|
1
|
|
$75.3M
|
+$6.56M
|
+83,986
|
+10%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$68.2M
|
+$6.65M
|
+85,112
|
+11%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$57.4M
|
-$598K
|
-7,662
|
-1%
|
|
|
4
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$46.1M
|
-$6.54M
|
-83,719
|
-13%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$39.3M
|
+$24.6M
|
+314,729
|
+189%
|
|
|
6
|
Morningstar Investment Management
Chicago,
Illinois
|
$20.8M
|
+$19.9M
|
+255,231
|
New
|
|
|
7
|
KeyBank National Association
Cleveland,
Ohio
|
$20M
|
+$263K
|
+3,368
|
+1%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$17.8M
|
-$2.81M
|
-35,971
|
-14%
|
|
|
9
|
|
$17.3M
|
-$398K
|
-5,093
|
-2%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$14.6M
|
+$14M
|
+179,017
|
New
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$13.9M
|
+$7.34M
|
+94,058
|
+123%
|
|
|
12
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$13.4M
|
+$6.75M
|
+86,507
|
+111%
|
|
|
13
|
FDx Advisors
Chicago,
Illinois
|
$13.2M
|
+$12.6M
|
+161,603
|
New
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.7M
|
-$1.22M
|
-15,582
|
-9%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$10.6M
|
-$460K
|
-5,886
|
-4%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.4M
|
+$8.82M
|
+112,912
|
+777%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.89M
|
+$2.94M
|
+37,600
|
+53%
|
|
|
18
|
Cypress Capital
Franklin,
Tennessee
|
$8.43M
|
-$3.33M
|
-42,593
|
-29%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$7.79M
|
+$4.79M
|
+61,326
|
+180%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.67M
|
+$5.03M
|
+64,451
|
+373%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$6.57M
|
+$1.33M
|
+17,048
|
+27%
|
|
|
22
|
Cardan Capital Partners
Denver,
Colorado
|
$6.49M
|
+$756K
|
+9,684
|
+14%
|
|
|
23
|
|
$5.86M
|
+$1.59M
|
+20,339
|
+40%
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$4.72M
|
+$4.27M
|
+54,642
|
+1,732%
|
|
|
25
|
Manning & Napier Group
Fairport,
New York
|
$4.67M
|
–
|
–
|
–
|
|
