|
1
|
Old Mission Capital
Chicago,
Illinois
|
$23.6M
|
+$24.7M
|
+374,607
|
New
|
|
|
2
|
|
$21.8M
|
-$400K
|
-6,074
|
-2%
|
|
|
3
|
|
$15.8M
|
+$16.2M
|
+246,435
|
+4,845%
|
|
|
4
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$15M
|
-$770K
|
-11,689
|
-5%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.5M
|
+$2.22M
|
+33,684
|
+17%
|
|
|
6
|
Summit Trail Advisors
New York
|
$14.1M
|
-$537K
|
-8,143
|
-4%
|
|
|
7
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$12.7M
|
+$403K
|
+6,108
|
+3%
|
|
|
8
|
PGIM Custom Harvest
Newark,
New Jersey
|
$11M
|
+$4.55M
|
+69,040
|
+65%
|
|
|
9
|
Wharton Business Group
Malvern,
Pennsylvania
|
$10.7M
|
-$10.1M
|
-153,705
|
-47%
|
|
|
10
|
Sage Advisory Services
Austin,
Texas
|
$6.86M
|
+$253K
|
+3,846
|
+4%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$6.34M
|
-$105K
|
-1,594
|
-2%
|
|
|
12
|
Bank of New York Mellon
New York
|
$5.71M
|
+$5.98M
|
+90,721
|
New
|
|
|
13
|
Madison Asset Management
Madison,
Wisconsin
|
$5.54M
|
+$3.33M
|
+50,548
|
+135%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$5.18M
|
+$5.42M
|
+82,207
|
New
|
|
|
15
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$5.08M
|
+$181K
|
+2,741
|
+4%
|
|
|
16
|
Comerica Bank
Dallas,
Texas
|
$4.87M
|
+$5.1M
|
+77,312
|
New
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.39M
|
-$2.02M
|
-30,692
|
-31%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$3.88M
|
-$273K
|
-4,143
|
-6%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$3.62M
|
-$132K
|
-2,000
|
-3%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.59M
|
+$2.15M
|
+32,630
|
+151%
|
|
|
21
|
Tolleson Wealth Management
Dallas,
Texas
|
$2.22M
|
+$170K
|
+2,576
|
+8%
|
|
|
22
|
Mercer Global Advisors
Denver,
Colorado
|
$2.1M
|
-$169K
|
-2,566
|
-7%
|
|
|
23
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.98M
|
-$74.5K
|
-1,131
|
-3%
|
|
|
24
|
Corient Private Wealth
Miami,
Florida
|
$1.87M
|
+$280K
|
+4,246
|
+17%
|
|
|
25
|
ERn Financial LLC
Middleton,
Wisconsin
|
$1.84M
|
-$13.4K
|
-204
|
-0.7%
|
|
