|
1
|
Bank of America
Charlotte,
North Carolina
|
$277M
|
-$7.98M
|
-318,442
|
-3%
|
|
|
2
|
Janus Henderson Group
London,
|
$52.7M
|
-$209K
|
-8,332
|
-0.4%
|
|
|
3
|
Franklin Resources
San Mateo,
California
|
$46.4M
|
+$17.5M
|
+700,000
|
+65%
|
|
|
4
|
Congress Wealth Management
Boston,
Massachusetts
|
$23.7M
|
+$66.6K
|
+2,659
|
+0.3%
|
|
|
5
|
CX Institutional
Auburn,
Indiana
|
$16.6M
|
+$2.63M
|
+105,113
|
+20%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$15M
|
-$1.95M
|
-77,897
|
-12%
|
|
|
7
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$7.83M
|
+$704K
|
+28,119
|
+10%
|
|
|
8
|
|
$7.61M
|
+$272K
|
+10,842
|
+4%
|
|
|
9
|
Innealta Capital
Austin,
Texas
|
$6.82M
|
+$3.21M
|
+128,175
|
+96%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$5.86M
|
+$5.11M
|
+203,909
|
+995%
|
|
|
11
|
PGIM Custom Harvest
Newark,
New Jersey
|
$5.06M
|
+$25.4K
|
+1,013
|
+0.5%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.78M
|
-$106K
|
-4,214
|
-2%
|
|
|
13
|
Cabot Wealth Management
Salem,
Massachusetts
|
$3.04M
|
-$42.3K
|
-1,688
|
-1%
|
|
|
14
|
Vontobel Asset Management
New York
|
$2.81M
|
–
|
–
|
–
|
|
|
15
|
Vontobel Holding
Zurich,
Switzerland
|
$2.8M
|
–
|
–
|
–
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$2.67M
|
-$3.58M
|
-142,857
|
-58%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.69M
|
-$28.6K
|
-1,143
|
-2%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$1.63M
|
-$422K
|
-16,828
|
-21%
|
|
|
19
|
Meridian Investment Counsel
Lafayette,
California
|
$1.04M
|
-$37.5K
|
-1,495
|
-4%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$1.03M
|
+$265K
|
+10,569
|
+37%
|
|
|
21
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$767K
|
-$21.2K
|
-848
|
-3%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$650K
|
-$30.4K
|
-1,213
|
-5%
|
|
|
23
|
Quantinno Capital Management
New York
|
$578K
|
+$554K
|
+22,109
|
New
|
|
|
24
|
|
$516K
|
+$495K
|
+19,751
|
New
|
|
|
25
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$508K
|
-$251
|
-10
|
-0.1%
|
|
