|
1
|
Bank of America
Charlotte,
North Carolina
|
$162M
|
+$5.03M
|
+179,929
|
+3%
|
|
|
2
|
Franklin Resources
San Mateo,
California
|
$123M
|
+$3.1M
|
+110,768
|
+3%
|
|
|
3
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$99.5M
|
+$24.7M
|
+884,553
|
+32%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$85M
|
+$3.25M
|
+116,305
|
+4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$20M
|
+$587K
|
+20,995
|
+3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.9M
|
+$2.96M
|
+105,885
|
+20%
|
|
|
7
|
Naviter Wealth
Little Rock,
Arkansas
|
$15.6M
|
+$6.25M
|
+223,498
|
+63%
|
|
|
8
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$13.5M
|
-$8.94M
|
-319,845
|
-39%
|
|
|
9
|
Alaska Permanent Fund
Juneau,
Alaska
|
$11.8M
|
+$981K
|
+35,100
|
+9%
|
|
|
10
|
Congress Wealth Management
Boston,
Massachusetts
|
$10.2M
|
-$367K
|
-13,140
|
-3%
|
|
|
11
|
|
$7.43M
|
+$1.16M
|
+41,471
|
+18%
|
|
|
12
|
AGF Investments America
Toronto,
Ontario, Canada
|
$5.85M
|
+$1.34M
|
+47,964
|
+29%
|
|
|
13
|
|
$5.42M
|
+$5.59M
|
+200,000
|
New
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$4.89M
|
-$1.49M
|
-53,306
|
-23%
|
|
|
15
|
|
$4.56M
|
-$1.87M
|
-66,973
|
-28%
|
|
|
16
|
Innealta Capital
Austin,
Texas
|
$4.19M
|
–
|
–
|
–
|
|
|
17
|
Prudential Financial
Newark,
New Jersey
|
$3.78M
|
+$1.22M
|
+43,637
|
+46%
|
|
|
18
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$3.24M
|
+$601K
|
+21,523
|
+19%
|
|
|
19
|
Lazard Asset Management
New York
|
$2.46M
|
-$20.8K
|
-746
|
-0.8%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$1.61M
|
-$868K
|
-31,052
|
-34%
|
|
|
21
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.21M
|
+$105K
|
+3,762
|
+9%
|
|
|
22
|
KCS Wealth Advisory
Los Angeles,
California
|
$1.19M
|
-$17.7K
|
-635
|
-1%
|
|
|
23
|
Morningstar Investment Services
Chicago,
Illinois
|
$1.12M
|
-$86.3K
|
-3,089
|
-7%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$1.04M
|
+$128K
|
+4,575
|
+14%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$658K
|
+$38.7K
|
+1,385
|
+6%
|
|
