|
1
|
Bank of America
Charlotte,
North Carolina
|
$277M
|
+$7M
|
+255,570
|
+2%
|
|
|
2
|
Janus Henderson Group
London,
|
$35.9M
|
-$15.6M
|
-569,187
|
-29%
|
|
|
3
|
Congress Wealth Management
Boston,
Massachusetts
|
$23M
|
-$49.6K
|
-1,809
|
-0.2%
|
|
|
4
|
GHP Investment Advisors
Denver,
Colorado
|
$19M
|
+$4.99M
|
+182,192
|
+34%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$11.6M
|
+$11.7M
|
+425,441
|
+2,482%
|
|
|
6
|
|
$10.7M
|
+$2.31M
|
+84,493
|
+26%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$8.37M
|
+$111K
|
+4,065
|
+1%
|
|
|
8
|
|
$7.85M
|
+$8.21M
|
+299,584
|
New
|
|
|
9
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$7.62M
|
+$108K
|
+3,957
|
+1%
|
|
|
10
|
PGIM Custom Harvest
Newark,
New Jersey
|
$6.25M
|
+$792K
|
+28,894
|
+14%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.73M
|
-$3.29M
|
-120,260
|
-35%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$5.52M
|
-$1.29M
|
-47,162
|
-18%
|
|
|
13
|
EP Wealth Advisors
Torrance,
California
|
$5.35M
|
-$177K
|
-6,452
|
-3%
|
|
|
14
|
Innealta Capital
Austin,
Texas
|
$4.53M
|
-$923K
|
-33,711
|
-16%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.47M
|
+$3.79M
|
+138,297
|
+443%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$4.24M
|
–
|
–
|
–
|
|
|
17
|
CX Institutional
Auburn,
Indiana
|
$3.98M
|
-$10.4M
|
-380,068
|
-71%
|
|
|
18
|
Morningstar Investment Services
Chicago,
Illinois
|
$3.94M
|
-$43.7M
|
-1,596,646
|
-91%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$3.38M
|
+$3.52M
|
+128,354
|
+15,030%
|
|
|
20
|
Vontobel Holding
Zurich,
Switzerland
|
$3.06M
|
–
|
–
|
–
|
|
|
21
|
Cabot Wealth Management
Salem,
Massachusetts
|
$2.76M
|
-$55.3K
|
-2,017
|
-2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.8M
|
-$3.02M
|
-110,403
|
-62%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.34M
|
+$628K
|
+22,937
|
+81%
|
|
|
24
|
Meridian Investment Counsel
Lafayette,
California
|
$1.3M
|
+$68.5K
|
+2,500
|
+5%
|
|
|
25
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.15M
|
-$477K
|
-17,407
|
-28%
|
|
