|
1
|
University of Cambridge Investment Management
Cambridge,
|
$192M
|
–
|
–
|
–
|
|
|
2
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$43.4M
|
–
|
–
|
–
|
|
|
3
|
LPL Financial
San Diego,
California
|
$13.5M
|
+$1.99M
|
+38,112
|
+17%
|
|
|
4
|
Becker Capital Management
Portland,
Oregon
|
$12.2M
|
+$263K
|
+5,030
|
+2%
|
|
|
5
|
Brown Advisory
Baltimore,
Maryland
|
$9.7M
|
+$1.28M
|
+24,516
|
+15%
|
|
|
6
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$5.32M
|
+$205K
|
+3,933
|
+4%
|
|
|
7
|
DRW Securities
Chicago,
Illinois
|
$4.4M
|
+$4.36M
|
+83,540
|
New
|
|
|
8
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$4.18M
|
-$107K
|
-2,046
|
-3%
|
|
|
9
|
Wharton Business Group
Malvern,
Pennsylvania
|
$4.03M
|
–
|
–
|
–
|
|
|
10
|
Franklin Resources
San Mateo,
California
|
$4.01M
|
–
|
–
|
–
|
|
|
11
|
EP Wealth Advisors
Torrance,
California
|
$3.78M
|
+$3.74M
|
+71,647
|
New
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$3.63M
|
-$1.09M
|
-20,965
|
-23%
|
|
|
13
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$3.57M
|
+$52
|
+1
|
+0%
|
|
|
14
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.54M
|
+$193K
|
+3,700
|
+6%
|
|
|
15
|
BSW Wealth Partners
Boulder,
Colorado
|
$3.31M
|
-$55.7K
|
-1,067
|
-2%
|
|
|
16
|
Biltmore Family Office
Charlotte,
North Carolina
|
$2.96M
|
–
|
–
|
–
|
|
|
17
|
Gould Asset Management
Claremont,
California
|
$2.21M
|
+$49.1K
|
+940
|
+2%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$2.18M
|
+$41.5K
|
+795
|
+2%
|
|
|
19
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.97M
|
+$209K
|
+4,001
|
+12%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$1.8M
|
+$374K
|
+7,170
|
+27%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.62M
|
+$443K
|
+8,478
|
+38%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.61M
|
+$266K
|
+5,095
|
+20%
|
|
|
23
|
Napier Financial
Braintree,
Massachusetts
|
$1.6M
|
+$1.58M
|
+30,318
|
New
|
|
|
24
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$1.58M
|
+$3.24K
|
+62
|
+0.2%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$1.56M
|
-$43.5K
|
-833
|
-3%
|
|
