|
1
|
Bank of America
Charlotte,
North Carolina
|
$409M
|
+$15.9M
|
+476,703
|
+4%
|
|
|
2
|
|
$155M
|
+$1.1M
|
+32,937
|
+0.7%
|
|
|
3
|
Janus Henderson Group
London,
|
$26.6M
|
-$1.73M
|
-52,000
|
-6%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$23.4M
|
-$6.36M
|
-190,946
|
-22%
|
|
|
5
|
RiverFront Investment Group
Richmond,
Virginia
|
$22.9M
|
+$889K
|
+26,697
|
+4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.9M
|
+$68.2K
|
+2,046
|
+0.3%
|
|
|
7
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$17.9M
|
-$451K
|
-13,533
|
-3%
|
|
|
8
|
AGF Management
Toronto,
Ontario, Canada
|
$13.9M
|
-$941K
|
-28,247
|
-7%
|
|
|
9
|
Cercano Management
Bellevue,
Washington
|
$13.8M
|
+$13.3M
|
+399,037
|
New
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11.8M
|
-$10.7M
|
-321,403
|
-49%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.6M
|
+$10.6M
|
+317,418
|
+1,606%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$11.6M
|
+$2.9M
|
+87,181
|
+35%
|
|
|
13
|
Steward Partners Investment Advisory
New York
|
$11.5M
|
+$618K
|
+18,544
|
+6%
|
|
|
14
|
Rainwater Charitable Foundation
Fort Worth,
Texas
|
$11.4M
|
–
|
–
|
–
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$10.7M
|
-$27.5K
|
-826
|
-0.3%
|
|
|
16
|
|
$10.5M
|
-$567K
|
-17,011
|
-5%
|
|
|
17
|
Impact Partnership Wealth
Marietta,
Georgia
|
$10.3M
|
+$1.17M
|
+35,274
|
+13%
|
|
|
18
|
Tidal Investments
Milwaukee,
Wisconsin
|
$9.6M
|
+$4.71M
|
+141,445
|
+104%
|
|
|
19
|
Madison Asset Management
Madison,
Wisconsin
|
$9.59M
|
-$3.96M
|
-118,752
|
-30%
|
|
|
20
|
Simon Quick Advisors
Morristown,
New Jersey
|
$8.63M
|
+$14.5K
|
+435
|
+0.2%
|
|
|
21
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$7.65M
|
+$2.3M
|
+69,072
|
+45%
|
|
|
22
|
Empowered Funds
Havertown,
Pennsylvania
|
$7.44M
|
-$509K
|
-15,266
|
-7%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$7.16M
|
-$2.15M
|
-64,441
|
-24%
|
|
|
24
|
Innealta Capital
Austin,
Texas
|
$7.12M
|
-$471K
|
-14,140
|
-6%
|
|
|
25
|
Arvest Investments
Lowell,
Arkansas
|
$6.95M
|
-$126K
|
-3,797
|
-2%
|
|
