|
1
|
Bank of America
Charlotte,
North Carolina
|
$274M
|
-$14.4M
|
-597,992
|
-5%
|
|
|
2
|
Janus Henderson Group
London,
|
$51M
|
-$1.29M
|
-53,476
|
-3%
|
|
|
3
|
Franklin Resources
San Mateo,
California
|
$27M
|
-$72.3M
|
-3,000,000
|
-74%
|
|
|
4
|
Congress Wealth Management
Boston,
Massachusetts
|
$22.7M
|
-$15.3M
|
-636,193
|
-41%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$16.4M
|
-$2.37M
|
-98,106
|
-13%
|
|
|
6
|
CX Institutional
Auburn,
Indiana
|
$13.4M
|
+$12.8M
|
+531,211
|
New
|
|
|
7
|
|
$9.11M
|
+$7.01M
|
+290,596
|
+404%
|
|
|
8
|
|
$7.05M
|
+$101K
|
+4,180
|
+2%
|
|
|
9
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$6.83M
|
+$5.95M
|
+246,648
|
+986%
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$6.16M
|
+$5.91M
|
+244,960
|
New
|
|
|
11
|
PGIM Custom Harvest
Newark,
New Jersey
|
$4.84M
|
-$177K
|
-7,355
|
-4%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.71M
|
+$171K
|
+7,113
|
+4%
|
|
|
13
|
Innealta Capital
Austin,
Texas
|
$3.34M
|
+$24
|
+1
|
+0%
|
|
|
14
|
Cabot Wealth Management
Salem,
Massachusetts
|
$2.96M
|
+$37.4K
|
+1,551
|
+1%
|
|
|
15
|
Vontobel Holding
Zurich,
Switzerland
|
$2.71M
|
–
|
–
|
–
|
|
|
16
|
Vontobel Asset Management
New York
|
$2.71M
|
–
|
–
|
–
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$1.99M
|
+$1.05M
|
+43,718
|
+123%
|
|
|
18
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.72M
|
+$64.5K
|
+2,676
|
+4%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.65M
|
+$318K
|
+13,183
|
+25%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$1.23M
|
-$200K
|
-8,283
|
-14%
|
|
|
21
|
Meridian Investment Counsel
Lafayette,
California
|
$1.04M
|
-$6.03K
|
-250
|
-0.6%
|
|
|
22
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$759K
|
-$65.3K
|
-2,708
|
-8%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$725K
|
-$41.7K
|
-1,729
|
-6%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$656K
|
-$47.4K
|
-1,966
|
-7%
|
|
|
25
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$551K
|
-$524K
|
-21,736
|
-50%
|
|
