|
1
|
Pathstone Holdings
Englewood,
New Jersey
|
$32.3M
|
+$31.3M
|
+690,876
|
New
|
|
|
2
|
Arvest Investments
Lowell,
Arkansas
|
$21.3M
|
+$20.6M
|
+455,149
|
New
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$19.7M
|
+$16.7M
|
+368,175
|
+701%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$17.7M
|
+$236K
|
+5,213
|
+1%
|
|
|
5
|
Tortoise Investment Management
White Plains,
New York
|
$15.7M
|
+$69.3K
|
+1,530
|
+0.5%
|
|
|
6
|
|
$14.1M
|
-$26.7M
|
-588,877
|
-66%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$11.6M
|
+$726K
|
+16,025
|
+7%
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$11.5M
|
+$1.6M
|
+35,272
|
+17%
|
|
|
9
|
Krilogy Financial
St. Louis,
Missouri
|
$7.38M
|
-$5.45M
|
-120,415
|
-43%
|
|
|
10
|
Fermata Advisors
Sonoma,
California
|
$7.06M
|
+$37.4K
|
+826
|
+0.6%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$6.83M
|
-$1.44M
|
-31,875
|
-18%
|
|
|
12
|
Central Bank & Trust
Lexington,
Kentucky
|
$6.45M
|
+$1.31M
|
+29,016
|
+27%
|
|
|
13
|
Guggenheim Capital
Chicago,
Illinois
|
$5.48M
|
-$1.55M
|
-34,273
|
-23%
|
|
|
14
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$5.17M
|
+$5M
|
+110,517
|
New
|
|
|
15
|
|
$4.77M
|
-$14M
|
-309,457
|
-75%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.3M
|
-$225K
|
-4,967
|
-7%
|
|
|
17
|
Sykon Capital
Harrison,
New York
|
$3.3M
|
-$487K
|
-10,760
|
-13%
|
|
|
18
|
Franklin Resources
San Mateo,
California
|
$2.17M
|
+$22K
|
+487
|
+1%
|
|
|
19
|
LGT Financial Advisors
Dallas,
Texas
|
$1.99M
|
+$7.38K
|
+163
|
+0.4%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.97M
|
-$194K
|
-4,293
|
-9%
|
|
|
21
|
|
$1.87M
|
+$42.1K
|
+931
|
+2%
|
|
|
22
|
Insight Wealth Partners
Plano,
Texas
|
$1.72M
|
+$50.7K
|
+1,119
|
+3%
|
|
|
23
|
Cetera Advisors
Denver,
Colorado
|
$1.69M
|
+$458K
|
+10,122
|
+39%
|
|
|
24
|
First Trust Advisors
Wheaton,
Illinois
|
$1.56M
|
-$21.1K
|
-467
|
-1%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$1.49M
|
-$467K
|
-10,306
|
-24%
|
|
