|
1
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$50.1M
|
+$1.41M
|
+27,299
|
+3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$35.9M
|
+$5.99M
|
+115,885
|
+20%
|
|
|
3
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$35.6M
|
+$3.84M
|
+74,204
|
+12%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$35.4M
|
-$4.46M
|
-86,208
|
-11%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$29.1M
|
+$2.27M
|
+43,898
|
+8%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.1M
|
+$502K
|
+9,703
|
+5%
|
|
|
7
|
National Planning Corporation
El Segundo,
California
|
$10.4M
|
+$1.26M
|
+24,415
|
+14%
|
|
|
8
|
IFC Holdings
Tampa,
Florida
|
$10.3M
|
+$416K
|
+8,038
|
+4%
|
|
|
9
|
Horizon Investments
Charlotte,
North Carolina
|
$8.48M
|
+$8.47M
|
+163,932
|
New
|
|
|
10
|
|
$8.38M
|
+$4.09M
|
+79,114
|
+95%
|
|
|
11
|
SII Investments
Appleton,
Wisconsin
|
$7.02M
|
+$231K
|
+4,474
|
+3%
|
|
|
12
|
WealthTrust Fairport
Cleveland,
Ohio
|
$6.86M
|
+$1.35M
|
+26,173
|
+25%
|
|
|
13
|
Allianz Asset Management
Munich,
Germany
|
$6.36M
|
-$2.58M
|
-50,000
|
-29%
|
|
|
14
|
Leuthold Group
Minneapolis,
Minnesota
|
$4.12M
|
–
|
–
|
–
|
|
|
15
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$4.03M
|
+$38.3K
|
+740
|
+1%
|
|
|
16
|
Barclays
London,
United Kingdom
|
$3.29M
|
-$34.6K
|
-670
|
-1%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$3.29M
|
+$7.7K
|
+149
|
+0.2%
|
|
|
18
|
Investment Centers of America
Bismarck,
North Dakota
|
$3.12M
|
+$3.13M
|
+60,551
|
New
|
|
|
19
|
Laidlaw Group
Bedford Hills,
New York
|
$2.85M
|
+$984K
|
+19,030
|
+53%
|
|
|
20
|
Bluefin Capital Management
New York
|
$2.8M
|
+$2.81M
|
+54,331
|
New
|
|
|
21
|
Credit Suisse
Zurich,
Switzerland
|
$2.79M
|
-$45.1K
|
-873
|
-2%
|
|
|
22
|
|
$2.69M
|
-$1.42M
|
-27,461
|
-35%
|
|
|
23
|
Forward Management
San Francisco,
California
|
$2.6M
|
+$994K
|
+19,230
|
+62%
|
|
|
24
|
|
$2.58M
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.29M
|
-$861K
|
-16,658
|
-27%
|
|
