|
1
|
|
$295M
|
-$31.7M
|
-288,212
|
-10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$163M
|
-$3.15M
|
-28,682
|
-2%
|
|
|
3
|
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
$77M
|
+$2.06M
|
+18,750
|
+3%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$60.8M
|
+$15.3M
|
+138,978
|
+34%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$57.1M
|
-$3.59M
|
-32,673
|
-6%
|
|
|
6
|
|
$52.2M
|
-$336M
|
-3,059,674
|
-87%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$52.1M
|
+$141K
|
+1,286
|
+0.3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$47.3M
|
-$11.9M
|
-107,795
|
-20%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$45.3M
|
-$16.1M
|
-146,302
|
-26%
|
|
|
10
|
Permanens Capital
New York
|
$35M
|
+$17.9M
|
+162,390
|
+105%
|
|
|
11
|
|
$32M
|
-$15.1M
|
-137,135
|
-32%
|
|
|
12
|
Evercore Wealth Management
New York
|
$31.8M
|
+$1.84M
|
+16,737
|
+6%
|
|
|
13
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$30.9M
|
+$14M
|
+127,528
|
+83%
|
|
|
14
|
Summit Financial
Parsippany,
New Jersey
|
$24.8M
|
+$21.1M
|
+191,857
|
+584%
|
|
|
15
|
Allianz Asset Management
Munich,
Germany
|
$23.9M
|
+$23.8M
|
+216,470
|
New
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$23.1M
|
-$6.78M
|
-61,667
|
-23%
|
|
|
17
|
Schroder Investment Management Group
London,
United Kingdom
|
$22.1M
|
-$19.5M
|
-177,284
|
-47%
|
|
|
18
|
First International Bank & Trust
Watford City,
North Dakota
|
$19.2M
|
+$353K
|
+3,207
|
+2%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.1M
|
-$301K
|
-2,733
|
-2%
|
|
|
20
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$15.4M
|
+$992K
|
+9,016
|
+7%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$13.9M
|
+$768K
|
+6,980
|
+6%
|
|
|
22
|
|
$12.1M
|
–
|
–
|
–
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$10.5M
|
+$5.04M
|
+45,792
|
+92%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$10.4M
|
+$4.73M
|
+42,965
|
+84%
|
|
|
25
|
Evernest Financial Advisors
Carmel,
Indiana
|
$10.2M
|
-$66.6K
|
-606
|
-0.6%
|
|
