|
1
|
Bank of America
Charlotte,
North Carolina
|
$137M
|
+$24.6M
|
+998,923
|
+22%
|
|
|
2
|
|
$84.8M
|
+$6.87M
|
+278,646
|
+9%
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$64M
|
+$7.7M
|
+312,716
|
+14%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$26.6M
|
-$25.4M
|
-1,031,798
|
-49%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$18.8M
|
+$574K
|
+23,279
|
+3%
|
|
|
6
|
Howland Capital Management
Boston,
Massachusetts
|
$16.8M
|
-$55.4K
|
-2,250
|
-0.3%
|
|
|
7
|
First Trust Advisors
Wheaton,
Illinois
|
$9.98M
|
+$3.46M
|
+140,229
|
+54%
|
|
|
8
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$5.49M
|
+$65.3K
|
+2,652
|
+1%
|
|
|
9
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$4.4M
|
+$46.3K
|
+1,880
|
+1%
|
|
|
10
|
One Capital Management
Westlake Village,
California
|
$4.26M
|
+$258K
|
+10,460
|
+6%
|
|
|
11
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$2.37M
|
+$246K
|
+10,000
|
+12%
|
|
|
12
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$2.35M
|
–
|
–
|
–
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$2.21M
|
+$2.16M
|
+87,657
|
+5,663%
|
|
|
14
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$1.98M
|
+$1.96M
|
+79,600
|
New
|
|
|
15
|
Boston Advisors
Boston,
Massachusetts
|
$1.89M
|
+$799K
|
+32,422
|
+74%
|
|
|
16
|
Community Bank
Dewitt,
New York
|
$1.72M
|
+$1.71M
|
+69,320
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.69M
|
+$276K
|
+11,196
|
+20%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.67M
|
+$752K
|
+30,539
|
+83%
|
|
|
19
|
Condor Capital Management
Martinsville,
New Jersey
|
$1.64M
|
+$1.63M
|
+66,092
|
New
|
|
|
20
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$1.56M
|
+$1.55M
|
+63,000
|
New
|
|
|
21
|
Lombard Odier Transatlantic
Montreal,
Quebec, Canada
|
$1.56M
|
+$1.55M
|
+63,000
|
New
|
|
|
22
|
Old Mission Capital
Chicago,
Illinois
|
$1.19M
|
-$180K
|
-7,300
|
-13%
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$1.19M
|
+$54.5K
|
+2,212
|
+5%
|
|
|
24
|
Wharton Business Group
Malvern,
Pennsylvania
|
$1.08M
|
+$128K
|
+5,195
|
+14%
|
|
|
25
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
|
$1.03M
|
–
|
–
|
–
|
|
