|
1
|
Bank of America
Charlotte,
North Carolina
|
$457M
|
-$6.33M
|
-122,587
|
-1%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$184M
|
+$16.6M
|
+320,915
|
+10%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$107M
|
-$22.7M
|
-439,069
|
-18%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$94.4M
|
-$1.42M
|
-27,575
|
-2%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$75.6M
|
+$3.39M
|
+65,614
|
+5%
|
|
|
6
|
Grimes & Company
Westborough,
Massachusetts
|
$56.9M
|
-$455K
|
-8,818
|
-0.8%
|
|
|
7
|
|
$53.2M
|
-$11.3M
|
-219,769
|
-18%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$49.2M
|
+$4.15M
|
+80,369
|
+9%
|
|
|
9
|
|
$45.3M
|
-$105M
|
-2,031,895
|
-70%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$42.2M
|
+$350K
|
+6,791
|
+0.8%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$40.9M
|
-$770K
|
-14,923
|
-2%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.3M
|
+$8.12M
|
+157,275
|
+27%
|
|
|
13
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$35.8M
|
+$595K
|
+11,530
|
+2%
|
|
|
14
|
Counterpoint Mutual Funds
San Diego,
California
|
$34.4M
|
+$17.3M
|
+334,308
|
+103%
|
|
|
15
|
Regions Financial Corp
Birmingham,
Alabama
|
$29.6M
|
+$686K
|
+13,301
|
+2%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$29.5M
|
-$1.58M
|
-30,542
|
-5%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$29.1M
|
+$1.65M
|
+32,048
|
+6%
|
|
|
18
|
Avantax Planning Partners
Dubuque,
Iowa
|
$25.6M
|
-$1.94M
|
-37,506
|
-7%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$22.6M
|
+$3.7M
|
+71,682
|
+20%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$22.3M
|
-$787K
|
-15,252
|
-3%
|
|
|
21
|
Forum Financial Management
Lombard,
Illinois
|
$19.6M
|
-$8.1M
|
-156,857
|
-29%
|
|
|
22
|
Bank of New York Mellon
New York
|
$19.4M
|
-$569K
|
-11,021
|
-3%
|
|
|
23
|
Capstone Investment Advisors
New York
|
$19.2M
|
+$9.36M
|
+181,300
|
+97%
|
|
|
24
|
Man Group
London,
United Kingdom
|
$16.9M
|
+$11.3M
|
+219,168
|
+211%
|
|
|
25
|
Ocean Park Asset Management
Santa Monica,
California
|
$16.3M
|
+$970K
|
+18,800
|
+6%
|
|
