|
1
|
Bank of America
Charlotte,
North Carolina
|
$60.4M
|
-$9.75M
|
-117,618
|
-14%
|
|
|
2
|
Perella Weinberg Partners Capital Management
New York
|
$36.1M
|
–
|
–
|
–
|
|
|
3
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$35.7M
|
+$3.26M
|
+39,287
|
+10%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$32.5M
|
-$4.35M
|
-52,534
|
-12%
|
|
|
5
|
|
$30.3M
|
-$2.59M
|
-31,205
|
-8%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$19.8M
|
-$5.75M
|
-69,386
|
-22%
|
|
|
7
|
|
$15.7M
|
+$1.09M
|
+13,103
|
+7%
|
|
|
8
|
Money Design
Tokyo,
Japan
|
$14.8M
|
-$2.38M
|
-28,714
|
-14%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$13.6M
|
-$3.95M
|
-47,713
|
-22%
|
|
|
10
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$13.3M
|
+$13.5M
|
+162,824
|
New
|
|
|
11
|
Transform Wealth
Greenwood Village,
Colorado
|
$12.6M
|
-$21.5K
|
-260
|
-0.2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$11.7M
|
-$9.42M
|
-113,712
|
-44%
|
|
|
13
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$11.6M
|
+$2.22M
|
+26,815
|
+23%
|
|
|
14
|
Beta Wealth Group
San Diego,
California
|
$11.3M
|
+$476K
|
+5,741
|
+4%
|
|
|
15
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$8.32M
|
+$173K
|
+2,086
|
+2%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.5M
|
-$753K
|
-9,091
|
-10%
|
|
|
17
|
Columbia Advisory Partners
Spokane,
Washington
|
$6.4M
|
+$651K
|
+7,857
|
+11%
|
|
|
18
|
Cetera Advisor Networks
El Segundo,
California
|
$5.85M
|
-$4.39K
|
-53
|
-0.1%
|
|
|
19
|
Caption Management
Oklahoma City,
Oklahoma
|
$5.83M
|
+$5.91M
|
+71,300
|
New
|
|
|
20
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$5.8M
|
+$1.16M
|
+14,013
|
+25%
|
|
|
21
|
Ancora Advisors
Cleveland,
Ohio
|
$5.69M
|
-$829
|
-10
|
-0%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.65M
|
-$1.6M
|
-19,281
|
-25%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.6M
|
-$62.5K
|
-754
|
-1%
|
|
|
24
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$4.04M
|
-$189K
|
-2,282
|
-4%
|
|
|
25
|
Corient Private Wealth
Miami,
Florida
|
$4.01M
|
+$5.39K
|
+65
|
+0.1%
|
|
