|
1
|
Bank of America
Charlotte,
North Carolina
|
$74.1M
|
-$3.16M
|
-166,934
|
-4%
|
|
|
2
|
Metis Global Partners
San Diego,
California
|
$65.4M
|
+$8.51M
|
+449,954
|
+16%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$48.3M
|
-$327K
|
-17,298
|
-0.7%
|
|
|
4
|
|
$43.1M
|
-$2.6M
|
-137,256
|
-6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$29.9M
|
-$1.32M
|
-69,590
|
-4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$27.7M
|
+$1.39M
|
+73,689
|
+6%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$26M
|
-$1.01M
|
-53,529
|
-4%
|
|
|
8
|
Blue Trust Inc
Alpharetta,
Georgia
|
$19.4M
|
-$36.5M
|
-1,928,200
|
-64%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.4M
|
-$1.99M
|
-105,224
|
-11%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$16.6M
|
+$464K
|
+24,564
|
+3%
|
|
|
11
|
Towneley Capital Management
Laguna Hills,
California
|
$15.9M
|
+$15.2M
|
+805,248
|
New
|
|
|
12
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$13.8M
|
+$658K
|
+34,822
|
+5%
|
|
|
13
|
Waverton Investment Management
London,
United Kingdom
|
$13.2M
|
-$238K
|
-12,590
|
-2%
|
|
|
14
|
Allen Capital Group
Grand Island,
Nebraska
|
$12.8M
|
-$1.34M
|
-70,644
|
-10%
|
|
|
15
|
Cypress Capital
Franklin,
Tennessee
|
$12.6M
|
+$482K
|
+25,519
|
+4%
|
|
|
16
|
Mountain Lake Investment Management
Boca Raton,
Florida
|
$12.3M
|
-$983K
|
-52,000
|
-8%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$11.7M
|
+$331K
|
+17,489
|
+3%
|
|
|
18
|
Freedom Investment Management
Hartford,
Connecticut
|
$11.5M
|
-$1.23M
|
-65,182
|
-10%
|
|
|
19
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$11.3M
|
+$2.03M
|
+107,594
|
+23%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10.6M
|
-$3.05M
|
-161,139
|
-23%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.91M
|
+$863K
|
+45,658
|
+10%
|
|
|
22
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$9.6M
|
-$178K
|
-9,434
|
-2%
|
|
|
23
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$9.59M
|
-$28.2K
|
-1,493
|
-0.3%
|
|
|
24
|
Empowered Funds
Havertown,
Pennsylvania
|
$9.11M
|
+$6.16M
|
+326,034
|
+241%
|
|
|
25
|
Farther Finance Advisors
San Francisco,
California
|
$9.1M
|
-$232K
|
-12,294
|
-3%
|
|
