|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$531M
|
-$26.5M
|
-757,607
|
-5%
|
|
|
2
|
Sage Advisory Services
Austin,
Texas
|
$214M
|
+$215M
|
+6,126,188
|
New
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$168M
|
+$149M
|
+4,257,208
|
+785%
|
|
|
4
|
|
$139M
|
-$2.88M
|
-82,338
|
-2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$132M
|
-$5.79M
|
-165,287
|
-4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$113M
|
-$237K
|
-6,767
|
-0.2%
|
|
|
7
|
HSBC Holdings
London,
United Kingdom
|
$78.7M
|
-$13.8M
|
-392,750
|
-15%
|
|
|
8
|
|
$68.6M
|
-$5.67M
|
-161,808
|
-8%
|
|
|
9
|
|
$61.1M
|
-$2.95M
|
-84,170
|
-5%
|
|
|
10
|
FDx Advisors
Chicago,
Illinois
|
$60.7M
|
+$60.8M
|
+1,735,826
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$51.9M
|
+$5.88M
|
+167,837
|
+13%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.8M
|
+$23.1M
|
+660,485
|
+266%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$31M
|
+$31.1M
|
+887,546
|
New
|
|
|
14
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$29.9M
|
+$30M
|
+855,889
|
New
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$25.9M
|
+$17.1M
|
+489,544
|
+195%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$17.8M
|
+$3.47M
|
+99,209
|
+24%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.9M
|
+$298K
|
+8,517
|
+2%
|
|
|
18
|
Evensky & Katz
Coral Gables,
Florida
|
$12.5M
|
+$107K
|
+3,052
|
+0.9%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.1M
|
-$454K
|
-12,959
|
-4%
|
|
|
20
|
Financial Advisory Group
Houston,
Texas
|
$10.6M
|
+$4.24M
|
+121,076
|
+66%
|
|
|
21
|
Tompkins Financial
Ithaca,
New York
|
$10.3M
|
-$162K
|
-4,622
|
-2%
|
|
|
22
|
Nomura Holdings
Tokyo,
Japan
|
$10M
|
+$3.91M
|
+111,575
|
+64%
|
|
|
23
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$9.77M
|
+$274K
|
+7,829
|
+3%
|
|
|
24
|
Prospera Financial Services
Dallas,
Texas
|
$9.71M
|
+$849K
|
+24,241
|
+9%
|
|
|
25
|
Securian Asset Management
St Paul,
Minnesota
|
$9.24M
|
–
|
–
|
–
|
|
