|
1
|
Bank of America
Charlotte,
North Carolina
|
$985M
|
+$26.5M
|
+551,601
|
+3%
|
|
|
2
|
|
$256M
|
+$11.5M
|
+240,599
|
+5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$196M
|
-$9.36M
|
-195,001
|
-5%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$142M
|
+$5.26M
|
+109,552
|
+4%
|
|
|
5
|
|
$102M
|
-$528K
|
-10,996
|
-0.5%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$87.2M
|
-$8.5M
|
-177,080
|
-9%
|
|
|
7
|
|
$85.9M
|
+$6.93M
|
+144,369
|
+9%
|
|
|
8
|
Quent Long Short Global Small Cap Fund
New York
|
$85.9M
|
+$85.9M
|
+1,789,151
|
New
|
|
|
9
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$82.4M
|
+$3.88M
|
+80,868
|
+5%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$82.2M
|
-$5.35M
|
-111,426
|
-6%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$76M
|
+$899K
|
+18,733
|
+1%
|
|
|
12
|
CX Institutional
Auburn,
Indiana
|
$50.8M
|
+$984K
|
+20,504
|
+2%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$48M
|
-$87.5M
|
-1,822,962
|
-65%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$40.5M
|
+$2.46M
|
+51,183
|
+6%
|
|
|
15
|
Financial Engines Advisors
Santa Clara,
California
|
$31.9M
|
-$403K
|
-8,395
|
-1%
|
|
|
16
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$29.6M
|
-$1.78M
|
-37,150
|
-6%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29.4M
|
+$406K
|
+8,452
|
+1%
|
|
|
18
|
UMB Bank
Kansas City,
Missouri
|
$25.4M
|
+$25.4M
|
+528,907
|
New
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$24.1M
|
+$4.27M
|
+89,071
|
+22%
|
|
|
20
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$20M
|
+$261K
|
+5,434
|
+1%
|
|
|
21
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$19.5M
|
+$1.41M
|
+29,399
|
+8%
|
|
|
22
|
Karpus Investment Management
Pittsford,
New York
|
$19.1M
|
-$23.9M
|
-498,201
|
-56%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$17.6M
|
+$134K
|
+2,795
|
+0.8%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16M
|
+$1.22M
|
+25,478
|
+8%
|
|
|
25
|
|
$15.6M
|
-$623K
|
-12,978
|
-4%
|
|
