|
1
|
Franklin Resources
San Mateo,
California
|
$149M
|
+$3.02M
|
+119,081
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$137M
|
-$4.22M
|
-166,564
|
-3%
|
|
|
3
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$56.4M
|
-$772K
|
-30,445
|
-1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$21.3M
|
+$20.6M
|
+812,444
|
New
|
|
|
5
|
Morningstar Investment Services
Chicago,
Illinois
|
$14.7M
|
-$1.27M
|
-50,177
|
-8%
|
|
|
6
|
Janus Henderson Group
London,
|
$11.5M
|
+$1.21M
|
+47,907
|
+12%
|
|
|
7
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$9.71M
|
-$68K
|
-2,684
|
-0.7%
|
|
|
8
|
Alaska Permanent Fund
Juneau,
Alaska
|
$9.53M
|
+$105K
|
+4,132
|
+1%
|
|
|
9
|
AGF Investments America
Toronto,
Ontario, Canada
|
$4.2M
|
+$49.3K
|
+1,943
|
+1%
|
|
|
10
|
|
$3.98M
|
+$757K
|
+29,878
|
+24%
|
|
|
11
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$3.17M
|
+$761
|
+30
|
+0%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.99M
|
-$2.03K
|
-80
|
-0.1%
|
|
|
13
|
Lazard Asset Management
New York
|
$2.36M
|
–
|
–
|
–
|
|
|
14
|
KCS Wealth Advisory
Los Angeles,
California
|
$1.12M
|
+$107K
|
+4,236
|
+11%
|
|
|
15
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.07M
|
-$87.1K
|
-3,435
|
-8%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$952K
|
+$922K
|
+36,363
|
New
|
|
|
17
|
Kore Private Wealth
New York
|
$621K
|
–
|
–
|
–
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$503K
|
+$487K
|
+19,223
|
New
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$240K
|
-$45.9K
|
-1,812
|
-16%
|
|
|
20
|
Colony Group
Boston,
Massachusetts
|
$229K
|
-$484K
|
-19,080
|
-69%
|
|
|
21
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$215K
|
+$208K
|
+8,222
|
New
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$206K
|
+$200K
|
+7,876
|
New
|
|
|
23
|
|
$193K
|
+$92.1K
|
+3,631
|
+97%
|
|
|
24
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$185K
|
+$167K
|
+6,604
|
+1,382%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$147K
|
-$81.8K
|
-3,225
|
-36%
|
|
