|
1
|
|
$393M
|
-$473M
|
-4,710,798
|
-55%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$392M
|
-$74.7M
|
-742,789
|
-16%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$243M
|
-$12.5M
|
-124,227
|
-5%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$180M
|
+$105M
|
+1,041,731
|
+140%
|
|
|
5
|
Equity Investment Corp
Atlanta,
Georgia
|
$166M
|
+$35.7M
|
+354,872
|
+28%
|
|
|
6
|
NorthRock Partners
Minneapolis,
Minnesota
|
$160M
|
+$6.95M
|
+69,141
|
+5%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$146M
|
+$21M
|
+209,408
|
+17%
|
|
|
8
|
|
$125M
|
+$44.1M
|
+438,997
|
+55%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$115M
|
-$6.94M
|
-69,055
|
-6%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$114M
|
-$4.14M
|
-41,173
|
-4%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$113M
|
-$7.19M
|
-71,583
|
-6%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$110M
|
-$733K
|
-7,292
|
-0.7%
|
|
|
13
|
Lee Johnson Capital Management
Fort Worth,
Texas
|
$95.9M
|
+$95.7M
|
+951,894
|
New
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$95M
|
-$76M
|
-756,382
|
-44%
|
|
|
15
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$91.7M
|
+$30.1M
|
+299,344
|
+49%
|
|
|
16
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$91.4M
|
+$42.8M
|
+425,754
|
+88%
|
|
|
17
|
Confluence Investment Management
St. Louis,
Missouri
|
$91.4M
|
-$8.53M
|
-84,822
|
-9%
|
|
|
18
|
Cresset Asset Management
Chicago,
Illinois
|
$89.2M
|
-$932K
|
-9,270
|
-1%
|
|
|
19
|
Renaissance Technologies
New York
|
$78.3M
|
–
|
–
|
–
|
|
|
20
|
GM Advisory Group
Melville,
New York
|
$77.2M
|
-$34.4M
|
-341,828
|
-31%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$73.2M
|
-$11.9M
|
-118,009
|
-14%
|
|
|
22
|
Balentine LLC
Atlanta,
Georgia
|
$71.7M
|
+$15.7M
|
+156,588
|
+28%
|
|
|
23
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$71M
|
+$34.3M
|
+340,896
|
+94%
|
|
|
24
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$70.4M
|
-$10.1M
|
-100,624
|
-13%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$67M
|
+$50.8M
|
+505,072
|
+315%
|
|
