|
1
|
Bank of America
Charlotte,
North Carolina
|
$59.8M
|
+$60.6M
|
+798,662
|
+2,192%
|
|
|
2
|
Madison Asset Management
Madison,
Wisconsin
|
$31.6M
|
+$5.26M
|
+69,366
|
+19%
|
|
|
3
|
Madison Investment Advisors
Madison,
Wisconsin
|
$31.6M
|
+$33.4M
|
+440,473
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$24.9M
|
+$14.6M
|
+192,862
|
+124%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.6M
|
+$7.17M
|
+94,527
|
+63%
|
|
|
6
|
|
$17.1M
|
+$1.98M
|
+26,175
|
+12%
|
|
|
7
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$14.3M
|
+$946K
|
+12,475
|
+7%
|
|
|
8
|
PGIM Custom Harvest
Newark,
New Jersey
|
$11.8M
|
+$333K
|
+4,387
|
+3%
|
|
|
9
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$8.07M
|
+$8.54M
|
+112,675
|
New
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$6.73M
|
+$457K
|
+6,024
|
+7%
|
|
|
11
|
Bank of New York Mellon
New York
|
$6.07M
|
+$165K
|
+2,181
|
+3%
|
|
|
12
|
|
$5.66M
|
-$485K
|
-6,401
|
-8%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.13M
|
+$1.09M
|
+14,425
|
+25%
|
|
|
14
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$5.12M
|
-$112K
|
-1,478
|
-2%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$4.79M
|
+$631K
|
+8,318
|
+14%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$2.66M
|
-$10.5M
|
-138,592
|
-79%
|
|
|
17
|
ERn Financial LLC
Middleton,
Wisconsin
|
$2.38M
|
+$51.5K
|
+679
|
+2%
|
|
|
18
|
Sage Advisory Services
Austin,
Texas
|
$2.28M
|
-$5.67M
|
-74,783
|
-70%
|
|
|
19
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1.81M
|
-$6.75K
|
-89
|
-0.4%
|
|
|
20
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.66M
|
+$35.5K
|
+468
|
+2%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$1.64M
|
-$206K
|
-2,723
|
-11%
|
|
|
22
|
Wharton Business Group
Malvern,
Pennsylvania
|
$1.43M
|
-$48.5K
|
-640
|
-3%
|
|
|
23
|
|
$1.4M
|
+$332K
|
+4,375
|
+29%
|
|
|
24
|
GTS Securities
Miami,
Florida
|
$1.38M
|
+$1.46M
|
+19,301
|
New
|
|
|
25
|
FDx Advisors
Chicago,
Illinois
|
$1.24M
|
+$2.5K
|
+33
|
+0.2%
|
|
