|
1
|
Bank of America
Charlotte,
North Carolina
|
$105M
|
-$77.7M
|
-1,017,327
|
-42%
|
|
|
2
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$39.8M
|
+$1.81M
|
+23,690
|
+5%
|
|
|
3
|
Wharton Business Group
Malvern,
Pennsylvania
|
$30M
|
-$556K
|
-7,283
|
-2%
|
|
|
4
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$17.2M
|
+$17.5M
|
+229,199
|
New
|
|
|
5
|
|
$15.1M
|
+$140K
|
+1,827
|
+0.9%
|
|
|
6
|
Avidian Wealth Enterprises
Houston,
Texas
|
$11.9M
|
+$101K
|
+1,328
|
+0.8%
|
|
|
7
|
Xponance
Philadelphia,
Pennsylvania
|
$7.75M
|
+$7.9M
|
+103,437
|
New
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$6.28M
|
+$912K
|
+11,935
|
+17%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$5.35M
|
+$1.08M
|
+14,183
|
+25%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$4.75M
|
+$1.82M
|
+23,771
|
+60%
|
|
|
11
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.36M
|
+$280K
|
+3,670
|
+7%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$4.36M
|
–
|
–
|
–
|
|
|
13
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$4.02M
|
+$4.1M
|
+53,630
|
New
|
|
|
14
|
ACG Wealth
Atlanta,
Georgia
|
$3.44M
|
+$304K
|
+3,981
|
+9%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.41M
|
-$1.19M
|
-15,571
|
-25%
|
|
|
16
|
Blue Fin Capital
Warren,
Rhode Island
|
$3.11M
|
+$1.58M
|
+20,709
|
+100%
|
|
|
17
|
|
$3.09M
|
–
|
–
|
–
|
|
|
18
|
Franklin Resources
San Mateo,
California
|
$3.04M
|
+$487K
|
+6,375
|
+19%
|
|
|
19
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$2.89M
|
+$2.95M
|
+38,600
|
New
|
|
|
20
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$2.89M
|
+$622K
|
+8,138
|
+27%
|
|
|
21
|
|
$2.73M
|
-$537K
|
-7,036
|
-16%
|
|
|
22
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.26M
|
-$1.72M
|
-22,490
|
-43%
|
|
|
23
|
Whittier Trust
South Pasadena,
California
|
$1.05M
|
+$650K
|
+8,514
|
+156%
|
|
|
24
|
Kalos Management
Alpharetta,
Georgia
|
$966K
|
+$8.63K
|
+113
|
+0.9%
|
|
|
25
|
Flow Traders U.S.
New York
|
$779K
|
+$417K
|
+5,455
|
+110%
|
|
