|
1
|
|
$94.7M
|
-$16.5M
|
-956,781
|
-15%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$50.8M
|
-$1.6M
|
-92,664
|
-3%
|
|
|
3
|
|
$47.2M
|
+$17.8M
|
+1,034,220
|
+66%
|
|
|
4
|
|
$16.8M
|
+$999K
|
+58,050
|
+7%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$15.5M
|
-$198K
|
-11,484
|
-1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$14.2M
|
-$1.68M
|
-97,413
|
-11%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$13M
|
+$8.4M
|
+488,136
|
+213%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.5M
|
-$4.71M
|
-273,810
|
-30%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$7.8M
|
+$5.12M
|
+297,438
|
+224%
|
|
|
10
|
Permanens Capital
New York
|
$7.57M
|
+$5.1M
|
+295,986
|
+244%
|
|
|
11
|
Windsor Creek Advisors
Bethel,
Vermont
|
$7.41M
|
+$1.47M
|
+85,245
|
+26%
|
|
|
12
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$7.12M
|
–
|
–
|
–
|
|
|
13
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$6.91M
|
+$1.04M
|
+60,312
|
+21%
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$5.88M
|
+$5.58M
|
+323,907
|
New
|
|
|
15
|
Marketfield Asset Management
New York
|
$5.22M
|
-$137K
|
-7,983
|
-2%
|
|
|
16
|
Raymond James Trust
St. Petersburg,
Florida
|
$5.17M
|
–
|
–
|
–
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$4.1M
|
+$1.18M
|
+68,358
|
+43%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$3.99M
|
+$1.19M
|
+68,952
|
+46%
|
|
|
19
|
HSBC Holdings
London,
United Kingdom
|
$3.8M
|
-$2.97M
|
-172,290
|
-45%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$3.79M
|
-$410K
|
-23,832
|
-10%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.64M
|
+$1M
|
+58,104
|
+43%
|
|
|
22
|
Welch & Forbes
Boston,
Massachusetts
|
$3.6M
|
+$2.12K
|
+123
|
+0.1%
|
|
|
23
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$3.48M
|
+$84K
|
+4,878
|
+3%
|
|
|
24
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$3.39M
|
+$31.4K
|
+1,821
|
+1%
|
|
|
25
|
Condor Capital Management
Martinsville,
New Jersey
|
$3.21M
|
-$19.7K
|
-1,143
|
-0.6%
|
|
