|
1
|
|
$222M
|
+$16.5M
|
+777,459
|
+8%
|
|
|
2
|
|
$124M
|
-$25.9M
|
-1,220,247
|
-17%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$70.3M
|
+$9.14M
|
+430,752
|
+15%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$49.1M
|
+$50.1M
|
+2,359,323
|
New
|
|
|
5
|
|
$48.3M
|
+$20.1M
|
+949,146
|
+69%
|
|
|
6
|
Meitav Investment House
Bene-Beraq,
Israel
|
$44.9M
|
+$44.5M
|
+2,095,650
|
+2,589%
|
|
|
7
|
Allianz Asset Management
Munich,
Germany
|
$43.5M
|
+$27.9M
|
+1,313,430
|
+169%
|
|
|
8
|
Permanens Capital
New York
|
$27.9M
|
+$1.99M
|
+93,810
|
+8%
|
|
|
9
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$26.6M
|
+$27.1M
|
+1,276,806
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.4M
|
+$6.77M
|
+319,260
|
+40%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$22.4M
|
-$35.2K
|
-1,659
|
-0.2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$18.7M
|
+$8.94M
|
+421,398
|
+89%
|
|
|
13
|
Confluence Investment Management
St. Louis,
Missouri
|
$16M
|
+$16.3M
|
+767,055
|
New
|
|
|
14
|
|
$16M
|
+$16.3M
|
+767,055
|
New
|
|
|
15
|
|
$14.8M
|
-$2.67M
|
-125,832
|
-15%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.97M
|
-$130K
|
-6,114
|
-2%
|
|
|
17
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$6.95M
|
+$14.6K
|
+690
|
+0.2%
|
|
|
18
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$6.93M
|
+$5.97M
|
+281,463
|
+544%
|
|
|
19
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$6.66M
|
+$6.78M
|
+319,785
|
New
|
|
|
20
|
Empowered Funds
Havertown,
Pennsylvania
|
$6.63M
|
+$6.76M
|
+318,639
|
New
|
|
|
21
|
Welch & Forbes
Boston,
Massachusetts
|
$6.53M
|
+$434K
|
+20,460
|
+7%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$6.42M
|
-$321K
|
-15,120
|
-5%
|
|
|
23
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$6.34M
|
+$444K
|
+20,949
|
+7%
|
|
|
24
|
Raymond James Trust
St. Petersburg,
Florida
|
$5.93M
|
–
|
–
|
–
|
|
|
25
|
Avidian Wealth Enterprises
Houston,
Texas
|
$5.42M
|
-$746K
|
-35,166
|
-12%
|
|
