|
1
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37.1M
|
+$26.8M
|
+428,964
|
+238%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$34.1M
|
+$29M
|
+464,485
|
+488%
|
|
|
3
|
Wharton Business Group
Malvern,
Pennsylvania
|
$25.3M
|
+$356K
|
+5,710
|
+1%
|
|
|
4
|
Avidian Wealth Enterprises
Houston,
Texas
|
$16.9M
|
+$7.12M
|
+114,167
|
+70%
|
|
|
5
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$13.9M
|
–
|
–
|
–
|
|
|
6
|
Brown Advisory
Baltimore,
Maryland
|
$12.4M
|
+$9.39M
|
+150,478
|
+283%
|
|
|
7
|
|
$11.4M
|
+$484K
|
+7,760
|
+4%
|
|
|
8
|
Tolleson Wealth Management
Dallas,
Texas
|
$5.98M
|
+$6.14M
|
+98,328
|
New
|
|
|
9
|
IFG Advisory
Atlanta,
Georgia
|
$4.95M
|
+$234K
|
+3,748
|
+3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$4.31M
|
-$1.9M
|
-30,383
|
-30%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$3.54M
|
+$112K
|
+1,787
|
+3%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.17M
|
-$2.17M
|
-34,711
|
-40%
|
|
|
13
|
Lazard Asset Management
New York
|
$3.14M
|
+$3.22M
|
+51,602
|
New
|
|
|
14
|
Franklin Resources
San Mateo,
California
|
$2.54M
|
+$17.9K
|
+287
|
+0.7%
|
|
|
15
|
|
$2.39M
|
–
|
–
|
–
|
|
|
16
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$2M
|
-$176K
|
-2,825
|
-8%
|
|
|
17
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$1.95M
|
-$287K
|
-4,600
|
-13%
|
|
|
18
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.8M
|
+$1.84M
|
+29,513
|
New
|
|
|
19
|
Arlington Financial Advisors
Santa Barbara,
California
|
$1.8M
|
+$1.84M
|
+29,517
|
New
|
|
|
20
|
Blue Fin Capital
Warren,
Rhode Island
|
$1.29M
|
-$1.32M
|
-21,155
|
-50%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1.26M
|
+$119K
|
+1,902
|
+10%
|
|
|
22
|
Bank of New York Mellon
New York
|
$1.08M
|
+$1.11M
|
+17,729
|
New
|
|
|
23
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.04M
|
-$510K
|
-8,173
|
-32%
|
|
|
24
|
Kalos Management
Alpharetta,
Georgia
|
$781K
|
+$102K
|
+1,638
|
+15%
|
|
|
25
|
Kore Private Wealth
New York
|
$743K
|
+$762K
|
+12,206
|
New
|
|
