|
1
|
Madison Asset Management
Madison,
Wisconsin
|
$24.9M
|
+$2.51M
|
+35,676
|
+12%
|
|
|
2
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$17.1M
|
-$495K
|
-7,024
|
-3%
|
|
|
3
|
|
$15.5M
|
+$257K
|
+3,644
|
+2%
|
|
|
4
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$14.4M
|
-$1.42M
|
-20,203
|
-10%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.6M
|
+$1M
|
+14,255
|
+8%
|
|
|
6
|
Wharton Business Group
Malvern,
Pennsylvania
|
$12.2M
|
-$39.1K
|
-555
|
-0.3%
|
|
|
7
|
PGIM Custom Harvest
Newark,
New Jersey
|
$12.1M
|
-$24.9K
|
-353
|
-0.2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$11.4M
|
+$3.32M
|
+47,089
|
+43%
|
|
|
9
|
Sage Advisory Services
Austin,
Texas
|
$7.72M
|
-$110K
|
-1,560
|
-1%
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$6.36M
|
+$54.9K
|
+779
|
+0.9%
|
|
|
11
|
Bank of New York Mellon
New York
|
$5.83M
|
-$323K
|
-4,591
|
-5%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$5.44M
|
-$94.4K
|
-1,340
|
-2%
|
|
|
13
|
Comerica Bank
Dallas,
Texas
|
$5.4M
|
-$916
|
-13
|
-0%
|
|
|
14
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$5.3M
|
+$215K
|
+3,053
|
+4%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.77M
|
-$42.1K
|
-598
|
-0.9%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$4.2M
|
+$261K
|
+3,710
|
+7%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.44M
|
+$990K
|
+14,054
|
+42%
|
|
|
18
|
Summit Trail Advisors
New York
|
$3.43M
|
-$268K
|
-3,809
|
-7%
|
|
|
19
|
|
$3.09M
|
-$700K
|
-9,937
|
-19%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$2.71M
|
-$148K
|
-2,103
|
-5%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$2.29M
|
-$33.8K
|
-479
|
-1%
|
|
|
22
|
ERn Financial LLC
Middleton,
Wisconsin
|
$2.29M
|
+$102K
|
+1,449
|
+5%
|
|
|
23
|
Prudential plc
London, England,
United Kingdom
|
$1.98M
|
+$152K
|
+2,160
|
+9%
|
|
|
24
|
Corient Private Wealth
Miami,
Florida
|
$1.96M
|
-$135K
|
-1,921
|
-7%
|
|
|
25
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1.84M
|
+$329K
|
+4,666
|
+22%
|
|
