|
1
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$9.1M
|
–
|
–
|
–
|
|
|
2
|
EP Wealth Advisors
Torrance,
California
|
$5.28M
|
+$5.45M
|
+185,665
|
New
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$3.78M
|
-$1.71M
|
-58,400
|
-31%
|
|
|
4
|
Laidlaw Group
Bedford Hills,
New York
|
$3.09M
|
-$14.7K
|
-502
|
-0.5%
|
|
|
5
|
Lattice Strategies
Wayne,
Pennsylvania
|
$2.69M
|
+$108K
|
+3,678
|
+4%
|
|
|
6
|
Empirical Wealth Management
Seattle,
Washington
|
$2.6M
|
+$241K
|
+8,222
|
+10%
|
|
|
7
|
|
$2.56M
|
+$432K
|
+14,722
|
+20%
|
|
|
8
|
Guggenheim Capital
Chicago,
Illinois
|
$2.18M
|
+$554K
|
+18,877
|
+33%
|
|
|
9
|
Callan Capital
La Jolla,
California
|
$1.65M
|
–
|
–
|
–
|
|
|
10
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.39M
|
+$1.44M
|
+48,955
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$1.37M
|
+$50.7K
|
+1,727
|
+4%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.34M
|
+$1.38M
|
+47,159
|
New
|
|
|
13
|
WhitTier Trust Company
Reno,
Nevada
|
$1.18M
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1.04M
|
+$1.07M
|
+36,481
|
New
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$917K
|
+$141K
|
+4,807
|
+18%
|
|
|
16
|
|
$715K
|
-$216K
|
-7,345
|
-23%
|
|
|
17
|
|
$698K
|
+$5.61K
|
+191
|
+0.8%
|
|
|
18
|
Virtu KCG Holdings
New York
|
$540K
|
+$214K
|
+7,276
|
+62%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$464K
|
+$479K
|
+16,328
|
New
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$448K
|
+$49.8K
|
+1,696
|
+12%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$377K
|
-$2.38M
|
-81,186
|
-86%
|
|
|
22
|
Coastline Trust
Providence,
Rhode Island
|
$359K
|
+$371K
|
+12,635
|
New
|
|
|
23
|
IMS Capital Management
Portland,
Oregon
|
$350K
|
+$28K
|
+954
|
+8%
|
|
|
24
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$271K
|
+$280K
|
+9,548
|
New
|
|
|
25
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$268K
|
+$264K
|
+9,000
|
New
|
|
