|
1
|
|
$140M
|
-$1.21M
|
-29,556
|
-0.9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$51.1M
|
+$1.9M
|
+46,388
|
+4%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$48.6M
|
+$5.06M
|
+123,296
|
+12%
|
|
|
4
|
|
$48.5M
|
+$644K
|
+15,682
|
+1%
|
|
|
5
|
Permanens Capital
New York
|
$18.7M
|
+$2.7M
|
+65,714
|
+17%
|
|
|
6
|
|
$18.5M
|
+$11.7M
|
+285,952
|
+172%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$17.7M
|
+$97.8K
|
+2,384
|
+0.6%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.2M
|
-$2.3M
|
-56,122
|
-12%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$15.1M
|
+$1.37M
|
+33,300
|
+10%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.8M
|
-$4.35M
|
-105,984
|
-25%
|
|
|
11
|
Valley Financial Management
New York
|
$10.9M
|
+$2.12M
|
+51,738
|
+24%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$10.5M
|
+$10.5M
|
+255,548
|
New
|
|
|
13
|
|
$8.26M
|
-$335K
|
-8,160
|
-4%
|
|
|
14
|
|
$7.86M
|
+$209K
|
+5,082
|
+3%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$7.65M
|
+$336K
|
+8,184
|
+5%
|
|
|
16
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$7.45M
|
+$2.11M
|
+51,450
|
+39%
|
|
|
17
|
Private Portfolio Partners
Paramus,
New Jersey
|
$7.12M
|
+$130K
|
+3,170
|
+2%
|
|
|
18
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$6.93M
|
+$6.95M
|
+169,246
|
New
|
|
|
19
|
Condor Capital Management
Martinsville,
New Jersey
|
$6.53M
|
-$35.3K
|
-860
|
-0.5%
|
|
|
20
|
Conning Inc
Hartford,
Connecticut
|
$5.9M
|
–
|
–
|
–
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.32M
|
+$1.95M
|
+47,560
|
+58%
|
|
|
22
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.67M
|
-$201K
|
-4,904
|
-4%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$4.65M
|
-$1.09M
|
-26,498
|
-19%
|
|
|
24
|
Raymond James Trust
St. Petersburg,
Florida
|
$4.59M
|
–
|
–
|
–
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.32M
|
+$3.91M
|
+95,182
|
+919%
|
|
