|
1
|
Morningstar Investment Management
Chicago,
Illinois
|
$75.9M
|
-$1.84M
|
-74,160
|
-2%
|
|
|
2
|
|
$33.1M
|
-$1.18M
|
-47,765
|
-3%
|
|
|
3
|
Morningstar Investment Services
Chicago,
Illinois
|
$21.9M
|
+$675K
|
+27,224
|
+3%
|
|
|
4
|
Arlington Partners
Birmingham,
Alabama
|
$15.5M
|
+$6.54K
|
+264
|
+0%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$13.3M
|
-$976K
|
-39,391
|
-6%
|
|
|
6
|
Evergreen Capital Management
Bellevue,
Washington
|
$13M
|
+$1.08M
|
+43,490
|
+8%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$12.9M
|
-$2.88M
|
-116,199
|
-17%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.6M
|
+$1.28M
|
+51,540
|
+13%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.34M
|
-$794K
|
-32,061
|
-9%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$7.06M
|
+$234K
|
+9,460
|
+3%
|
|
|
11
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.87M
|
-$575K
|
-23,202
|
-8%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$5.67M
|
-$538K
|
-21,730
|
-8%
|
|
|
13
|
|
$5.64M
|
-$2.76M
|
-111,366
|
-30%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.84M
|
-$1.59M
|
-64,057
|
-23%
|
|
|
15
|
Global Endowment Management
Charlotte,
North Carolina
|
$4.6M
|
+$1.76M
|
+71,000
|
+52%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$4.55M
|
+$635K
|
+25,642
|
+14%
|
|
|
17
|
Verity & Verity
Beaufort,
South Carolina
|
$4.37M
|
-$3.79M
|
-153,142
|
-44%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.26M
|
-$329K
|
-13,278
|
-6%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$3.76M
|
+$128K
|
+5,150
|
+3%
|
|
|
20
|
Breiter Capital Management
Bradenton,
Florida
|
$3.4M
|
-$117K
|
-4,702
|
-3%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.27M
|
-$53.5K
|
-2,158
|
-1%
|
|
|
22
|
EP Wealth Advisors
Torrance,
California
|
$3.24M
|
+$3.64M
|
+146,897
|
New
|
|
|
23
|
SOL Capital Management
Rockville,
Maryland
|
$2.66M
|
+$19.6K
|
+792
|
+0.7%
|
|
|
24
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$2.44M
|
+$464K
|
+18,745
|
+20%
|
|
|
25
|
Fortis Advisors
Wayne,
Pennsylvania
|
$2.42M
|
+$1.57M
|
+63,453
|
+137%
|
|
