|
1
|
Pathstone Holdings
Englewood,
New Jersey
|
$19.5M
|
+$18.7M
|
+1,199,704
|
New
|
|
|
2
|
|
$11.5M
|
-$3.87M
|
-248,400
|
-26%
|
|
|
3
|
Evergreen Capital Management
Bellevue,
Washington
|
$10.9M
|
-$219K
|
-14,053
|
-2%
|
|
|
4
|
Penserra Capital Management
Orinda,
California
|
$9.46M
|
+$626K
|
+40,255
|
+7%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$9.29M
|
+$714K
|
+45,910
|
+9%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.21M
|
-$387K
|
-24,869
|
-4%
|
|
|
7
|
|
$7.95M
|
+$141K
|
+9,034
|
+2%
|
|
|
8
|
|
$6.72M
|
–
|
–
|
–
|
|
|
9
|
Terril Brothers
St. Louis,
Missouri
|
$4.71M
|
-$135K
|
-8,671
|
-3%
|
|
|
10
|
Allspring Global Investments
Charlotte,
North Carolina
|
$4.23M
|
-$5.86M
|
-376,625
|
-59%
|
|
|
11
|
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
$4.08M
|
–
|
–
|
–
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$3.91M
|
+$16.3K
|
+1,046
|
+0.4%
|
|
|
13
|
Atria Wealth Solutions
New York
|
$3.29M
|
+$99.5K
|
+6,396
|
+3%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$2.58M
|
-$556K
|
-35,696
|
-18%
|
|
|
15
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$2.35M
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.07M
|
-$1.48M
|
-95,124
|
-43%
|
|
|
17
|
Evanson Asset Management
Carmel,
California
|
$1.86M
|
-$131K
|
-8,417
|
-7%
|
|
|
18
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.84M
|
–
|
–
|
–
|
|
|
19
|
The Family Firm
Bethesda,
Maryland
|
$1.79M
|
-$10.5K
|
-676
|
-0.6%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.44M
|
+$103K
|
+6,611
|
+8%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$1.34M
|
-$511K
|
-32,843
|
-29%
|
|
|
22
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.33M
|
-$23K
|
-1,480
|
-2%
|
|
|
23
|
Park Avenue Securities
New York
|
$1.31M
|
+$103K
|
+6,601
|
+9%
|
|
|
24
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.17M
|
+$72K
|
+4,625
|
+7%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$1.09M
|
+$391K
|
+25,121
|
+60%
|
|
