|
1
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$89.4M
|
+$4.06M
|
+151,384
|
+5%
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$46.5M
|
+$3.17M
|
+118,115
|
+7%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$42.5M
|
-$147K
|
-5,471
|
-0.3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$38.9M
|
+$17.7M
|
+659,358
|
+83%
|
|
|
5
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$35.4M
|
–
|
–
|
–
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$26.7M
|
-$183K
|
-6,822
|
-0.7%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$25.5M
|
-$10.1M
|
-375,916
|
-28%
|
|
|
8
|
Gould Asset Management
Claremont,
California
|
$18.9M
|
+$1M
|
+37,281
|
+6%
|
|
|
9
|
|
$18.6M
|
-$3.49M
|
-130,088
|
-16%
|
|
|
10
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$17.1M
|
-$566K
|
-21,105
|
-3%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.8M
|
-$1.32M
|
-49,248
|
-7%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16.3M
|
+$308K
|
+11,462
|
+2%
|
|
|
13
|
Conning Inc
Hartford,
Connecticut
|
$13.2M
|
–
|
–
|
–
|
|
|
14
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$12.9M
|
+$994K
|
+37,062
|
+8%
|
|
|
15
|
Tortoise Investment Management
White Plains,
New York
|
$12.5M
|
+$972K
|
+36,222
|
+8%
|
|
|
16
|
Rational Advisors
Huntington,
New York
|
$12M
|
+$459K
|
+17,124
|
+4%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$11.8M
|
+$460K
|
+17,155
|
+4%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$11.3M
|
+$273K
|
+10,183
|
+2%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$10.7M
|
-$1.76M
|
-65,733
|
-14%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.71M
|
+$646K
|
+24,067
|
+7%
|
|
|
21
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$8.05M
|
+$265K
|
+9,884
|
+3%
|
|
|
22
|
Elevation Capital Advisory
Bend,
Oregon
|
$7.69M
|
-$644
|
-24
|
-0%
|
|
|
23
|
Guggenheim Capital
Chicago,
Illinois
|
$7.43M
|
-$314K
|
-11,706
|
-4%
|
|
|
24
|
|
$6.96M
|
+$4.51M
|
+168,127
|
+185%
|
|
|
25
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$6.95M
|
+$45K
|
+1,678
|
+0.7%
|
|
