|
1
|
Wells Fargo
San Francisco,
California
|
$109M
|
-$4.35M
|
-182,189
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$105M
|
-$5.86M
|
-245,259
|
-5%
|
|
|
3
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$88.3M
|
-$10.2M
|
-425,942
|
-10%
|
|
|
4
|
|
$88M
|
-$15M
|
-626,479
|
-14%
|
|
|
5
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$39.4M
|
–
|
–
|
–
|
|
|
6
|
HighVista Strategies
Boston,
Massachusetts
|
$31.7M
|
–
|
–
|
–
|
|
|
7
|
SCS Capital Management
Boston,
Massachusetts
|
$21.9M
|
-$120K
|
-5,031
|
-0.5%
|
|
|
8
|
|
$21.3M
|
+$17.3M
|
+724,666
|
+297%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$17M
|
+$2.63M
|
+110,033
|
+17%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.5M
|
+$3.45M
|
+144,374
|
+26%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$14.6M
|
+$6.12M
|
+256,136
|
+63%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$13.3M
|
-$3.93M
|
-164,649
|
-21%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$12.5M
|
-$129K
|
-5,382
|
-0.9%
|
|
|
14
|
|
$12M
|
+$9.32M
|
+390,096
|
+253%
|
|
|
15
|
Palumbo Wealth Management
Great Neck,
New York
|
$11M
|
+$1.27M
|
+53,341
|
+12%
|
|
|
16
|
|
$9.69M
|
+$9.56M
|
+399,961
|
+1,011%
|
|
|
17
|
Victory Capital Management
San Antonio,
Texas
|
$9.3M
|
–
|
–
|
–
|
|
|
18
|
Cordant Inc
Portland,
Oregon
|
$7.72M
|
+$390K
|
+16,318
|
+5%
|
|
|
19
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$6.86M
|
+$7.44M
|
+311,353
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$6.75M
|
+$116K
|
+4,839
|
+2%
|
|
|
21
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$5.7M
|
+$240K
|
+10,066
|
+4%
|
|
|
22
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$5.28M
|
+$1.32M
|
+55,353
|
+30%
|
|
|
23
|
KeyBank National Association
Cleveland,
Ohio
|
$4.76M
|
+$1.3M
|
+54,453
|
+34%
|
|
|
24
|
Systelligence LLC
Bloomington,
Minnesota
|
$4.3M
|
+$406K
|
+17,010
|
+10%
|
|
|
25
|
Olympus Wealth Management
Cottonwood Heights,
Utah
|
$3.95M
|
-$1.25M
|
-52,412
|
-23%
|
|
