|
1
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$85.7M
|
+$3.11M
|
+114,345
|
+4%
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$43.5M
|
+$239K
|
+8,783
|
+0.5%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$42.8M
|
+$2.12M
|
+78,007
|
+5%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$35.7M
|
+$2.69M
|
+98,758
|
+8%
|
|
|
5
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$35.6M
|
–
|
–
|
–
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$27M
|
-$2.47M
|
-90,621
|
-8%
|
|
|
7
|
|
$22.2M
|
-$1.5M
|
-55,114
|
-6%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$21.3M
|
+$2.74M
|
+100,745
|
+15%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.2M
|
+$4.31M
|
+158,494
|
+31%
|
|
|
10
|
Gould Asset Management
Claremont,
California
|
$18M
|
+$388K
|
+14,255
|
+2%
|
|
|
11
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$17.8M
|
+$717K
|
+26,330
|
+4%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16.1M
|
-$1.92M
|
-70,609
|
-11%
|
|
|
13
|
Conning Inc
Hartford,
Connecticut
|
$13.2M
|
–
|
–
|
–
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.5M
|
-$11.2M
|
-410,233
|
-47%
|
|
|
15
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$12M
|
-$8.57M
|
-314,713
|
-41%
|
|
|
16
|
Rational Advisors
Huntington,
New York
|
$11.6M
|
+$7.85M
|
+288,500
|
+201%
|
|
|
17
|
Tortoise Investment Management
White Plains,
New York
|
$11.6M
|
+$343K
|
+12,611
|
+3%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$11.4M
|
-$1.07M
|
-39,264
|
-9%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$11.1M
|
-$2.22M
|
-81,381
|
-17%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.1M
|
+$624K
|
+22,925
|
+7%
|
|
|
21
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$7.82M
|
+$269K
|
+9,878
|
+4%
|
|
|
22
|
Guggenheim Capital
Chicago,
Illinois
|
$7.78M
|
+$599K
|
+22,008
|
+8%
|
|
|
23
|
Elevation Capital Advisory
Bend,
Oregon
|
$7.72M
|
+$7.8M
|
+286,444
|
New
|
|
|
24
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$6.93M
|
+$348K
|
+12,776
|
+5%
|
|
|
25
|
Bank of New York Mellon
New York
|
$6.7M
|
-$3.21M
|
-117,792
|
-32%
|
|
