|
1
|
|
$13.5M
|
+$12.8M
|
+523,000
|
New
|
|
|
2
|
Cerity Partners OCIO
New York
|
$13.2M
|
+$12.5M
|
+511,834
|
New
|
|
|
3
|
Lazard Asset Management
New York
|
$10.2M
|
–
|
–
|
–
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$7.66M
|
+$7.24M
|
+296,436
|
+24,703%
|
|
|
5
|
Cardan Capital Partners
Denver,
Colorado
|
$6.38M
|
+$6.05M
|
+247,777
|
New
|
|
|
6
|
Gradient Investments
Arden Hills,
Minnesota
|
$5.27M
|
+$1.16M
|
+47,435
|
+30%
|
|
|
7
|
|
$4.47M
|
+$427K
|
+17,459
|
+11%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$3.19M
|
+$3.03M
|
+124,167
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$2.87M
|
-$200K
|
-8,168
|
-7%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.69M
|
+$274K
|
+11,231
|
+20%
|
|
|
11
|
|
$1.35M
|
+$1.28M
|
+52,500
|
New
|
|
|
12
|
Nationwide Fund Advisors
Columbus,
Ohio
|
$374K
|
+$355K
|
+14,545
|
New
|
|
|
13
|
MSI Financial Services
Springfield,
Massachusetts
|
$336K
|
+$69.2K
|
+2,832
|
+28%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$166K
|
+$8.6K
|
+352
|
+6%
|
|
|
15
|
|
$147K
|
+$139K
|
+5,700
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$80K
|
-$205K
|
-8,406
|
-73%
|
|
|
17
|
American International Group
New York
|
$14K
|
–
|
–
|
–
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$13K
|
+$1.2K
|
+49
|
+13%
|
|
|
19
|
Argentus Capital Management
Dallas,
Texas
|
$12K
|
-$12K
|
-491
|
-51%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
-$339K
|
-13,865
|
-99%
|
|
|
21
|
Advisors Asset Management
Monument,
Colorado
|
$2K
|
–
|
–
|
–
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$599K
|
-24,625
|
Closed
|
|
|
23
|
|
–
|
-$577K
|
-23,698
|
Closed
|
|
|
24
|
CIBC World Market
Toronto,
Ontario, Canada
|
–
|
-$357K
|
-14,673
|
Closed
|
|
|
25
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
–
|
-$19K
|
-764
|
Closed
|
|
