|
1
|
Forward Management
San Francisco,
California
|
$125M
|
+$17.8M
|
+195,214
|
+17%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$91.8M
|
-$141K
|
-1,544
|
-0.2%
|
|
|
3
|
|
$88.8M
|
-$18M
|
-197,392
|
-17%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$76.1M
|
-$12.2M
|
-133,735
|
-14%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$63.9M
|
+$246K
|
+2,688
|
+0.4%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$42.3M
|
-$16.3M
|
-177,964
|
-28%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$40M
|
-$33.8M
|
-370,128
|
-46%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.8M
|
-$37.5M
|
-409,962
|
-54%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$29.7M
|
-$26.7M
|
-291,582
|
-47%
|
|
|
10
|
Freedom Investment Management
Hartford,
Connecticut
|
$28.9M
|
+$3.96M
|
+43,354
|
+16%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$28.8M
|
+$9.61M
|
+105,109
|
+50%
|
|
|
12
|
|
$27.7M
|
+$13.8M
|
+150,663
|
+99%
|
|
|
13
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$27M
|
+$1.5M
|
+16,356
|
+6%
|
|
|
14
|
Bell Bank
Fargo,
North Dakota
|
$25.2M
|
+$457K
|
+5,001
|
+2%
|
|
|
15
|
SEI Investments
Oaks,
Pennsylvania
|
$24.8M
|
+$4.1M
|
+44,863
|
+20%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$23.1M
|
+$21.1M
|
+231,302
|
+1,071%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$19M
|
+$3.42M
|
+37,361
|
+22%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17.6M
|
+$14.2M
|
+155,629
|
+423%
|
|
|
19
|
PagnatoKarp Partners
Reston,
Virginia
|
$16.8M
|
-$4.41M
|
-48,220
|
-21%
|
|
|
20
|
Piershale Financial Group
Barrington,
Illinois
|
$16M
|
–
|
–
|
–
|
|
|
21
|
Scotia Capital
Toronto,
Ontario, Canada
|
$15M
|
+$808K
|
+8,832
|
+6%
|
|
|
22
|
United Asset Strategies
Garden City,
New York
|
$13.5M
|
-$1.59M
|
-17,358
|
-11%
|
|
|
23
|
State Street
Boston,
Massachusetts
|
$10.8M
|
-$32.6M
|
-356,538
|
-75%
|
|
|
24
|
IndexIQ Advisors
New York
|
$7.77M
|
-$13.7M
|
-150,085
|
-64%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.21M
|
-$800K
|
-8,751
|
-10%
|
|
