|
1
|
|
$141M
|
+$1.78M
|
+51,198
|
+1%
|
|
|
2
|
|
$42.2M
|
-$8.11M
|
-233,816
|
-16%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$40.3M
|
-$2.02M
|
-58,208
|
-5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$34.2M
|
-$4.59M
|
-132,324
|
-12%
|
|
|
5
|
|
$28.6M
|
+$16.5M
|
+474,528
|
+139%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.5M
|
+$4.27M
|
+123,008
|
+27%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$14.8M
|
+$13.4K
|
+386
|
+0.1%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$11.6M
|
-$645K
|
-18,592
|
-5%
|
|
|
9
|
Permanens Capital
New York
|
$7.55M
|
-$2M
|
-57,760
|
-21%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.69M
|
+$14.7K
|
+424
|
+0.2%
|
|
|
11
|
Private Portfolio Partners
Paramus,
New Jersey
|
$6.53M
|
+$205K
|
+5,922
|
+3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$6.14M
|
+$184K
|
+5,296
|
+3%
|
|
|
13
|
Condor Capital Management
Martinsville,
New Jersey
|
$5.8M
|
-$5K
|
-144
|
-0.1%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$5.62M
|
-$26.3K
|
-758
|
-0.5%
|
|
|
15
|
Activest Wealth Management
Aventure,
Florida
|
$5.6M
|
-$517K
|
-14,892
|
-9%
|
|
|
16
|
Conning Inc
Hartford,
Connecticut
|
$5.04M
|
+$154K
|
+4,430
|
+3%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$4.77M
|
-$386K
|
-11,132
|
-8%
|
|
|
18
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.5M
|
-$156K
|
-4,496
|
-3%
|
|
|
19
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$4.47M
|
-$116K
|
-3,350
|
-3%
|
|
|
20
|
Raymond James Trust
St. Petersburg,
Florida
|
$3.92M
|
–
|
–
|
–
|
|
|
21
|
|
$3.56M
|
+$2.23M
|
+64,274
|
+171%
|
|
|
22
|
Sharper & Granite
El Segundo,
California
|
$2.88M
|
+$2.85M
|
+82,250
|
New
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
$2.81M
|
+$251K
|
+7,244
|
+10%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.8M
|
+$324K
|
+9,336
|
+13%
|
|
|
25
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$2.72M
|
+$1.18K
|
+34
|
+0%
|
|
