|
1
|
Bank of America
Charlotte,
North Carolina
|
$119M
|
+$971K
|
+16,918
|
+0.9%
|
|
|
2
|
|
$90.9M
|
+$36.1M
|
+628,895
|
+71%
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$89.6M
|
+$49.4M
|
+860,283
|
+136%
|
|
|
4
|
Allspring Global Investments
Charlotte,
North Carolina
|
$72.4M
|
-$57.4K
|
-1,000
|
-0.1%
|
|
|
5
|
Fisher Asset Management
Camas,
Washington
|
$70M
|
-$3.06M
|
-53,312
|
-4%
|
|
|
6
|
|
$60M
|
+$3.64M
|
+63,355
|
+7%
|
|
|
7
|
Vontobel Holding
Zurich,
Switzerland
|
$40.4M
|
+$393K
|
+6,848
|
+1%
|
|
|
8
|
|
$40.3M
|
-$3.11M
|
-54,226
|
-7%
|
|
|
9
|
Catalyst Capital Advisors
Huntington,
New York
|
$30M
|
+$1.71M
|
+29,715
|
+6%
|
|
|
10
|
Millburn Ridgefield Corp
New York
|
$30M
|
+$1.71M
|
+29,715
|
+6%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$23.3M
|
-$19.1K
|
-333
|
-0.1%
|
|
|
12
|
Trajan Wealth
Scottsdale,
Arizona
|
$18.9M
|
-$139K
|
-2,413
|
-0.8%
|
|
|
13
|
|
$17.4M
|
+$995K
|
+17,330
|
+6%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.4M
|
+$8.08M
|
+140,642
|
+122%
|
|
|
15
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$14.2M
|
+$973K
|
+16,939
|
+8%
|
|
|
16
|
Waverly Advisors
Birmingham,
Alabama
|
$13.3M
|
+$107K
|
+1,871
|
+0.8%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$11.4M
|
-$377K
|
-6,570
|
-3%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$8.32M
|
+$328K
|
+5,708
|
+4%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$7.92M
|
+$1.57M
|
+27,305
|
+26%
|
|
|
20
|
Rice Partnership
Honolulu,
Hawaii
|
$7.58M
|
+$270K
|
+4,702
|
+4%
|
|
|
21
|
SSA Swiss Advisors
Zurich,
|
$6.91M
|
-$1.16M
|
-20,239
|
-15%
|
|
|
22
|
PGIM Custom Harvest
Newark,
New Jersey
|
$6.55M
|
+$941K
|
+16,392
|
+18%
|
|
|
23
|
Lido Advisors
Los Angeles,
California
|
$6.36M
|
+$133K
|
+2,315
|
+2%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$6.13M
|
-$3.02M
|
-52,530
|
-34%
|
|
|
25
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$5.73M
|
+$591K
|
+10,289
|
+12%
|
|
