|
1
|
Bank of America
Charlotte,
North Carolina
|
$143M
|
-$17M
|
-367,182
|
-10%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$110M
|
+$47.2M
|
+1,016,656
|
+70%
|
|
|
3
|
|
$103M
|
-$9M
|
-193,945
|
-8%
|
|
|
4
|
Jupiter Asset Management
London,
United Kingdom
|
$73M
|
-$7.89M
|
-170,000
|
-10%
|
|
|
5
|
Choate Investment Advisors
Boston,
Massachusetts
|
$69.4M
|
-$4.78M
|
-102,947
|
-7%
|
|
|
6
|
Madison Investment Holdings
Madison,
Wisconsin
|
$48.8M
|
-$1.85M
|
-39,873
|
-4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$34.1M
|
+$1.73M
|
+37,206
|
+5%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$31.1M
|
-$3M
|
-64,636
|
-9%
|
|
|
9
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$28.9M
|
+$381K
|
+8,212
|
+1%
|
|
|
10
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$28.9M
|
+$381K
|
+8,212
|
+1%
|
|
|
11
|
|
$24.8M
|
+$93
|
+2
|
+0%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.2M
|
-$1.38M
|
-29,644
|
-5%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.1M
|
-$947K
|
-20,405
|
-4%
|
|
|
14
|
Bank of New York Mellon
New York
|
$17M
|
+$16.5K
|
+355
|
+0.1%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.4M
|
+$8.15M
|
+175,628
|
+95%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.8M
|
-$231K
|
-4,987
|
-2%
|
|
|
17
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$11.7M
|
–
|
–
|
–
|
|
|
18
|
Rezny Wealth Management
Fort Myers,
Florida
|
$8.05M
|
-$1.67M
|
-35,923
|
-17%
|
|
|
19
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$7.01M
|
-$329K
|
-7,089
|
-4%
|
|
|
20
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$6.99M
|
+$2.34M
|
+50,468
|
+49%
|
|
|
21
|
MSI Financial Services
Springfield,
Massachusetts
|
$6.53M
|
+$2.21M
|
+47,520
|
+49%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.39M
|
+$1.2M
|
+25,776
|
+22%
|
|
|
23
|
Muhlenkamp & Co
Wexford,
Pennsylvania
|
$6.38M
|
-$15.1K
|
-325
|
-0.2%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$6.19M
|
-$460K
|
-9,922
|
-7%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$5.49M
|
+$28.3K
|
+610
|
+0.5%
|
|
