|
1
|
Bank of America
Charlotte,
North Carolina
|
$281M
|
-$21.5M
|
-773,893
|
-7%
|
|
|
2
|
Janus Henderson Group
London,
|
$55.6M
|
+$15.5M
|
+557,659
|
+41%
|
|
|
3
|
Congress Wealth Management
Boston,
Massachusetts
|
$24.9M
|
-$275K
|
-9,881
|
-1%
|
|
|
4
|
GHP Investment Advisors
Denver,
Colorado
|
$21.2M
|
+$398K
|
+14,294
|
+2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$12.5M
|
+$6.27M
|
+225,219
|
+107%
|
|
|
6
|
|
$11.2M
|
-$501K
|
-17,983
|
-4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$8.14M
|
-$997K
|
-35,818
|
-11%
|
|
|
8
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$7.76M
|
-$561K
|
-20,153
|
-7%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.36M
|
+$1.05M
|
+37,872
|
+17%
|
|
|
10
|
PGIM Custom Harvest
Newark,
New Jersey
|
$6.4M
|
-$427K
|
-15,347
|
-6%
|
|
|
11
|
EP Wealth Advisors
Torrance,
California
|
$5.48M
|
-$359K
|
-12,891
|
-6%
|
|
|
12
|
Innealta Capital
Austin,
Texas
|
$4.67M
|
-$284K
|
-10,215
|
-6%
|
|
|
13
|
Vontobel Holding
Zurich,
Switzerland
|
$3.45M
|
+$97.5K
|
+3,500
|
+3%
|
|
|
14
|
Harbor Capital Advisors
Chicago,
Illinois
|
$3.16M
|
+$3.07M
|
+110,153
|
New
|
|
|
15
|
Cabot Wealth Management
Salem,
Massachusetts
|
$3.06M
|
+$38.8K
|
+1,393
|
+1%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$2.86M
|
-$818K
|
-29,359
|
-23%
|
|
|
17
|
Morningstar Investment Services
Chicago,
Illinois
|
$2.36M
|
-$1.89M
|
-67,884
|
-45%
|
|
|
18
|
Meridian Investment Counsel
Lafayette,
California
|
$1.9M
|
+$463K
|
+16,625
|
+34%
|
|
|
19
|
GTS Securities
Miami,
Florida
|
$1.84M
|
+$1.79M
|
+64,307
|
New
|
|
|
20
|
Quantinno Capital Management
New York
|
$1.36M
|
+$136K
|
+4,873
|
+11%
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
$1.18M
|
-$5.29K
|
-190
|
-0.5%
|
|
|
22
|
|
$1.17M
|
-$7.21M
|
-258,845
|
-86%
|
|
|
23
|
Principal Securities
Des Moines,
Iowa
|
$1.08M
|
–
|
–
|
–
|
|
|
24
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$964K
|
-$285K
|
-10,237
|
-23%
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$839K
|
-$3.86M
|
-138,636
|
-82%
|
|
