|
1
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$42.7M
|
+$14.6M
|
+135,935
|
+60%
|
|
|
2
|
|
$33.3M
|
-$1.47M
|
-13,661
|
-5%
|
|
|
3
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$26.8M
|
-$495K
|
-4,600
|
-2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$20.1M
|
+$1.71M
|
+15,937
|
+10%
|
|
|
5
|
|
$15.7M
|
-$8.39M
|
-78,010
|
-37%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$14.5M
|
-$11.1M
|
-103,053
|
-46%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$12.5M
|
-$867K
|
-8,056
|
-7%
|
|
|
8
|
Credit Suisse
Zurich,
Switzerland
|
$11.8M
|
+$8.56M
|
+79,509
|
+388%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$8.7M
|
+$89.7K
|
+834
|
+1%
|
|
|
10
|
Proficio Capital Partners
Newton,
Massachusetts
|
$5.99M
|
-$1.95M
|
-18,150
|
-26%
|
|
|
11
|
Churchill Management
Los Angeles,
California
|
$5.28M
|
-$1.06M
|
-9,825
|
-18%
|
|
|
12
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$5.2M
|
–
|
–
|
–
|
|
|
13
|
WT Wealth Management
Scottsdale,
Arizona
|
$4.65M
|
+$216K
|
+2,005
|
+5%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.96M
|
-$6.76M
|
-62,781
|
-65%
|
|
|
15
|
Marshall Wace
London,
United Kingdom
|
$3.44M
|
+$2.99M
|
+27,771
|
+2,053%
|
|
|
16
|
Prudential plc
London, England,
United Kingdom
|
$3.3M
|
+$1.23M
|
+11,445
|
+70%
|
|
|
17
|
|
$3.13M
|
-$1.42M
|
-13,227
|
-33%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.11M
|
+$762K
|
+7,077
|
+37%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$3.05M
|
+$100K
|
+930
|
+4%
|
|
|
20
|
Freemont Management
Vaud,
Switzerland
|
$2.96M
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.89M
|
-$852K
|
-7,915
|
-24%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.86M
|
+$492K
|
+4,576
|
+23%
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
$2.81M
|
+$2.55M
|
+23,714
|
New
|
|
|
24
|
Peak Financial Advisors
Denver,
Colorado
|
$2.74M
|
+$187K
|
+1,734
|
+8%
|
|
|
25
|
|
$2.6M
|
–
|
–
|
–
|
|
