|
1
|
Madison Asset Management
Madison,
Wisconsin
|
$34.4M
|
+$1.78M
|
+24,157
|
+5%
|
|
|
2
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$24M
|
+$10.5M
|
+142,832
|
+79%
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$12.7M
|
+$476K
|
+6,449
|
+4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$12.7M
|
-$13M
|
-176,244
|
-51%
|
|
|
5
|
|
$10.9M
|
-$6.69M
|
-90,520
|
-38%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.55M
|
-$8.57M
|
-116,079
|
-47%
|
|
|
7
|
Capitolis Liquid Global Markets
New York
|
$7.1M
|
+$7.11M
|
+96,300
|
New
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$6.44M
|
-$515K
|
-6,970
|
-7%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.23M
|
+$930K
|
+12,592
|
+18%
|
|
|
10
|
Bank of New York Mellon
New York
|
$5.58M
|
-$691K
|
-9,351
|
-11%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$5.47M
|
-$56.2M
|
-761,305
|
-91%
|
|
|
12
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$5.3M
|
–
|
–
|
–
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$4.56M
|
+$4.55M
|
+61,622
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$4.44M
|
-$511K
|
-6,916
|
-10%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$4.2M
|
+$1.45M
|
+19,618
|
+53%
|
|
|
16
|
ERn Financial LLC
Middleton,
Wisconsin
|
$2.58M
|
+$119K
|
+1,614
|
+5%
|
|
|
17
|
Sage Advisory Services
Austin,
Texas
|
$2.57M
|
+$217K
|
+2,943
|
+9%
|
|
|
18
|
SSA Swiss Advisors
Zurich,
|
$2.05M
|
+$2.04M
|
+27,685
|
New
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.85M
|
+$836K
|
+11,323
|
+83%
|
|
|
20
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.62M
|
-$102K
|
-1,376
|
-6%
|
|
|
21
|
BNP Paribas Financial Markets
Paris,
France
|
$1.55M
|
+$1.55M
|
+20,987
|
New
|
|
|
22
|
|
$1.52M
|
+$68.8K
|
+932
|
+5%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$1.5M
|
-$194K
|
-2,632
|
-12%
|
|
|
24
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$1.47M
|
+$1.47M
|
+19,850
|
New
|
|
|
25
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1.33M
|
-$546K
|
-7,396
|
-29%
|
|
