|
1
|
Franklin Resources
San Mateo,
California
|
$180M
|
+$10.1M
|
+361,597
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$153M
|
-$2.67M
|
-95,813
|
-2%
|
|
|
3
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$58M
|
-$5.73M
|
-205,697
|
-10%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$22.6M
|
-$1.45M
|
-52,154
|
-6%
|
|
|
5
|
Morningstar Investment Services
Chicago,
Illinois
|
$14.7M
|
-$1.72M
|
-61,709
|
-11%
|
|
|
6
|
Janus Henderson Group
London,
|
$14.3M
|
+$1.17M
|
+42,049
|
+10%
|
|
|
7
|
Alaska Permanent Fund
Juneau,
Alaska
|
$11.9M
|
+$998K
|
+35,868
|
+10%
|
|
|
8
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$10.9M
|
-$162K
|
-5,834
|
-2%
|
|
|
9
|
AGF Investments America
Toronto,
Ontario, Canada
|
$4.78M
|
+$4.2K
|
+151
|
+0.1%
|
|
|
10
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$3.56M
|
-$35.1K
|
-1,262
|
-1%
|
|
|
11
|
IFP Advisors
Tampa,
Florida
|
$3.04M
|
+$2.85M
|
+102,375
|
New
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.96M
|
+$2.77M
|
+99,596
|
New
|
|
|
13
|
|
$2.9M
|
+$2.5M
|
+89,853
|
+1,221%
|
|
|
14
|
|
$2.74M
|
-$1.67M
|
-60,081
|
-40%
|
|
|
15
|
Lazard Asset Management
New York
|
$2.68M
|
–
|
–
|
–
|
|
|
16
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$2.5M
|
+$2.34M
|
+83,908
|
New
|
|
|
17
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.64M
|
+$1.53M
|
+54,910
|
New
|
|
|
18
|
KCS Wealth Advisory
Los Angeles,
California
|
$1.29M
|
+$8.07K
|
+290
|
+0.7%
|
|
|
19
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.21M
|
-$6.79K
|
-244
|
-0.6%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$1.04M
|
-$41.9K
|
-1,504
|
-4%
|
|
|
21
|
Kore Private Wealth
New York
|
$660K
|
-$43.5K
|
-1,562
|
-7%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$296K
|
+$57.8K
|
+2,078
|
+26%
|
|
|
23
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$244K
|
–
|
–
|
–
|
|
|
24
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$179K
|
-$30.2K
|
-1,084
|
-15%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$172K
|
+$4.73K
|
+170
|
+3%
|
|
