|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$45.4M
|
+$30.1M
|
+686,086
|
+204%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$37.4M
|
+$1.05M
|
+24,062
|
+3%
|
|
|
3
|
Protective Life
Birmingham,
Alabama
|
$32.5M
|
–
|
–
|
–
|
|
|
4
|
CNO Financial Group
Carmel,
Indiana
|
$31.1M
|
+$30.7M
|
+700,000
|
New
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$30.3M
|
-$2.17M
|
-49,400
|
-7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$20.6M
|
+$4.14M
|
+94,324
|
+25%
|
|
|
7
|
Allworth Financial
Folsom,
California
|
$20.5M
|
-$3.08M
|
-70,175
|
-13%
|
|
|
8
|
Donoghue Forlines
Boston,
Massachusetts
|
$19.6M
|
+$19.4M
|
+441,548
|
New
|
|
|
9
|
D.J. St. Germain
Springfield,
Massachusetts
|
$17.8M
|
+$784K
|
+17,889
|
+5%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$16.8M
|
+$1.04M
|
+23,716
|
+7%
|
|
|
11
|
|
$16.7M
|
+$2.8M
|
+63,833
|
+20%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$16.2M
|
+$13.7M
|
+311,881
|
+578%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.3M
|
+$841K
|
+19,191
|
+6%
|
|
|
14
|
PFS Investments
Duluth,
Georgia
|
$12.9M
|
+$1.51M
|
+34,525
|
+13%
|
|
|
15
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$9.31M
|
-$258K
|
-5,895
|
-3%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$9.07M
|
-$942K
|
-21,482
|
-10%
|
|
|
17
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$8.23M
|
+$382K
|
+8,704
|
+5%
|
|
|
18
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$7.87M
|
-$5.1M
|
-116,299
|
-40%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$7.03M
|
+$6.4M
|
+146,005
|
+1,198%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.78M
|
+$405K
|
+9,243
|
+6%
|
|
|
21
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$6.34M
|
+$6.26M
|
+142,880
|
New
|
|
|
22
|
Sage Advisory Services
Austin,
Texas
|
$6.29M
|
-$2.21M
|
-50,371
|
-26%
|
|
|
23
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$6.18M
|
+$344K
|
+7,844
|
+6%
|
|
|
24
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$6.13M
|
+$2.91M
|
+66,383
|
+93%
|
|
|
25
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$5.85M
|
+$45.2K
|
+1,031
|
+0.8%
|
|
