|
1
|
|
$27.3M
|
-$13.4M
|
-639,558
|
-33%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$21.1M
|
-$2.99M
|
-142,573
|
-12%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$20.2M
|
-$1.64M
|
-77,980
|
-8%
|
|
|
4
|
|
$18.4M
|
+$3.27M
|
+155,630
|
+22%
|
|
|
5
|
Private Wealth Advisors (California)
Fresno,
California
|
$18.2M
|
+$455K
|
+21,677
|
+3%
|
|
|
6
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$17.6M
|
–
|
–
|
–
|
|
|
7
|
|
$15.4M
|
-$4.97M
|
-236,901
|
-25%
|
|
|
8
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$13.2M
|
–
|
–
|
–
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$10.6M
|
+$175K
|
+8,355
|
+2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$10.2M
|
+$733K
|
+34,924
|
+8%
|
|
|
11
|
Nilsine Partners
Greenwood Village,
Colorado
|
$8.38M
|
+$8.35M
|
+397,851
|
New
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$8.35M
|
-$973K
|
-46,393
|
-10%
|
|
|
13
|
Passaic Partners
Newark,
New Jersey
|
$6.41M
|
-$6.04M
|
-287,923
|
-49%
|
|
|
14
|
|
$6.16M
|
+$2.08M
|
+99,014
|
+51%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.98M
|
-$1.37M
|
-65,179
|
-19%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$5.79M
|
+$3.89M
|
+185,346
|
+208%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.72M
|
+$223K
|
+10,644
|
+4%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.41M
|
-$1.86M
|
-88,836
|
-26%
|
|
|
19
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$5.09M
|
-$2.71M
|
-129,240
|
-35%
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
$5.01M
|
+$4.42M
|
+210,464
|
+767%
|
|
|
21
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$4.28M
|
–
|
–
|
–
|
|
|
22
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$3.05M
|
-$665K
|
-31,687
|
-18%
|
|
|
23
|
GTS Securities
Miami,
Florida
|
$2.98M
|
+$2.97M
|
+141,393
|
New
|
|
|
24
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$2.92M
|
+$2.89M
|
+137,790
|
New
|
|
|
25
|
Daiwa Securities Group
Tokyo,
Japan
|
$2.76M
|
+$126K
|
+6,000
|
+5%
|
|
