|
1
|
St. James Investment Company
Southlake,
Texas
|
$171M
|
+$171M
|
+1,865,536
|
New
|
|
|
2
|
|
$168M
|
+$44.6M
|
+487,728
|
+36%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$123M
|
+$988K
|
+10,800
|
+0.8%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$115M
|
+$27.2M
|
+296,804
|
+31%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$108M
|
+$16M
|
+175,348
|
+17%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$107M
|
-$121M
|
-1,323,722
|
-53%
|
|
|
7
|
IndexIQ Advisors
New York
|
$63M
|
-$3.92M
|
-42,779
|
-6%
|
|
|
8
|
Oppenheimer Asset Management
New York
|
$51.4M
|
+$49.8M
|
+544,128
|
+3,174%
|
|
|
9
|
SEI Investments
Oaks,
Pennsylvania
|
$50.7M
|
+$9.89M
|
+108,119
|
+24%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$40M
|
-$5.63M
|
-61,560
|
-12%
|
|
|
11
|
Hays Advisory
Franklin,
Tennessee
|
$28.5M
|
+$16.6M
|
+181,416
|
+139%
|
|
|
12
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$28M
|
+$140K
|
+1,533
|
+0.5%
|
|
|
13
|
Arlington Partners
Birmingham,
Alabama
|
$23.8M
|
+$23.8M
|
+259,824
|
New
|
|
|
14
|
Brasada Capital Management
Houston,
Texas
|
$22.8M
|
+$4.94M
|
+53,998
|
+28%
|
|
|
15
|
Main Management
San Francisco,
California
|
$19.9M
|
-$5.54M
|
-60,577
|
-22%
|
|
|
16
|
Jordan Park Group
San Francisco,
California
|
$19.7M
|
-$104M
|
-1,134,500
|
-84%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.1M
|
+$14.6M
|
+159,559
|
+576%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$16.9M
|
+$1.55M
|
+16,961
|
+10%
|
|
|
19
|
Tiedemann Advisors
New York
|
$15.6M
|
-$212K
|
-2,320
|
-1%
|
|
|
20
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$15.5M
|
+$15.5M
|
+169,089
|
New
|
|
|
21
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$15M
|
+$2.32M
|
+25,323
|
+18%
|
|
|
22
|
Beacon Financial Group
Dallas,
Texas
|
$15M
|
+$3.5M
|
+38,284
|
+24%
|
|
|
23
|
|
$13.3M
|
+$13.1M
|
+142,771
|
+6,096%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$12M
|
-$15.7M
|
-171,105
|
-57%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$11.9M
|
-$11.5M
|
-125,662
|
-49%
|
|
