|
1
|
American Century Companies
Kansas City,
Missouri
|
$104M
|
+$4.06M
|
+118,890
|
+4%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$91.2M
|
+$5.26M
|
+154,039
|
+6%
|
|
|
3
|
|
$85.6M
|
+$9.08M
|
+265,844
|
+12%
|
|
|
4
|
|
$74.3M
|
-$9.43M
|
-276,019
|
-11%
|
|
|
5
|
Jennison Associates
New York
|
$30.6M
|
+$3.27M
|
+95,847
|
+12%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$29.3M
|
+$947K
|
+27,706
|
+3%
|
|
|
7
|
|
$22.5M
|
+$8.2M
|
+239,941
|
+59%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$21.9M
|
-$2.06M
|
-60,231
|
-9%
|
|
|
9
|
|
$19.8M
|
+$4.02M
|
+117,600
|
+26%
|
|
|
10
|
Cresset Asset Management
Chicago,
Illinois
|
$17.9M
|
-$240K
|
-7,029
|
-1%
|
|
|
11
|
|
$16.7M
|
-$34.2K
|
-1,000
|
-2%
|
|
|
12
|
Callodine Capital Management
Boston,
Massachusetts
|
$16M
|
+$3.75M
|
+109,782
|
+31%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$15.7M
|
+$876K
|
+25,650
|
+6%
|
|
|
14
|
Franklin Resources
San Mateo,
California
|
$14.9M
|
+$68.3K
|
+2,000
|
+0.5%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$12.4M
|
+$524K
|
+15,323
|
+5%
|
|
|
16
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$11.5M
|
+$1.95M
|
+57,173
|
+21%
|
|
|
17
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$9.8M
|
+$8.74M
|
+255,868
|
+1,020%
|
|
|
18
|
HUB Investment Partners
Austin,
Texas
|
$7.83M
|
-$12.6K
|
-369
|
-0.2%
|
|
|
19
|
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
$7.31M
|
+$1.64M
|
+48,000
|
+45%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$7.26M
|
+$178K
|
+5,196
|
+3%
|
|
|
21
|
Miller Howard Investments
Kingston,
New York
|
$7.12M
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.91M
|
-$197K
|
-5,752
|
-3%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.03M
|
-$161K
|
-4,723
|
-3%
|
|
|
24
|
Epoch Investment Partners
New York
|
$5.98M
|
+$64.2K
|
+1,879
|
+1%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.31M
|
+$402K
|
+11,769
|
+8%
|
|
