|
1
|
Bank of America
Charlotte,
North Carolina
|
$289M
|
+$10.9M
|
+303,750
|
+4%
|
|
|
2
|
|
$49M
|
+$49.6M
|
+1,387,486
|
New
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$31.4M
|
-$548K
|
-15,310
|
-2%
|
|
|
4
|
GHP Investment Advisors
Denver,
Colorado
|
$28.7M
|
+$460K
|
+12,871
|
+2%
|
|
|
5
|
Tradewinds Capital Management
Bellingham,
Washington
|
$27.8M
|
+$28.1M
|
+786,791
|
New
|
|
|
6
|
|
$11.4M
|
+$533K
|
+14,890
|
+5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$11.1M
|
-$2.6M
|
-72,810
|
-19%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$10.9M
|
-$13.6M
|
-379,751
|
-55%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$9.98M
|
-$1.2M
|
-33,486
|
-11%
|
|
|
10
|
PGIM Custom Harvest
Newark,
New Jersey
|
$9.86M
|
+$877K
|
+24,505
|
+10%
|
|
|
11
|
Simon Quick Advisors
Morristown,
New Jersey
|
$8.88M
|
-$6.76K
|
-189
|
-0.1%
|
|
|
12
|
Morningstar Investment Management
Chicago,
Illinois
|
$7.51M
|
–
|
–
|
–
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.64M
|
-$5.99M
|
-167,327
|
-47%
|
|
|
14
|
EP Wealth Advisors
Torrance,
California
|
$6.07M
|
-$263K
|
-7,356
|
-4%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$5.13M
|
-$5.28M
|
-147,558
|
-50%
|
|
|
16
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$4.89M
|
-$88.8K
|
-2,482
|
-2%
|
|
|
17
|
Purpose Unlimited Inc
Toronto,
|
$4.88M
|
-$119K
|
-3,322
|
-2%
|
|
|
18
|
Flow Traders U.S.
New York
|
$3.73M
|
-$5.95M
|
-166,443
|
-61%
|
|
|
19
|
Innealta Capital
Austin,
Texas
|
$3.58M
|
–
|
–
|
–
|
|
|
20
|
Meridian Investment Counsel
Lafayette,
California
|
$2.42M
|
-$25K
|
-700
|
-1%
|
|
|
21
|
Quantinno Capital Management
New York
|
$2.18M
|
-$75.9K
|
-2,122
|
-3%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.98M
|
+$129K
|
+3,619
|
+7%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$1.84M
|
+$628K
|
+17,564
|
+51%
|
|
|
24
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.57M
|
–
|
–
|
–
|
|
|
25
|
|
$1.53M
|
-$153K
|
-4,280
|
-9%
|
|
