|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$76.2M
|
-$3.13M
|
-78,819
|
-4%
|
|
|
2
|
|
$54.4M
|
+$24.8M
|
+624,270
|
+79%
|
|
|
3
|
American Century Companies
Kansas City,
Missouri
|
$44.2M
|
-$606K
|
-15,274
|
-1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$33.9M
|
-$3.51M
|
-88,573
|
-9%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$19.2M
|
+$213K
|
+5,364
|
+1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$15.9M
|
-$450K
|
-11,339
|
-3%
|
|
|
7
|
Franklin Resources
San Mateo,
California
|
$14.8M
|
–
|
–
|
–
|
|
|
8
|
Cresset Asset Management
Chicago,
Illinois
|
$14.6M
|
+$39.8K
|
+1,004
|
+0.3%
|
|
|
9
|
Neuberger Berman Group
New York
|
$14.1M
|
-$660K
|
-16,638
|
-4%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$13.4M
|
+$490K
|
+12,351
|
+4%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$11.3M
|
-$207K
|
-5,219
|
-2%
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.75M
|
+$27.4K
|
+692
|
+0.3%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$8.5M
|
+$252K
|
+6,360
|
+3%
|
|
|
14
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$8.42M
|
+$8.03M
|
+202,451
|
+1,244%
|
|
|
15
|
|
$8M
|
+$459K
|
+11,586
|
+6%
|
|
|
16
|
Four Tree Island Advisory
Portsmouth,
New Hampshire
|
$7.99M
|
–
|
–
|
–
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$7.66M
|
+$1.11M
|
+27,930
|
+16%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$7.64M
|
+$183K
|
+4,626
|
+2%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.53M
|
+$153K
|
+3,854
|
+2%
|
|
|
20
|
Horizon Kinetics Asset Management
New York
|
$7.46M
|
+$217K
|
+5,485
|
+3%
|
|
|
21
|
D.A. Davidson & Co
Great Falls,
Montana
|
$6.38M
|
+$633K
|
+15,974
|
+11%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.22M
|
-$155K
|
-3,900
|
-2%
|
|
|
23
|
HUB Investment Partners
Austin,
Texas
|
$5.94M
|
-$272K
|
-6,858
|
-4%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.83M
|
-$309K
|
-7,790
|
-5%
|
|
|
25
|
Moody Aldrich Partners
Marblehead,
Massachusetts
|
$5.28M
|
–
|
–
|
–
|
|
