|
1
|
Pathstone Holdings
Englewood,
New Jersey
|
$34.2M
|
+$559K
|
+12,029
|
+2%
|
|
|
2
|
|
$22M
|
+$20M
|
+429,627
|
+1,076%
|
|
|
3
|
Arvest Investments
Lowell,
Arkansas
|
$20.6M
|
-$1.25M
|
-26,811
|
-6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$20.4M
|
+$1.88M
|
+40,420
|
+10%
|
|
|
5
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$17.5M
|
-$8.28M
|
-178,068
|
-32%
|
|
|
6
|
Tortoise Investment Management
White Plains,
New York
|
$16M
|
+$265K
|
+5,691
|
+2%
|
|
|
7
|
|
$16M
|
-$97.6K
|
-2,098
|
-0.6%
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$15.5M
|
+$2.18M
|
+46,856
|
+17%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$12M
|
-$107K
|
-2,303
|
-0.9%
|
|
|
10
|
Central Bank & Trust
Lexington,
Kentucky
|
$8.17M
|
+$352K
|
+7,564
|
+5%
|
|
|
11
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$7.92M
|
+$3.07M
|
+65,987
|
+64%
|
|
|
12
|
Krilogy Financial
St. Louis,
Missouri
|
$6.29M
|
-$1.17M
|
-25,223
|
-16%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$5.24M
|
-$2.14M
|
-46,043
|
-29%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.47M
|
+$706K
|
+15,186
|
+26%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$2.91M
|
+$502K
|
+10,788
|
+21%
|
|
|
16
|
Sykon Capital
Harrison,
New York
|
$2.32M
|
-$699K
|
-15,030
|
-23%
|
|
|
17
|
Guggenheim Capital
Chicago,
Illinois
|
$2.25M
|
-$1.48M
|
-31,768
|
-40%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.23M
|
+$151K
|
+3,241
|
+7%
|
|
|
19
|
Advisory Alpha
Holland,
Michigan
|
$2.16M
|
+$71.9K
|
+1,547
|
+3%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$2.1M
|
-$17.7M
|
-381,058
|
-90%
|
|
|
21
|
Franklin Resources
San Mateo,
California
|
$2.09M
|
–
|
–
|
–
|
|
|
22
|
Insight Wealth Partners
Plano,
Texas
|
$2.09M
|
-$19.4K
|
-418
|
-0.9%
|
|
|
23
|
|
$1.96M
|
+$146K
|
+3,133
|
+8%
|
|
|
24
|
First Trust Advisors
Wheaton,
Illinois
|
$1.8M
|
+$138K
|
+2,975
|
+8%
|
|
|
25
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.66M
|
+$231K
|
+4,970
|
+16%
|
|
