|
1
|
Bank of America
Charlotte,
North Carolina
|
$53.8M
|
+$51.9M
|
+774,542
|
+2,216%
|
|
|
2
|
|
$25.7M
|
+$10.9M
|
+162,586
|
+72%
|
|
|
3
|
Wharton Business Group
Malvern,
Pennsylvania
|
$21.5M
|
–
|
–
|
–
|
|
|
4
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$17.2M
|
+$17.3M
|
+258,290
|
New
|
|
|
5
|
Summit Trail Advisors
New York
|
$15.6M
|
+$11.8M
|
+176,702
|
+308%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.6M
|
-$17.7M
|
-264,705
|
-56%
|
|
|
7
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$13.6M
|
-$20K
|
-299
|
-0.1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$12.5M
|
+$11.7M
|
+174,083
|
+1,208%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.32M
|
-$637K
|
-9,505
|
-6%
|
|
|
10
|
|
$7.45M
|
+$1.53M
|
+22,849
|
+26%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$7.35M
|
+$6.03M
|
+89,998
|
+446%
|
|
|
12
|
PGIM Custom Harvest
Newark,
New Jersey
|
$7.35M
|
+$1.98M
|
+29,496
|
+36%
|
|
|
13
|
Sage Advisory Services
Austin,
Texas
|
$7.11M
|
-$6.44M
|
-96,057
|
-47%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$6.57M
|
-$3.55M
|
-52,941
|
-35%
|
|
|
15
|
PFS Investments
Duluth,
Georgia
|
$6.17M
|
-$7.67M
|
-114,512
|
-55%
|
|
|
16
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$4.98M
|
-$133K
|
-1,983
|
-3%
|
|
|
17
|
Tolleson Wealth Management
Dallas,
Texas
|
$4.62M
|
-$8.98M
|
-133,970
|
-66%
|
|
|
18
|
Flow Traders U.S.
New York
|
$4.21M
|
+$1.57M
|
+23,437
|
+59%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$4.1M
|
+$1.02M
|
+15,296
|
+33%
|
|
|
20
|
FDx Advisors
Chicago,
Illinois
|
$3.49M
|
–
|
–
|
–
|
|
|
21
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$3.37M
|
+$424K
|
+6,330
|
+14%
|
|
|
22
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$3.32M
|
+$3.35M
|
+49,947
|
New
|
|
|
23
|
Edge Capital Group
Atlanta,
Georgia
|
$2.9M
|
+$1.13M
|
+16,900
|
+63%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$2.83M
|
-$295K
|
-4,401
|
-9%
|
|
|
25
|
CIBC World Market
Toronto,
Ontario, Canada
|
$2.11M
|
+$25.6K
|
+382
|
+1%
|
|
