|
1
|
Bank of America
Charlotte,
North Carolina
|
$188M
|
+$20.2M
|
+415,812
|
+12%
|
|
|
2
|
|
$120M
|
+$10.9M
|
+223,796
|
+10%
|
|
|
3
|
Jupiter Asset Management
London,
United Kingdom
|
$115M
|
-$113M
|
-2,326,000
|
Closed
|
|
|
4
|
LPL Financial
San Diego,
California
|
$91.8M
|
-$26.3M
|
-541,038
|
-22%
|
|
|
5
|
Madison Investment Holdings
Madison,
Wisconsin
|
$82.5M
|
+$20M
|
+411,225
|
+33%
|
|
|
6
|
Choate Investment Advisors
Boston,
Massachusetts
|
$74M
|
+$2.44M
|
+50,320
|
+3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$68M
|
-$2.73M
|
-56,212
|
-4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$45.6M
|
+$6.17M
|
+126,949
|
+16%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$42M
|
+$11.3M
|
+233,083
|
+38%
|
|
|
10
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$30.4M
|
+$946K
|
+19,480
|
+3%
|
|
|
11
|
Amundi Asset Management US
Boston,
Massachusetts
|
$25M
|
+$1.22M
|
+25,142
|
+5%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.5M
|
+$1.07M
|
+21,962
|
+5%
|
|
|
13
|
Bank of New York Mellon
New York
|
$18.8M
|
-$71.9K
|
-1,480
|
-0.4%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.7M
|
+$2.12M
|
+43,576
|
+13%
|
|
|
15
|
|
$13.4M
|
+$9.7M
|
+199,569
|
+280%
|
|
|
16
|
Guild Investment Management
Los Angeles,
California
|
$13.2M
|
+$13M
|
+267,210
|
New
|
|
|
17
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$12.7M
|
–
|
–
|
–
|
|
|
18
|
Lazard Asset Management
New York
|
$11.6M
|
-$7.17M
|
-147,487
|
-38%
|
|
|
19
|
FundX Investment Group
San Francisco,
California
|
$11.5M
|
+$11.3M
|
+233,429
|
New
|
|
|
20
|
Rezny Wealth Management
Fort Myers,
Florida
|
$9.81M
|
+$9.67M
|
+199,000
|
New
|
|
|
21
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$7.75M
|
-$302K
|
-6,215
|
-4%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$7.74M
|
-$3.26M
|
-67,165
|
-30%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$7.28M
|
+$1.88M
|
+38,738
|
+36%
|
|
|
24
|
M&T Bank
Buffalo,
New York
|
$7.2M
|
-$783K
|
-16,118
|
-10%
|
|
|
25
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$6.82M
|
+$109K
|
+2,239
|
+2%
|
|
