|
1
|
|
$5.15B
|
+$26.7M
|
+434,109
|
+0.5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$594M
|
+$30.1M
|
+490,651
|
+5%
|
|
|
3
|
|
$29.1M
|
+$29.9M
|
+486,705
|
New
|
|
|
4
|
|
$21.3M
|
-$579K
|
-9,428
|
-3%
|
|
|
5
|
|
$14.4M
|
+$10.7M
|
+174,443
|
+264%
|
|
|
6
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$12M
|
+$915K
|
+14,896
|
+8%
|
|
|
7
|
Simon Quick Advisors
Morristown,
New Jersey
|
$10.3M
|
+$11.9K
|
+194
|
+0.1%
|
|
|
8
|
Financial Management Professionals
Austin,
Texas
|
$9.3M
|
+$9.54M
|
+155,296
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$7.18M
|
+$1.48M
|
+24,055
|
+25%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$5.92M
|
+$446K
|
+7,263
|
+8%
|
|
|
11
|
PGIM Custom Harvest
Newark,
New Jersey
|
$4.53M
|
+$333K
|
+5,424
|
+8%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$4.33M
|
-$10.4K
|
-170
|
-0.2%
|
|
|
13
|
Northern Trust
Chicago,
Illinois
|
$3.99M
|
+$2.46M
|
+40,000
|
+150%
|
|
|
14
|
Syon Capital
San Francisco,
California
|
$2.73M
|
-$115K
|
-1,864
|
-4%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$2.39M
|
+$367K
|
+5,972
|
+18%
|
|
|
16
|
Choreo LLC
Rockford,
Illinois
|
$2.19M
|
-$983
|
-16
|
-0%
|
|
|
17
|
Quantinno Capital Management
New York
|
$1.89M
|
-$251K
|
-4,090
|
-11%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$1.81M
|
+$558K
|
+9,082
|
+43%
|
|
|
19
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$1.24M
|
-$1.13M
|
-18,425
|
-47%
|
|
|
20
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.14M
|
+$184
|
+3
|
+0%
|
|
|
21
|
Brown Advisory
Baltimore,
Maryland
|
$986K
|
+$1.01M
|
+16,473
|
New
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$967K
|
-$20.3K
|
-331
|
-2%
|
|
|
23
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$939K
|
-$71K
|
-1,156
|
-7%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$937K
|
+$478K
|
+7,776
|
+99%
|
|
|
25
|
Certuity
North Palm Beach,
Florida
|
$828K
|
-$57.3K
|
-933
|
-6%
|
|
