|
1
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$132M
|
-$14.8M
|
-248,203
|
-10%
|
|
|
2
|
Iconiq Capital
San Francisco,
California
|
$117M
|
+$6.88M
|
+115,756
|
+6%
|
|
|
3
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$101M
|
+$1.41M
|
+23,679
|
+1%
|
|
|
4
|
|
$82.6M
|
+$7.15M
|
+120,227
|
+10%
|
|
|
5
|
Sarasin & Partners
London,
United Kingdom
|
$80.2M
|
-$9.41M
|
-158,336
|
-11%
|
|
|
6
|
Summit Rock Advisors
New York
|
$38.9M
|
-$741K
|
-12,471
|
-2%
|
|
|
7
|
Flow Traders U.S.
New York
|
$37.5M
|
+$21.4M
|
+359,422
|
+135%
|
|
|
8
|
|
$37.3M
|
-$75.5M
|
-1,270,978
|
-67%
|
|
|
9
|
|
$36.4M
|
+$7.4M
|
+124,539
|
+26%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$36.4M
|
-$38.4M
|
-646,352
|
-52%
|
|
|
11
|
|
$33.4M
|
+$13.9M
|
+233,991
|
+73%
|
|
|
12
|
Baystate Wealth Management
Boston,
Massachusetts
|
$30M
|
+$1.3M
|
+21,907
|
+5%
|
|
|
13
|
Ronald Blue & Co
Roswell,
Georgia
|
$28M
|
-$1.71M
|
-28,694
|
-6%
|
|
|
14
|
TD Capital Management
Memphis,
Tennessee
|
$27.9M
|
-$9.94M
|
-167,306
|
-26%
|
|
|
15
|
HSBC Holdings
London,
United Kingdom
|
$21.4M
|
+$399K
|
+6,720
|
+2%
|
|
|
16
|
|
$18.6M
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$17.3M
|
-$6.3M
|
-105,921
|
-27%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$16.8M
|
+$16.6M
|
+279,311
|
+71,987%
|
|
|
19
|
Suntrust Banks
Atlanta,
Georgia
|
$15.9M
|
-$538K
|
-9,057
|
-3%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$13.3M
|
-$1.99M
|
-33,556
|
-13%
|
|
|
21
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$13.2M
|
+$1.1M
|
+18,573
|
+9%
|
|
|
22
|
Brandywine Managers
Hockessin,
Delaware
|
$12.3M
|
+$12.2M
|
+205,000
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.3M
|
-$1.15M
|
-19,340
|
-9%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$10.5M
|
-$4.15M
|
-69,883
|
-29%
|
|
|
25
|
Appleton Group
Appleton,
Wisconsin
|
$10.4M
|
+$318K
|
+5,344
|
+3%
|
|
