|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$99.9M
|
-$34.1M
|
-869,402
|
-26%
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$47.8M
|
-$22.1M
|
-563,521
|
-32%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$44.2M
|
-$10.3M
|
-263,098
|
-20%
|
|
|
4
|
|
$26.3M
|
-$159M
|
-4,061,033
|
-86%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$18.6M
|
+$293K
|
+7,484
|
+2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$17.2M
|
+$1.61M
|
+41,029
|
+11%
|
|
|
7
|
Franklin Resources
San Mateo,
California
|
$15.7M
|
-$173K
|
-4,425
|
-1%
|
|
|
8
|
Neuberger Berman Group
New York
|
$14.8M
|
-$30.2M
|
-769,734
|
-68%
|
|
|
9
|
Churchill Management
Los Angeles,
California
|
$12.9M
|
-$253K
|
-6,445
|
-2%
|
|
|
10
|
Cresset Asset Management
Chicago,
Illinois
|
$12.6M
|
+$12.1M
|
+308,845
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$11.9M
|
-$39.1M
|
-996,962
|
-77%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$9.03M
|
+$356K
|
+9,092
|
+4%
|
|
|
13
|
HUB Investment Partners
Austin,
Texas
|
$8.5M
|
-$168K
|
-4,275
|
-2%
|
|
|
14
|
Four Tree Island Advisory
Portsmouth,
New Hampshire
|
$8.5M
|
–
|
–
|
–
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.52M
|
+$11.6K
|
+297
|
+0.2%
|
|
|
16
|
|
$7.13M
|
-$5.9M
|
-150,465
|
-46%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$7.09M
|
-$204K
|
-5,208
|
-3%
|
|
|
18
|
Horizon Kinetics Asset Management
New York
|
$6.73M
|
+$1.92M
|
+48,906
|
+42%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.52M
|
-$251K
|
-6,411
|
-4%
|
|
|
20
|
D.A. Davidson & Co
Great Falls,
Montana
|
$6.12M
|
+$83.6K
|
+2,132
|
+1%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.15M
|
-$163K
|
-4,164
|
-3%
|
|
|
22
|
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
$4.65M
|
-$1.61M
|
-41,000
|
-26%
|
|
|
23
|
|
$4.42M
|
+$3.45M
|
+88,045
|
+438%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.24M
|
-$151K
|
-3,861
|
-4%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.9M
|
+$284K
|
+7,249
|
+8%
|
|
