|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$79.5M
|
+$4.63M
|
+64,992
|
+7%
|
|
|
2
|
WBI Investments
Red Bank,
New Jersey
|
$75.3M
|
+$71.9M
|
+1,008,140
|
New
|
|
|
3
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$60.6M
|
+$16.5M
|
+232,025
|
+40%
|
|
|
4
|
|
$46.6M
|
+$8.01M
|
+112,335
|
+22%
|
|
|
5
|
|
$41.7M
|
+$28.9M
|
+405,074
|
+265%
|
|
|
6
|
HSBC Holdings
London,
United Kingdom
|
$36.1M
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$29.2M
|
+$23.1M
|
+324,625
|
+490%
|
|
|
8
|
Cardan Capital Partners
Denver,
Colorado
|
$16.6M
|
+$15.8M
|
+222,093
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$13.5M
|
+$3.92M
|
+54,950
|
+43%
|
|
|
10
|
Choate Investment Advisors
Boston,
Massachusetts
|
$12.4M
|
-$1.04M
|
-14,588
|
-8%
|
|
|
11
|
Cypress Capital
Franklin,
Tennessee
|
$10.5M
|
+$10M
|
+140,723
|
New
|
|
|
12
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$10.4M
|
-$3.02M
|
-42,375
|
-23%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.3M
|
+$1.11M
|
+15,505
|
+13%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$9.1M
|
-$52.8K
|
-741
|
-0.6%
|
|
|
15
|
KeyBank National Association
Cleveland,
Ohio
|
$8.25M
|
-$1.25M
|
-17,476
|
-14%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$7.37M
|
-$4.43M
|
-62,212
|
-39%
|
|
|
17
|
Peconic Partners
New York
|
$5.6M
|
+$5.35M
|
+75,000
|
New
|
|
|
18
|
LPL Financial
San Diego,
California
|
$4.63M
|
+$270K
|
+3,791
|
+7%
|
|
|
19
|
Manning & Napier Group
Fairport,
New York
|
$3.91M
|
–
|
–
|
–
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$3.88M
|
-$335K
|
-4,699
|
-8%
|
|
|
21
|
Oppenheimer & Co
New York
|
$3.45M
|
+$3.29M
|
+46,135
|
New
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.37M
|
+$3.22M
|
+45,142
|
New
|
|
|
23
|
Providence First Trust
Scottsdale,
Arizona
|
$2.9M
|
+$642
|
+9
|
+0%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.48M
|
+$2.37M
|
+33,196
|
New
|
|
|
25
|
Cambria Investment Management
Manhattan Beach,
California
|
$2.35M
|
-$181K
|
-2,544
|
-7%
|
|
