|
1
|
|
$131M
|
-$3.97M
|
-98,451
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$49.2M
|
-$157K
|
-3,890
|
-0.3%
|
|
|
3
|
|
$47.4M
|
+$646K
|
+16,024
|
+1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$46.6M
|
-$382K
|
-9,473
|
-0.8%
|
|
|
5
|
Permanens Capital
New York
|
$31.4M
|
+$13.7M
|
+339,888
|
+75%
|
|
|
6
|
|
$19.2M
|
+$1.34M
|
+33,302
|
+7%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$17.1M
|
+$4.72K
|
+117
|
+0%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.7M
|
-$878K
|
-21,773
|
-5%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$15M
|
+$390K
|
+9,675
|
+3%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.13M
|
-$3.27M
|
-80,954
|
-26%
|
|
|
11
|
|
$9.02M
|
+$1.46M
|
+36,266
|
+19%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.07M
|
+$3.99M
|
+98,879
|
+94%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$8M
|
+$631K
|
+15,648
|
+8%
|
|
|
14
|
|
$7.97M
|
–
|
–
|
–
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$7.54M
|
+$4.74M
|
+117,441
|
+160%
|
|
|
16
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$7.2M
|
+$521K
|
+12,918
|
+8%
|
|
|
17
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$7.18M
|
-$8.47K
|
-210
|
-0.1%
|
|
|
18
|
Private Portfolio Partners
Paramus,
New Jersey
|
$6.99M
|
+$125K
|
+3,102
|
+2%
|
|
|
19
|
Condor Capital Management
Martinsville,
New Jersey
|
$6.34M
|
+$31.7K
|
+785
|
+0.5%
|
|
|
20
|
Conning Inc
Hartford,
Connecticut
|
$5.69M
|
–
|
–
|
–
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.19M
|
+$55.9K
|
+1,386
|
+1%
|
|
|
22
|
Valley Wealth Managers
Paramus,
New Jersey
|
$5.02M
|
+$5.13M
|
+127,127
|
New
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.86M
|
+$4.56M
|
+113,134
|
+1,515%
|
|
|
24
|
Raymond James Trust
St. Petersburg,
Florida
|
$4.43M
|
–
|
–
|
–
|
|
|
25
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.3M
|
-$218K
|
-5,394
|
-5%
|
|
