|
1
|
Bank of America
Charlotte,
North Carolina
|
$294M
|
-$2.81M
|
-102,146
|
-1%
|
|
|
2
|
Janus Henderson Group
London,
|
$55.4M
|
-$3.35M
|
-121,838
|
-6%
|
|
|
3
|
Morningstar Investment Services
Chicago,
Illinois
|
$50.2M
|
-$1.28M
|
-46,625
|
-3%
|
|
|
4
|
Congress Wealth Management
Boston,
Massachusetts
|
$25.1M
|
-$340K
|
-12,338
|
-1%
|
|
|
5
|
GHP Investment Advisors
Denver,
Colorado
|
$15.5M
|
+$14.8M
|
+537,769
|
+12,440%
|
|
|
6
|
CX Institutional
Auburn,
Indiana
|
$15.2M
|
-$1.74M
|
-63,175
|
-11%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.68M
|
+$523K
|
+18,999
|
+6%
|
|
|
8
|
|
$9.27M
|
+$783K
|
+28,463
|
+10%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$9.01M
|
+$1.69M
|
+61,565
|
+24%
|
|
|
10
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$8.2M
|
-$340K
|
-12,361
|
-4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$7.37M
|
-$107K
|
-3,906
|
-1%
|
|
|
12
|
EP Wealth Advisors
Torrance,
California
|
$6.02M
|
+$5.8M
|
+210,706
|
New
|
|
|
13
|
PGIM Custom Harvest
Newark,
New Jersey
|
$5.99M
|
+$82.7K
|
+3,007
|
+1%
|
|
|
14
|
Innealta Capital
Austin,
Texas
|
$5.9M
|
+$1.21K
|
+44
|
+0%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.12M
|
-$357K
|
-12,985
|
-7%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$4.62M
|
-$618K
|
-22,463
|
-12%
|
|
|
17
|
Vontobel Holding
Zurich,
Switzerland
|
$3.33M
|
+$369K
|
+13,400
|
+13%
|
|
|
18
|
Cabot Wealth Management
Salem,
Massachusetts
|
$3.07M
|
-$29.3K
|
-1,063
|
-1%
|
|
|
19
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.75M
|
-$101K
|
-3,665
|
-6%
|
|
|
20
|
Principal Securities
Des Moines,
Iowa
|
$1.69M
|
+$49.2K
|
+1,788
|
+3%
|
|
|
21
|
Meridian Investment Counsel
Lafayette,
California
|
$1.34M
|
+$201K
|
+7,300
|
+18%
|
|
|
22
|
Quantinno Capital Management
New York
|
$1.19M
|
+$322K
|
+11,698
|
+39%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$1.18M
|
-$79K
|
-2,872
|
-6%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$916K
|
+$9.66K
|
+351
|
+1%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$906K
|
+$632K
|
+22,978
|
+263%
|
|
