|
1
|
Wells Fargo
San Francisco,
California
|
$97M
|
+$12.3M
|
+229,983
|
+15%
|
|
|
2
|
|
$60.4M
|
+$808K
|
+15,066
|
+1%
|
|
|
3
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$48.5M
|
+$3.12M
|
+58,106
|
+7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$39.3M
|
+$974K
|
+18,163
|
+3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$37.3M
|
+$4.92M
|
+91,724
|
+16%
|
|
|
6
|
Astor Investment Management
Chicago,
Illinois
|
$32.9M
|
+$12M
|
+223,290
|
+59%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$25.6M
|
+$25M
|
+465,823
|
New
|
|
|
8
|
Condor Capital Management
Martinsville,
New Jersey
|
$19.9M
|
+$230K
|
+4,281
|
+1%
|
|
|
9
|
Bank of Stockton
Stockton,
California
|
$14.9M
|
+$346K
|
+6,455
|
+2%
|
|
|
10
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$11.7M
|
+$1.07M
|
+19,886
|
+10%
|
|
|
11
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$10M
|
-$1.77M
|
-33,001
|
-15%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.49M
|
-$761K
|
-14,197
|
-8%
|
|
|
13
|
SII Investments
Appleton,
Wisconsin
|
$8.22M
|
+$242K
|
+4,514
|
+3%
|
|
|
14
|
Park Avenue Securities
New York
|
$7.5M
|
+$7.32M
|
+136,551
|
New
|
|
|
15
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$7.25M
|
-$1.81M
|
-33,840
|
-20%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$7.07M
|
-$2.33M
|
-43,353
|
-25%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7M
|
+$507K
|
+9,445
|
+8%
|
|
|
18
|
Legacy Private Trust
Neenah,
Wisconsin
|
$5.27M
|
+$1.44M
|
+26,812
|
+39%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.72M
|
+$3.85M
|
+71,712
|
+504%
|
|
|
20
|
SignatureFD
Atlanta,
Georgia
|
$4.56M
|
+$472K
|
+8,806
|
+12%
|
|
|
21
|
Davenport & Co
Richmond,
Virginia
|
$4.31M
|
-$147K
|
-2,750
|
-3%
|
|
|
22
|
Aviance Capital Management
Sarasota,
Florida
|
$4.09M
|
+$2.27M
|
+42,283
|
+132%
|
|
|
23
|
MSI Financial Services
Springfield,
Massachusetts
|
$3.45M
|
+$2.29M
|
+42,725
|
+213%
|
|
|
24
|
Placemark Investments
Chicago,
Illinois
|
$3.43M
|
+$1.05M
|
+19,576
|
+46%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.09M
|
+$98.8K
|
+1,843
|
+3%
|
|
