|
1
|
Bank of America
Charlotte,
North Carolina
|
$114M
|
-$3.56M
|
-66,573
|
-3%
|
|
|
2
|
|
$87.2M
|
-$35.8M
|
-670,003
|
-30%
|
|
|
3
|
Fisher Asset Management
Camas,
Washington
|
$70.1M
|
+$67.6M
|
+1,265,270
|
+9,771%
|
|
|
4
|
Allspring Global Investments
Charlotte,
North Carolina
|
$62.4M
|
-$1.44M
|
-27,000
|
-2%
|
|
|
5
|
|
$45.3M
|
+$4.56M
|
+85,393
|
+12%
|
|
|
6
|
Vontobel Holding
Zurich,
Switzerland
|
$38.7M
|
+$2.9M
|
+54,364
|
+8%
|
|
|
7
|
1607 Capital Partners
Richmond,
Virginia
|
$37.9M
|
-$3.01M
|
-56,425
|
-8%
|
|
|
8
|
Catalyst Capital Advisors
Huntington,
New York
|
$25.8M
|
+$1.3M
|
+24,423
|
+5%
|
|
|
9
|
Millburn Ridgefield Corp
New York
|
$25.8M
|
+$1.3M
|
+24,423
|
+5%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$19.6M
|
-$173K
|
-3,243
|
-0.9%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$19.6M
|
+$5.84M
|
+109,251
|
+44%
|
|
|
12
|
Trajan Wealth
Scottsdale,
Arizona
|
$17.7M
|
+$2.81M
|
+52,548
|
+19%
|
|
|
13
|
|
$16.4M
|
-$13.4M
|
-251,254
|
-46%
|
|
|
14
|
|
$15.3M
|
+$13.6M
|
+253,980
|
+1,025%
|
|
|
15
|
Polianta Ltd
St Helier,
Jersey
|
$12.9M
|
+$12.5M
|
+234,500
|
New
|
|
|
16
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$11.6M
|
+$1.77M
|
+33,220
|
+19%
|
|
|
17
|
Waverly Advisors
Birmingham,
Alabama
|
$11.3M
|
+$302K
|
+5,649
|
+3%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$8.7M
|
+$1.36M
|
+25,407
|
+19%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.13M
|
-$2.01M
|
-37,537
|
-20%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$6.91M
|
+$330K
|
+6,172
|
+5%
|
|
|
21
|
SSA Swiss Advisors
Zurich,
|
$6.81M
|
-$1.31M
|
-24,595
|
-17%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$5.88M
|
-$10.4M
|
-194,148
|
-64%
|
|
|
23
|
Rice Partnership
Honolulu,
Hawaii
|
$5.83M
|
+$521K
|
+9,754
|
+10%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.4M
|
+$1.85M
|
+34,676
|
+76%
|
|
|
25
|
PGIM Custom Harvest
Newark,
New Jersey
|
$4.25M
|
+$198K
|
+3,700
|
+5%
|
|
