|
1
|
Bank of America
Charlotte,
North Carolina
|
$178M
|
+$3.6M
|
+49,418
|
+2%
|
|
|
2
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$37.4M
|
+$2M
|
+27,464
|
+6%
|
|
|
3
|
Wharton Business Group
Malvern,
Pennsylvania
|
$29.8M
|
-$350K
|
-4,800
|
-1%
|
|
|
4
|
|
$14.7M
|
+$790K
|
+10,844
|
+6%
|
|
|
5
|
Avidian Wealth Enterprises
Houston,
Texas
|
$11.6M
|
+$923K
|
+12,669
|
+9%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$5.3M
|
+$809K
|
+11,096
|
+18%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.51M
|
+$2.38M
|
+32,648
|
+115%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$4.29M
|
+$154K
|
+2,112
|
+4%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$4.22M
|
+$1.56M
|
+21,347
|
+59%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.02M
|
+$918K
|
+12,598
|
+30%
|
|
|
11
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.89M
|
-$263K
|
-3,605
|
-6%
|
|
|
12
|
|
$3.2M
|
+$1.05M
|
+14,369
|
+49%
|
|
|
13
|
ACG Wealth
Atlanta,
Georgia
|
$3.09M
|
+$1.44M
|
+19,742
|
+89%
|
|
|
14
|
|
$3.04M
|
-$111K
|
-1,524
|
-4%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$2.92M
|
+$1.67M
|
+22,852
|
+137%
|
|
|
16
|
Franklin Resources
San Mateo,
California
|
$2.52M
|
-$62.3K
|
-855
|
-2%
|
|
|
17
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$2.24M
|
+$833K
|
+11,423
|
+60%
|
|
|
18
|
Blue Fin Capital
Warren,
Rhode Island
|
$1.53M
|
+$377K
|
+5,170
|
+33%
|
|
|
19
|
Kalos Management
Alpharetta,
Georgia
|
$943K
|
-$13.4K
|
-184
|
-1%
|
|
|
20
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$758K
|
-$909K
|
-12,478
|
-55%
|
|
|
21
|
Diversified Trust
Memphis,
Tennessee
|
$545K
|
–
|
–
|
–
|
|
|
22
|
Whittier Trust
South Pasadena,
California
|
$401K
|
+$217K
|
+2,984
|
+121%
|
|
|
23
|
Flow Traders U.S.
New York
|
$364K
|
-$1.23M
|
-16,923
|
-77%
|
|
|
24
|
Calton & Associates
Tampa,
Florida
|
$355K
|
+$325K
|
+4,453
|
New
|
|
|
25
|
Fisher Asset Management
Camas,
Washington
|
$265K
|
+$5.98K
|
+82
|
+2%
|
|
