|
1
|
United Services Automobile Association
San Antonio,
Texas
|
$108M
|
+$1.99M
|
+100,000
|
+2%
|
|
|
2
|
|
$100M
|
-$14.4M
|
-722,081
|
-13%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$64.2M
|
+$3.48M
|
+174,784
|
+6%
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$51M
|
+$2.36M
|
+118,739
|
+5%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$37.8M
|
-$1.46M
|
-73,175
|
-4%
|
|
|
6
|
Legacy Private Trust
Neenah,
Wisconsin
|
$20.9M
|
+$4.34M
|
+218,091
|
+26%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.9M
|
+$1.77M
|
+89,092
|
+11%
|
|
|
8
|
|
$17.8M
|
+$684K
|
+34,342
|
+4%
|
|
|
9
|
RiverFront Investment Group
Richmond,
Virginia
|
$17.1M
|
+$218K
|
+10,941
|
+1%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.8M
|
-$214K
|
-10,745
|
-1%
|
|
|
11
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$15.6M
|
+$170K
|
+8,527
|
+1%
|
|
|
12
|
|
$14.5M
|
+$14.5M
|
+730,084
|
New
|
|
|
13
|
Kinsight LLC
Birmingham,
Alabama
|
$12.1M
|
-$1.11M
|
-55,831
|
-8%
|
|
|
14
|
Freestone Capital Holdings
Seattle,
Washington
|
$12.1M
|
+$8.72M
|
+437,979
|
+258%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$11.5M
|
+$678K
|
+34,023
|
+6%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.13M
|
+$661K
|
+33,182
|
+9%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$7.82M
|
-$3.21M
|
-160,985
|
-29%
|
|
|
18
|
|
$7.21M
|
-$5.5M
|
-276,210
|
-43%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$7.03M
|
+$1.34M
|
+67,189
|
+23%
|
|
|
20
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$6.11M
|
-$3.34M
|
-167,680
|
-35%
|
|
|
21
|
Foster & Motley
Cincinnati,
Ohio
|
$5.85M
|
-$308K
|
-15,451
|
-5%
|
|
|
22
|
Frontier Wealth Management
Kansas City,
Missouri
|
$3.43M
|
-$814K
|
-40,881
|
-19%
|
|
|
23
|
Hollencrest Capital Management
Newport Beach,
California
|
$2.84M
|
+$2.85M
|
+143,000
|
New
|
|
|
24
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$2.65M
|
-$225K
|
-11,280
|
-8%
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$2.55M
|
+$402K
|
+20,187
|
+19%
|
|
