|
1
|
|
$141M
|
-$23.4M
|
-597,192
|
-15%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$49.5M
|
+$2.01M
|
+51,340
|
+4%
|
|
|
3
|
|
$48M
|
-$1.54M
|
-39,350
|
-3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$43.8M
|
+$3.41M
|
+87,026
|
+9%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.6M
|
-$4.27M
|
-108,876
|
-19%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$17.7M
|
+$294K
|
+7,508
|
+2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.2M
|
+$8.9M
|
+226,884
|
+119%
|
|
|
8
|
Permanens Capital
New York
|
$16M
|
+$6.84M
|
+174,496
|
+81%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$13.8M
|
+$199K
|
+5,080
|
+2%
|
|
|
10
|
Portfolio Strategies
Monsey,
New York
|
$13.4M
|
+$12.8M
|
+326,300
|
New
|
|
|
11
|
Valley Financial Management
New York
|
$8.84M
|
+$8.44M
|
+215,120
|
New
|
|
|
12
|
|
$8.63M
|
+$8.24M
|
+209,980
|
New
|
|
|
13
|
|
$7.69M
|
+$3.34M
|
+85,258
|
+84%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$7.35M
|
+$131K
|
+3,340
|
+2%
|
|
|
15
|
Private Portfolio Partners
Paramus,
New Jersey
|
$7.02M
|
-$626K
|
-15,964
|
-9%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$6.85M
|
+$237K
|
+6,034
|
+4%
|
|
|
17
|
|
$6.84M
|
-$25.5M
|
-650,326
|
-80%
|
|
|
18
|
Condor Capital Management
Martinsville,
New Jersey
|
$6.6M
|
-$209K
|
-5,320
|
-3%
|
|
|
19
|
Conning Inc
Hartford,
Connecticut
|
$5.92M
|
–
|
–
|
–
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$5.76M
|
+$153K
|
+3,896
|
+3%
|
|
|
21
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$5.37M
|
+$106K
|
+2,700
|
+2%
|
|
|
22
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.9M
|
-$374K
|
-9,530
|
-7%
|
|
|
23
|
Raymond James Trust
St. Petersburg,
Florida
|
$4.61M
|
–
|
–
|
–
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.39M
|
+$98.4K
|
+2,508
|
+3%
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
$3.34M
|
+$2.01M
|
+51,312
|
+171%
|
|
