|
1
|
|
$58.5M
|
+$5.18M
|
+262,389
|
+10%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$36.5M
|
+$6.42M
|
+325,415
|
+22%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19M
|
+$1.56M
|
+78,897
|
+9%
|
|
|
4
|
Penserra Capital Management
Orinda,
California
|
$17.4M
|
+$4.75M
|
+240,671
|
+38%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$14.1M
|
+$4.16M
|
+210,829
|
+42%
|
|
|
6
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$9.21M
|
+$70K
|
+3,547
|
+0.8%
|
|
|
7
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$8M
|
+$2.2M
|
+111,556
|
+39%
|
|
|
8
|
Litman Gregory Wealth Management
Larkspur,
California
|
$7.79M
|
-$6.64M
|
-336,498
|
-98%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$6.46M
|
-$534K
|
-27,064
|
-8%
|
|
|
10
|
Family Management
New York
|
$3.1M
|
+$11.8K
|
+597
|
+0.4%
|
|
|
11
|
|
$2.89M
|
+$2.85M
|
+144,547
|
New
|
|
|
12
|
|
$1.72M
|
-$149K
|
-7,545
|
-8%
|
|
|
13
|
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
$1.35M
|
-$3.6M
|
-182,388
|
-73%
|
|
|
14
|
Evoke Wealth
Los Angeles,
California
|
$1.2M
|
–
|
–
|
–
|
|
|
15
|
|
$1.12M
|
+$1.11M
|
+56,100
|
New
|
|
|
16
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$1.04M
|
–
|
–
|
–
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$708K
|
-$115K
|
-5,807
|
-14%
|
|
|
18
|
Wedbush Securities
Los Angeles,
California
|
$621K
|
-$279K
|
-14,125
|
-31%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$592K
|
+$89.5K
|
+4,533
|
+18%
|
|
|
20
|
Relative Value Partners Group
|
$445K
|
-$2.12M
|
-107,663
|
-83%
|
|
|
21
|
Mariner Investment Group
Harrison,
New York
|
$429K
|
-$650K
|
-32,934
|
-61%
|
|
|
22
|
Optimum Investment Advisors
Chicago,
Illinois
|
$396K
|
+$39.5K
|
+2,003
|
+11%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$348K
|
+$343K
|
+17,382
|
New
|
|
|
24
|
Independent Financial Group
San Diego,
California
|
$291K
|
+$86.7K
|
+4,391
|
+43%
|
|
|
25
|
Kestra Private Wealth Services
Austin,
Texas
|
$240K
|
+$4.12K
|
+209
|
+2%
|
|
