|
1
|
|
$260M
|
-$44M
|
-402,929
|
-15%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$152M
|
-$16.5M
|
-151,011
|
-10%
|
|
|
3
|
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
$108M
|
+$26.5M
|
+242,250
|
+35%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$62.6M
|
-$429K
|
-3,923
|
-0.7%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$54.5M
|
-$4.51M
|
-41,227
|
-8%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$53.9M
|
-$81K
|
-741
|
-0.2%
|
|
|
7
|
Permanens Capital
New York
|
$53.7M
|
+$16.7M
|
+152,751
|
+48%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$48.3M
|
+$1.23M
|
+11,223
|
+3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$41.9M
|
-$6.92M
|
-63,294
|
-15%
|
|
|
10
|
Evercore Wealth Management
New York
|
$34.2M
|
+$1.12M
|
+10,203
|
+4%
|
|
|
11
|
|
$29.2M
|
-$3.8M
|
-34,740
|
-12%
|
|
|
12
|
|
$25.7M
|
-$27.1M
|
-248,218
|
-52%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22M
|
+$4.15M
|
+37,961
|
+25%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$20.3M
|
-$3.51M
|
-32,092
|
-15%
|
|
|
15
|
First International Bank & Trust
Watford City,
North Dakota
|
$17.1M
|
-$2.73M
|
-25,005
|
-14%
|
|
|
16
|
Potomac Fund Management
Miami,
Florida
|
$16.8M
|
+$16M
|
+146,849
|
New
|
|
|
17
|
Schroder Investment Management Group
London,
United Kingdom
|
$16.6M
|
-$6.14M
|
-56,152
|
-28%
|
|
|
18
|
Flow Traders U.S.
New York
|
$16.5M
|
+$6.56M
|
+60,060
|
+71%
|
|
|
19
|
RiverFront Investment Group
Richmond,
Virginia
|
$16.3M
|
+$15.6M
|
+142,778
|
New
|
|
|
20
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$15.5M
|
-$412K
|
-3,771
|
-3%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$14.9M
|
+$464K
|
+4,250
|
+3%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.9M
|
+$8.09M
|
+74,000
|
+131%
|
|
|
23
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$14.4M
|
-$16.9M
|
-154,817
|
-55%
|
|
|
24
|
Bank of New York Mellon
New York
|
$13.9M
|
+$11.2M
|
+102,766
|
+551%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.3M
|
+$4.96M
|
+45,377
|
+64%
|
|
