|
1
|
Bank of America
Charlotte,
North Carolina
|
$274M
|
-$4.65M
|
-173,581
|
-2%
|
|
|
2
|
Janus Henderson Group
London,
|
$54.2M
|
+$1.18M
|
+43,938
|
+2%
|
|
|
3
|
Morningstar Investment Services
Chicago,
Illinois
|
$47.2M
|
+$48M
|
+1,793,615
|
New
|
|
|
4
|
Congress Wealth Management
Boston,
Massachusetts
|
$23.4M
|
-$378K
|
-14,125
|
-2%
|
|
|
5
|
CX Institutional
Auburn,
Indiana
|
$15.6M
|
-$1.1M
|
-41,060
|
-6%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$12.6M
|
+$12.5M
|
+466,998
|
+3,674%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.42M
|
+$7.91M
|
+295,339
|
+1,187%
|
|
|
8
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$7.87M
|
-$9.75K
|
-364
|
-0.1%
|
|
|
9
|
|
$7.79M
|
+$137K
|
+5,097
|
+2%
|
|
|
10
|
Flow Traders U.S.
New York
|
$7.34M
|
+$7.48M
|
+279,366
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$6.89M
|
+$5.29M
|
+197,382
|
+306%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$6.68M
|
+$795K
|
+29,697
|
+13%
|
|
|
13
|
Innealta Capital
Austin,
Texas
|
$5.44M
|
-$1.46M
|
-54,385
|
-21%
|
|
|
14
|
PGIM Custom Harvest
Newark,
New Jersey
|
$5.43M
|
+$347K
|
+12,973
|
+7%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.05M
|
+$245K
|
+9,165
|
+5%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$4.85M
|
+$3.27M
|
+122,013
|
+196%
|
|
|
17
|
Cabot Wealth Management
Salem,
Massachusetts
|
$2.85M
|
-$204K
|
-7,626
|
-7%
|
|
|
18
|
Vontobel Holding
Zurich,
Switzerland
|
$2.72M
|
-$118K
|
-4,400
|
-4%
|
|
|
19
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.71M
|
+$1.74M
|
+64,955
|
New
|
|
|
20
|
Principal Securities
Des Moines,
Iowa
|
$1.51M
|
+$1.53M
|
+57,259
|
New
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.18M
|
+$1.2M
|
+44,743
|
New
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$1.16M
|
+$129K
|
+4,831
|
+12%
|
|
|
23
|
GTS Securities
Miami,
Florida
|
$1.06M
|
+$1.08M
|
+40,439
|
New
|
|
|
24
|
Meridian Investment Counsel
Lafayette,
California
|
$1.05M
|
–
|
–
|
–
|
|
|
25
|
|
$837K
|
+$853K
|
+31,853
|
New
|
|
