|
1
|
|
$316M
|
-$36M
|
-338,614
|
-10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$160M
|
-$38.6M
|
-363,242
|
-19%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$89.9M
|
+$3.05M
|
+28,709
|
+4%
|
|
|
4
|
Schroder Investment Management Group
London,
United Kingdom
|
$60.6M
|
+$7.27M
|
+68,415
|
+13%
|
|
|
5
|
|
$56.7M
|
-$113M
|
-1,062,967
|
-67%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$55.4M
|
-$41.9M
|
-394,694
|
-43%
|
|
|
7
|
|
$50.6M
|
+$4.85M
|
+45,669
|
+11%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$49.8M
|
-$99.1K
|
-933
|
-0.2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$47.6M
|
-$21M
|
-198,152
|
-31%
|
|
|
10
|
|
$38.9M
|
+$38.5M
|
+362,021
|
+7,517%
|
|
|
11
|
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
$37.1M
|
+$37.2M
|
+350,000
|
New
|
|
|
12
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$35.4M
|
+$3.75M
|
+35,351
|
+12%
|
|
|
13
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$31.7M
|
-$1.38M
|
-12,946
|
-4%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.4M
|
-$3.65M
|
-34,377
|
-12%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$26.9M
|
+$1.63M
|
+15,300
|
+6%
|
|
|
16
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$26.5M
|
-$14.1M
|
-132,585
|
-35%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$23.4M
|
-$6.37M
|
-59,973
|
-21%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.9M
|
-$66.6M
|
-626,697
|
-75%
|
|
|
19
|
Evercore Wealth Management
New York
|
$20.3M
|
+$18.4M
|
+173,093
|
+936%
|
|
|
20
|
First International Bank & Trust
Watford City,
North Dakota
|
$16.6M
|
-$447K
|
-4,210
|
-3%
|
|
|
21
|
Permanens Capital
New York
|
$15.3M
|
-$63M
|
-593,393
|
-80%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.7M
|
+$706K
|
+6,643
|
+5%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$13.6M
|
-$7.08M
|
-66,635
|
-34%
|
|
|
24
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$13.2M
|
-$66.5K
|
-626
|
-0.5%
|
|
|
25
|
|
$11.8M
|
+$291K
|
+2,740
|
+3%
|
|
