|
1
|
Bank of America
Charlotte,
North Carolina
|
$241M
|
+$26.1M
|
+245,328
|
+12%
|
|
|
2
|
|
$219M
|
+$68.9M
|
+647,504
|
+46%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$167M
|
-$25.2M
|
-237,282
|
-13%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$154M
|
+$9.44M
|
+88,737
|
+7%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$67.2M
|
+$13.3M
|
+124,620
|
+25%
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$63.8M
|
-$4.56M
|
-42,839
|
-7%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$48.7M
|
+$1.13M
|
+10,593
|
+2%
|
|
|
8
|
Windham Capital Management
Boston,
Massachusetts
|
$45.7M
|
+$3.86M
|
+36,317
|
+9%
|
|
|
9
|
One Capital Management
Westlake Village,
California
|
$45M
|
+$6.12M
|
+57,513
|
+16%
|
|
|
10
|
Bank of New York Mellon
New York
|
$42.6M
|
+$2.2M
|
+20,676
|
+5%
|
|
|
11
|
|
$34.4M
|
+$34.4M
|
+323,957
|
New
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$27.4M
|
+$824K
|
+7,747
|
+3%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.2M
|
+$5.81M
|
+54,640
|
+32%
|
|
|
14
|
Karpus Investment Management
Pittsford,
New York
|
$22.8M
|
-$12.1M
|
-113,961
|
-35%
|
|
|
15
|
|
$21.4M
|
+$17.9M
|
+168,608
|
+509%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$18M
|
+$37.4M
|
+352,039
|
New
|
|
|
17
|
LPL Financial
San Diego,
California
|
$17.2M
|
-$826K
|
-7,772
|
-5%
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$17.2M
|
-$239K
|
-2,246
|
-1%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$16.5M
|
+$8.68M
|
+81,617
|
+110%
|
|
|
20
|
|
$15.9M
|
+$307K
|
+2,886
|
+2%
|
|
|
21
|
TD Capital Management
Memphis,
Tennessee
|
$15.1M
|
+$2.97M
|
+27,921
|
+25%
|
|
|
22
|
TIAA FSB
Jacksonville,
Florida
|
$14.2M
|
+$398K
|
+3,747
|
+3%
|
|
|
23
|
|
$12.8M
|
-$189K
|
-1,776
|
-1%
|
|
|
24
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$12M
|
+$964K
|
+9,063
|
+9%
|
|
|
25
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$11.9M
|
-$602K
|
-5,662
|
-5%
|
|
