|
1
|
|
$51M
|
+$11.3M
|
+589,876
|
+28%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$28.7M
|
+$1.28M
|
+66,877
|
+5%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.6M
|
+$2.63M
|
+137,388
|
+19%
|
|
|
4
|
Penserra Capital Management
Orinda,
California
|
$12.1M
|
+$12.1M
|
+631,498
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$9.5M
|
+$1.14M
|
+59,419
|
+14%
|
|
|
6
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$8.74M
|
+$3.39M
|
+177,278
|
+63%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$6.7M
|
-$1M
|
-52,359
|
-13%
|
|
|
8
|
Litman Gregory Wealth Management
Larkspur,
California
|
$6.59M
|
+$904K
|
+47,250
|
+16%
|
|
|
9
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$5.52M
|
+$1.09M
|
+57,021
|
+25%
|
|
|
10
|
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
$4.79M
|
–
|
–
|
–
|
|
|
11
|
Family Management
New York
|
$2.96M
|
+$342K
|
+17,894
|
+13%
|
|
|
12
|
Relative Value Partners Group
|
$2.49M
|
-$17.4K
|
-910
|
-0.7%
|
|
|
13
|
|
$1.78M
|
+$94.7K
|
+4,950
|
+6%
|
|
|
14
|
|
$1.34M
|
+$17.3K
|
+905
|
+1%
|
|
|
15
|
Evoke Wealth
Los Angeles,
California
|
$1.15M
|
-$212K
|
-11,069
|
-16%
|
|
|
16
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.05M
|
+$1.05M
|
+55,000
|
New
|
|
|
17
|
Mariner Investment Group
Harrison,
New York
|
$1.04M
|
-$222K
|
-11,597
|
-18%
|
|
|
18
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$994K
|
–
|
–
|
–
|
|
|
19
|
Wedbush Securities
Los Angeles,
California
|
$865K
|
-$22.5K
|
-1,175
|
-3%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$789K
|
-$121K
|
-6,334
|
-13%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$480K
|
+$480K
|
+25,079
|
New
|
|
|
22
|
Optimum Investment Advisors
Chicago,
Illinois
|
$341K
|
+$34.5K
|
+1,804
|
+11%
|
|
|
23
|
Kestra Private Wealth Services
Austin,
Texas
|
$226K
|
+$226K
|
+11,791
|
New
|
|
|
24
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$213K
|
+$213K
|
+11,114
|
New
|
|
|
25
|
Transcend Capital Advisors
Madison,
New Jersey
|
$200K
|
–
|
–
|
–
|
|
