|
1
|
Bank of America
Charlotte,
North Carolina
|
$44.6M
|
-$1.51M
|
-17,656
|
-3%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$41.6M
|
-$2.18M
|
-25,500
|
-5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$32.1M
|
+$1.64M
|
+19,174
|
+6%
|
|
|
4
|
Managed Account Advisors
Jersey City,
New Jersey
|
$30.2M
|
+$572K
|
+6,686
|
+2%
|
|
|
5
|
WBI Investments
Red Bank,
New Jersey
|
$29.2M
|
-$3.64M
|
-42,632
|
-11%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$21.3M
|
+$4.08M
|
+47,755
|
+24%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$8.25M
|
–
|
–
|
–
|
|
|
8
|
|
$7.29M
|
+$5.38M
|
+62,977
|
+307%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.24M
|
-$723K
|
-8,458
|
-9%
|
|
|
10
|
HL Financial Services
Louisville,
Kentucky
|
$7.21M
|
+$7.06M
|
+82,600
|
New
|
|
|
11
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$6.92M
|
+$76.9K
|
+900
|
+1%
|
|
|
12
|
Wellington Management Group
Boston,
Massachusetts
|
$5.85M
|
+$4.9M
|
+57,291
|
+585%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.83M
|
+$1.22M
|
+14,247
|
+27%
|
|
|
14
|
|
$5.65M
|
+$2.77M
|
+32,354
|
+100%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$5.08M
|
+$4.97M
|
+58,169
|
New
|
|
|
16
|
|
$4.4M
|
+$1.04M
|
+12,138
|
+32%
|
|
|
17
|
Tactical Allocation Group
Birmingham,
Michigan
|
$4.23M
|
+$4.14M
|
+48,462
|
New
|
|
|
18
|
Legacy Private Trust
Neenah,
Wisconsin
|
$4.1M
|
+$4.02M
|
+47,027
|
New
|
|
|
19
|
Rockland Trust
Hanover,
Massachusetts
|
$3.5M
|
–
|
–
|
–
|
|
|
20
|
|
$2.6M
|
-$187K
|
-2,188
|
-7%
|
|
|
21
|
Bank of Hawaii
Honolulu,
Hawaii
|
$2.52M
|
-$157K
|
-1,835
|
-6%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$2.52M
|
+$2.46M
|
+28,824
|
New
|
|
|
23
|
Portfolio Strategies (Washington)
Tacoma,
Washington
|
$2.49M
|
+$163K
|
+1,910
|
+7%
|
|
|
24
|
Twele Capital Management
Minnetonka,
Minnesota
|
$1.97M
|
+$988K
|
+11,561
|
+105%
|
|
|
25
|
Thomasville National Bank
Thomasville,
Georgia
|
$1.75M
|
+$1.71M
|
+20,000
|
New
|
|
