|
1
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$60.7M
|
+$6.45M
|
+103,253
|
+13%
|
|
|
2
|
Wharton Business Group
Malvern,
Pennsylvania
|
$22M
|
-$1.6M
|
-25,630
|
-7%
|
|
|
3
|
|
$15.7M
|
-$860K
|
-13,775
|
-6%
|
|
|
4
|
Tolleson Wealth Management
Dallas,
Texas
|
$13.7M
|
-$4.1M
|
-65,603
|
-24%
|
|
|
5
|
Sage Advisory Services
Austin,
Texas
|
$9.88M
|
+$504K
|
+8,065
|
+6%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$8.11M
|
-$648K
|
-10,377
|
-8%
|
|
|
7
|
PFS Investments
Duluth,
Georgia
|
$7.13M
|
+$267K
|
+4,275
|
+4%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$6.42M
|
-$2.94M
|
-47,016
|
-33%
|
|
|
9
|
|
$5.59M
|
-$5.71M
|
-91,461
|
-52%
|
|
|
10
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$5.22M
|
–
|
–
|
–
|
|
|
11
|
FDx Advisors
Chicago,
Illinois
|
$4.9M
|
-$160K
|
-2,559
|
-3%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.65M
|
-$134K
|
-2,144
|
-4%
|
|
|
13
|
|
$3.51M
|
+$54.3K
|
+870
|
+2%
|
|
|
14
|
Madison Asset Management
Madison,
Wisconsin
|
$3.47M
|
+$3.25M
|
+51,991
|
New
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$3.33M
|
+$3.11M
|
+49,849
|
New
|
|
|
16
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$2.24M
|
-$20.3K
|
-325
|
-1%
|
|
|
17
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$2.19M
|
-$162K
|
-2,599
|
-7%
|
|
|
18
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$2.07M
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$1.91M
|
-$794K
|
-12,722
|
-31%
|
|
|
20
|
Park Avenue Securities
New York
|
$1.39M
|
+$1.3M
|
+20,855
|
New
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1.39M
|
-$57.8K
|
-925
|
-4%
|
|
|
22
|
Blue Fin Capital
Warren,
Rhode Island
|
$1.11M
|
+$27K
|
+432
|
+3%
|
|
|
23
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.1M
|
+$128K
|
+2,051
|
+14%
|
|
|
24
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$1.03M
|
–
|
–
|
–
|
|
|
25
|
Diversified Trust
Memphis,
Tennessee
|
$951K
|
–
|
–
|
–
|
|
