|
1
|
|
$23.2M
|
-$2.25M
|
-34,274
|
-9%
|
|
|
2
|
Wharton Business Group
Malvern,
Pennsylvania
|
$21.3M
|
+$10.2K
|
+155
|
+0%
|
|
|
3
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$16.4M
|
-$541K
|
-8,250
|
-3%
|
|
|
4
|
Summit Trail Advisors
New York
|
$15.3M
|
-$117K
|
-1,783
|
-0.8%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.9M
|
-$586K
|
-8,934
|
-4%
|
|
|
6
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$12.9M
|
-$569K
|
-8,674
|
-4%
|
|
|
7
|
PGIM Custom Harvest
Newark,
New Jersey
|
$6.93M
|
-$336K
|
-5,117
|
-5%
|
|
|
8
|
Sage Advisory Services
Austin,
Texas
|
$6.9M
|
-$127K
|
-1,936
|
-2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$6.72M
|
+$223K
|
+3,405
|
+3%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.6M
|
-$2.61M
|
-39,833
|
-28%
|
|
|
11
|
PFS Investments
Duluth,
Georgia
|
$6.02M
|
-$110K
|
-1,681
|
-2%
|
|
|
12
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$5.12M
|
+$200K
|
+3,052
|
+4%
|
|
|
13
|
GFG Capital
Miami,
Florida
|
$4.68M
|
+$1.98M
|
+30,155
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$4.32M
|
+$266K
|
+4,050
|
+7%
|
|
|
15
|
Flow Traders U.S.
New York
|
$4.15M
|
-$9.91K
|
-151
|
-0.2%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$3.9M
|
-$49.2M
|
-750,079
|
-93%
|
|
|
17
|
|
$3.01M
|
+$2.35M
|
+35,792
|
+358%
|
|
|
18
|
Edge Capital Group
Atlanta,
Georgia
|
$2.86M
|
–
|
–
|
–
|
|
|
19
|
Madison Asset Management
Madison,
Wisconsin
|
$2.46M
|
+$2.46M
|
+37,477
|
New
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$2.36M
|
-$441K
|
-6,721
|
-16%
|
|
|
21
|
Tolleson Wealth Management
Dallas,
Texas
|
$2.15M
|
-$2.42M
|
-36,913
|
-53%
|
|
|
22
|
CIBC World Market
Toronto,
Ontario, Canada
|
$2.14M
|
+$58.6K
|
+893
|
+3%
|
|
|
23
|
ERn Financial LLC
Middleton,
Wisconsin
|
$1.93M
|
-$45K
|
-685
|
-2%
|
|
|
24
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$1.88M
|
-$1.45M
|
-22,160
|
-44%
|
|
|
25
|
Corient Private Wealth
Miami,
Florida
|
$1.67M
|
+$166K
|
+2,534
|
+11%
|
|
