|
1
|
Bank of America
Charlotte,
North Carolina
|
$95M
|
-$1.86M
|
-73,644
|
-2%
|
|
|
2
|
Managed Account Advisors
Jersey City,
New Jersey
|
$30M
|
+$12.2M
|
+482,342
|
+69%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$27.7M
|
+$27.6M
|
+1,090,128
|
New
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$26.6M
|
+$16.4M
|
+647,438
|
+162%
|
|
|
5
|
|
$22.9M
|
+$5.1M
|
+201,864
|
+29%
|
|
|
6
|
Cerity Partners OCIO
New York
|
$21.5M
|
+$19.1M
|
+754,113
|
+7,653%
|
|
|
7
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$17.1M
|
+$2.04M
|
+80,760
|
+14%
|
|
|
8
|
Ashford Capital Management
Wilmington,
Delaware
|
$11M
|
+$5.79M
|
+228,785
|
+113%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$10.9M
|
+$276K
|
+10,916
|
+3%
|
|
|
10
|
|
$9.75M
|
–
|
–
|
–
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$6.82M
|
-$2.73M
|
-107,893
|
-29%
|
|
|
12
|
First Allied Asset Management
San Diego,
California
|
$6.48M
|
-$214K
|
-8,457
|
-3%
|
|
|
13
|
BB&T Securities
Richmond,
Virginia
|
$5.67M
|
+$3.71M
|
+146,889
|
+193%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$5.6M
|
+$396K
|
+15,667
|
+8%
|
|
|
15
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$4.81M
|
+$122K
|
+4,844
|
+3%
|
|
|
16
|
Baird
Milwaukee,
Wisconsin
|
$4.21M
|
-$271K
|
-10,735
|
-6%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$3.82M
|
+$1.59M
|
+62,862
|
+72%
|
|
|
18
|
Tortoise Investment Management
White Plains,
New York
|
$3.16M
|
-$152K
|
-6,000
|
-5%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.72M
|
+$175K
|
+6,932
|
+7%
|
|
|
20
|
Commerce Bank
Kansas City,
Missouri
|
$2.64M
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.59M
|
-$100K
|
-3,957
|
-4%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.47M
|
-$302K
|
-11,938
|
-11%
|
|
|
23
|
Guggenheim Capital
Chicago,
Illinois
|
$2.38M
|
+$44.3K
|
+1,752
|
+2%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.21M
|
+$202K
|
+7,997
|
+10%
|
|
|
25
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.38M
|
-$50.6K
|
-2,000
|
-4%
|
|
