|
1
|
|
$139M
|
-$3.04M
|
-75,061
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$68.3M
|
+$14.1M
|
+348,516
|
+28%
|
|
|
3
|
|
$52.2M
|
+$737K
|
+18,212
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$47.8M
|
-$2.53M
|
-62,498
|
-5%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.9M
|
+$1.72M
|
+42,467
|
+11%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$18.4M
|
-$93.3K
|
-2,307
|
-0.5%
|
|
|
7
|
Permanens Capital
New York
|
$17.5M
|
-$15.7M
|
-388,378
|
-49%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$16.6M
|
+$392K
|
+9,698
|
+3%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15.4M
|
+$6.32M
|
+156,120
|
+76%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$12.2M
|
+$3.31M
|
+81,705
|
+40%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.66M
|
-$231K
|
-5,720
|
-2%
|
|
|
12
|
|
$9.41M
|
-$10.8M
|
-266,038
|
-55%
|
|
|
13
|
|
$8.9M
|
-$833K
|
-20,587
|
-9%
|
|
|
14
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$7.9M
|
+$89.3K
|
+2,207
|
+1%
|
|
|
15
|
Private Portfolio Partners
Paramus,
New Jersey
|
$7.75M
|
+$154K
|
+3,818
|
+2%
|
|
|
16
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$7.64M
|
-$139K
|
-3,430
|
-2%
|
|
|
17
|
|
$7.47M
|
-$1.11M
|
-27,500
|
-14%
|
|
|
18
|
Condor Capital Management
Martinsville,
New Jersey
|
$6.93M
|
+$56.3K
|
+1,392
|
+0.9%
|
|
|
19
|
Conning Inc
Hartford,
Connecticut
|
$6.17M
|
–
|
–
|
–
|
|
|
20
|
Valley Wealth Managers
Paramus,
New Jersey
|
$5.54M
|
+$88.7K
|
+2,193
|
+2%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.05M
|
-$548K
|
-13,550
|
-10%
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
$5.04M
|
+$400K
|
+9,889
|
+9%
|
|
|
23
|
Raymond James Trust
St. Petersburg,
Florida
|
$4.81M
|
–
|
–
|
–
|
|
|
24
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$4.56M
|
+$315K
|
+7,796
|
+8%
|
|
|
25
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.4M
|
-$249K
|
-6,158
|
-6%
|
|
