|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$40.4M
|
-$35.4M
|
-900,900
|
-46%
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$36M
|
-$7.37M
|
-187,684
|
-16%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$28.8M
|
-$4.39M
|
-111,875
|
-13%
|
|
|
4
|
|
$25.5M
|
-$28.8M
|
-732,794
|
-52%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$19.3M
|
+$676K
|
+17,215
|
+3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$18.6M
|
+$3.18M
|
+81,098
|
+20%
|
|
|
7
|
Cresset Asset Management
Chicago,
Illinois
|
$14.2M
|
-$39.4K
|
-1,004
|
-0.3%
|
|
|
8
|
Neuberger Berman Group
New York
|
$13.2M
|
-$567K
|
-14,436
|
-4%
|
|
|
9
|
|
$12.6M
|
+$5.03M
|
+128,031
|
+62%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$12.2M
|
+$1.21M
|
+30,690
|
+10%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$9.94M
|
+$1.74M
|
+44,389
|
+20%
|
|
|
12
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$8.17M
|
-$17.4K
|
-444
|
-0.2%
|
|
|
13
|
Horizon Kinetics Asset Management
New York
|
$8.14M
|
+$931K
|
+23,706
|
+12%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$8.05M
|
+$639K
|
+16,264
|
+8%
|
|
|
15
|
Four Tree Island Advisory
Portsmouth,
New Hampshire
|
$7.77M
|
–
|
–
|
–
|
|
|
16
|
|
$6.17M
|
+$2.98M
|
+75,921
|
+85%
|
|
|
17
|
D.A. Davidson & Co
Great Falls,
Montana
|
$6.05M
|
-$158K
|
-4,032
|
-2%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.87M
|
+$199K
|
+5,075
|
+3%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.51M
|
-$571K
|
-14,538
|
-9%
|
|
|
20
|
Moody Aldrich Partners
Marblehead,
Massachusetts
|
$5.14M
|
–
|
–
|
–
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.87M
|
-$2.51M
|
-63,944
|
-34%
|
|
|
22
|
HUB Investment Partners
Austin,
Texas
|
$4.77M
|
-$1.06M
|
-26,864
|
-17%
|
|
|
23
|
|
$4.45M
|
+$349K
|
+8,890
|
+8%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.31M
|
+$246K
|
+6,263
|
+6%
|
|
|
25
|
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
|
$3.87M
|
+$2.51M
|
+63,867
|
+162%
|
|
