|
1
|
Bank of America
Charlotte,
North Carolina
|
$309M
|
+$8.52M
|
+288,468
|
+3%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$61.9M
|
+$58.5M
|
+1,980,117
|
+4,816%
|
|
|
3
|
Janus Henderson Group
London,
|
$52.4M
|
-$6.46M
|
-218,786
|
-11%
|
|
|
4
|
Congress Wealth Management
Boston,
Massachusetts
|
$26.7M
|
+$142K
|
+4,805
|
+0.6%
|
|
|
5
|
GHP Investment Advisors
Denver,
Colorado
|
$23.3M
|
+$698K
|
+23,647
|
+3%
|
|
|
6
|
Tradewinds Capital Management
Bellingham,
Washington
|
$19.2M
|
+$18.5M
|
+625,314
|
New
|
|
|
7
|
|
$13.1M
|
+$1.09M
|
+36,845
|
+9%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$11.9M
|
-$1.36M
|
-46,228
|
-11%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$10.2M
|
+$1.44M
|
+48,659
|
+17%
|
|
|
10
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$9.96M
|
+$8.69M
|
+294,414
|
+953%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$9.09M
|
+$5.81M
|
+196,762
|
+197%
|
|
|
12
|
Simon Quick Advisors
Morristown,
New Jersey
|
$8.37M
|
+$8.07M
|
+273,269
|
New
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.1M
|
+$228K
|
+7,735
|
+3%
|
|
|
14
|
PGIM Custom Harvest
Newark,
New Jersey
|
$7.16M
|
+$309K
|
+10,464
|
+5%
|
|
|
15
|
EP Wealth Advisors
Torrance,
California
|
$5.85M
|
-$10.4K
|
-352
|
-0.2%
|
|
|
16
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$4.69M
|
+$4.52M
|
+153,072
|
New
|
|
|
17
|
Innealta Capital
Austin,
Texas
|
$4.43M
|
-$538K
|
-18,208
|
-11%
|
|
|
18
|
Vontobel Holding
Zurich,
Switzerland
|
$3.28M
|
-$378K
|
-12,800
|
-11%
|
|
|
19
|
Cabot Wealth Management
Salem,
Massachusetts
|
$3.28M
|
+$2.42K
|
+82
|
+0.1%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.17M
|
+$2.31M
|
+78,297
|
+313%
|
|
|
21
|
Meridian Investment Counsel
Lafayette,
California
|
$2.03M
|
+$2.95K
|
+100
|
+0.2%
|
|
|
22
|
|
$1.72M
|
+$459K
|
+15,552
|
+38%
|
|
|
23
|
Quantinno Capital Management
New York
|
$1.62M
|
+$162K
|
+5,472
|
+12%
|
|
|
24
|
Harbor Capital Advisors
Chicago,
Illinois
|
$1.53M
|
-$1.78M
|
-60,239
|
-55%
|
|
|
25
|
Principal Securities
Des Moines,
Iowa
|
$1.26M
|
-$9.51K
|
-322
|
-0.8%
|
|
