|
1
|
|
USD 44.5 M
|
-USD 4.43 M
|
-302,599
|
-10%
|
|
|
2
|
Tiedemann Trust
Wilmington,
Delaware
|
USD 16.1 M
|
-USD 3.1 M
|
-211,883
|
-17%
|
|
|
3
|
UMB Bank
Kansas City,
Missouri
|
USD 16 M
|
+USD 332 k
|
+22,653
|
+2%
|
|
|
4
|
Advisors Asset Management
Monument,
Colorado
|
USD 10.8 M
|
-USD 1.25 M
|
-84,997
|
-11%
|
|
|
5
|
Sit Investment Associates
Minneapolis,
Minnesota
|
USD 10.2 M
|
+USD 652 k
|
+44,508
|
+7%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
USD 7.6 M
|
-USD 538 k
|
-36,722
|
-7%
|
|
|
7
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
USD 6.46 M
|
+USD 18.6 k
|
+1,269
|
+0.3%
|
|
|
8
|
|
USD 6.42 M
|
-USD 152 k
|
-10,395
|
-2%
|
|
|
9
|
Premier Fund Managers
Guildford,
United Kingdom
|
USD 5.81 M
|
+USD 5.46 M
|
+372,750
|
Nuevas
|
|
|
10
|
Vector Wealth Management
Minneapolis,
Minnesota
|
USD 5.79 M
|
+USD 182 k
|
+12,410
|
+3%
|
|
|
11
|
Guggenheim Capital
Chicago,
Illinois
|
USD 5.64 M
|
+USD 412 k
|
+28,108
|
+8%
|
|
|
12
|
Tiedemann Advisors
New York
|
USD 4.37 M
|
+USD 4.1 M
|
+279,493
|
+84,695%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 2.99 M
|
+USD 859 k
|
+58,610
|
+44%
|
|
|
14
|
LPL Financial
San Diego,
California
|
USD 2.79 M
|
-USD 1.6 M
|
-109,079
|
-38%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
USD 2.38 M
|
+USD 175 k
|
+11,974
|
+9%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
USD 2.3 M
|
-USD 270 k
|
-18,427
|
-11%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
USD 2.27 M
|
+USD 310 k
|
+21,180
|
+17%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
USD 2.14 M
|
+USD 332 k
|
+22,685
|
+20%
|
|
|
19
|
Riggs Asset Management
Dallas,
Pennsylvania
|
USD 2.02 M
|
+USD 1.89 M
|
+128,931
|
Nuevas
|
|
|
20
|
|
USD 1.85 M
|
-USD 118 k
|
-8,086
|
-6%
|
|
|
21
|
|
USD 1.5 M
|
+USD 86.1 k
|
+5,878
|
+7%
|
|
|
22
|
SII Investments
Appleton,
Wisconsin
|
USD 920 k
|
+USD 59.7 k
|
+4,072
|
+7%
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
USD 751 k
|
+USD 706 k
|
+48,189
|
Nuevas
|
|
|
24
|
Nuveen Fund Advisors
Chicago,
Illinois
|
USD 742 k
|
+USD 696 k
|
+47,489
|
Nuevas
|
|
|
25
|
BB&T Securities
Richmond,
Virginia
|
USD 690 k
|
-USD 23.6 k
|
-1,612
|
-4%
|
|
