|
1
|
|
$643M
|
+$69.5M
|
+4,267,269
|
+10%
|
|
|
2
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$21.8M
|
+$2.78M
|
+170,413
|
New
|
|
|
3
|
Bank of New York Mellon
New York
|
$16.2M
|
+$9.12M
|
+560,045
|
+94%
|
|
|
4
|
Crestone Asset Management
Boulder,
Colorado
|
$15.7M
|
+$1.96M
|
+120,061
|
+12%
|
|
|
5
|
Strategic Investment Management
Arlington,
Virginia
|
$12.8M
|
+$14.8M
|
+910,270
|
New
|
|
|
6
|
Proficio Capital Partners
Newton,
Massachusetts
|
$12M
|
-$1.72M
|
-105,415
|
-11%
|
|
|
7
|
Natixis Advisors
Boston,
Massachusetts
|
$11.1M
|
+$909K
|
+55,818
|
+8%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$9.01M
|
-$4.23M
|
-259,458
|
-29%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$8.94M
|
-$2.94M
|
-180,689
|
-22%
|
|
|
10
|
|
$8.54M
|
-$4.17M
|
-255,930
|
-30%
|
|
|
11
|
Congress Asset Management
Boston,
Massachusetts
|
$3.66M
|
-$325K
|
-19,968
|
-7%
|
|
|
12
|
Brio Consultants
San Francisco,
California
|
$3.5M
|
+$4.07M
|
+249,653
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$3.25M
|
+$55K
|
+3,374
|
+1%
|
|
|
14
|
State Street
Boston,
Massachusetts
|
$2.76M
|
-$1.33M
|
-81,900
|
-29%
|
|
|
15
|
Neuberger Berman Group
New York
|
$2.03M
|
+$2.36M
|
+144,734
|
New
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.98M
|
+$1.96M
|
+120,370
|
+585%
|
|
|
17
|
Banco de Sabadell
Miami,
Florida
|
$1.8M
|
-$58.6K
|
-3,600
|
-3%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.64M
|
-$246K
|
-15,093
|
-11%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$1.58M
|
+$8.14K
|
+500
|
+0.4%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.46M
|
+$59K
|
+3,623
|
+4%
|
|
|
21
|
One Wealth Advisors
San Francisco,
California
|
$1.45M
|
+$1.69M
|
+103,693
|
New
|
|
|
22
|
Israel Discount Bank of New York
New York
|
$1.44M
|
-$32.9K
|
-2,020
|
-2%
|
|
|
23
|
People's United Financial
Bridgeport,
Connecticut
|
$1.26M
|
+$386K
|
+23,712
|
+36%
|
|
|
24
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.24M
|
+$1.45M
|
+88,716
|
New
|
|
|
25
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$1.23M
|
-$8.18M
|
-502,435
|
-85%
|
|
