|
1
|
Bank of America
Charlotte,
North Carolina
|
$489M
|
+$25.2M
|
+416,792
|
+5%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$457M
|
+$454M
|
+7,500,000
|
New
|
|
|
3
|
|
$151M
|
-$16.8M
|
-276,911
|
-10%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$129M
|
-$369K
|
-6,100
|
-0.3%
|
|
|
5
|
Tiedemann Advisors
New York
|
$104M
|
+$91.4M
|
+1,511,349
|
+794%
|
|
|
6
|
ETrade Capital Management
Arlington,
Virginia
|
$82M
|
+$21.1M
|
+348,178
|
+35%
|
|
|
7
|
Alta Advisers
London,
United Kingdom
|
$66.3M
|
–
|
–
|
–
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$65.7M
|
+$1.8M
|
+29,746
|
+3%
|
|
|
9
|
IndexIQ Advisors
New York
|
$59.3M
|
-$4.51M
|
-74,581
|
-7%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$57M
|
+$11.4M
|
+187,899
|
+25%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$44.5M
|
-$240K
|
-3,964
|
-0.5%
|
|
|
12
|
Madison Investment Holdings
Madison,
Wisconsin
|
$42.2M
|
+$6.17M
|
+102,001
|
+17%
|
|
|
13
|
BOK Financial Private Wealth
Denver,
Colorado
|
$42M
|
-$10.7M
|
-176,849
|
-20%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$40.5M
|
+$3.09M
|
+51,145
|
+8%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$40.3M
|
+$27M
|
+446,363
|
+208%
|
|
|
16
|
Pasadena Private Wealth
Pasadena,
California
|
$37.7M
|
+$37.2M
|
+614,049
|
+11,271%
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
$35.6M
|
-$3.23M
|
-53,371
|
-8%
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$34.7M
|
+$23.7M
|
+391,136
|
+219%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$34.2M
|
+$25.8M
|
+425,887
|
+315%
|
|
|
20
|
|
$34.2M
|
-$4.36M
|
-72,051
|
-11%
|
|
|
21
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$34.1M
|
+$22.7M
|
+374,716
|
+203%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$30.4M
|
+$12.4M
|
+204,304
|
+69%
|
|
|
23
|
Hancock Whitney
Gulfport,
Mississippi
|
$28.2M
|
+$684K
|
+11,297
|
+3%
|
|
|
24
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$27.8M
|
+$931K
|
+15,390
|
+3%
|
|
|
25
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$27.6M
|
+$27.5M
|
+454,353
|
New
|
|
