|
1
|
|
$155M
|
-$1.23M
|
-27,277
|
-0.8%
|
|
|
2
|
|
$62.1M
|
+$3.08M
|
+68,399
|
+6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$57.9M
|
-$17.8M
|
-395,314
|
-25%
|
|
|
4
|
Schroder Investment Management Group
London,
United Kingdom
|
$55.4M
|
+$51.6M
|
+1,146,520
|
New
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$53.4M
|
-$479K
|
-10,660
|
-1%
|
|
|
6
|
Permanens Capital
New York
|
$39M
|
+$18M
|
+400,845
|
+98%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.1M
|
-$161K
|
-3,587
|
-0.8%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$20.8M
|
+$44.3K
|
+984
|
+0.2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$20.2M
|
+$1.37M
|
+30,443
|
+8%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18.9M
|
+$1.43M
|
+31,721
|
+9%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$18.5M
|
+$4.47M
|
+99,379
|
+35%
|
|
|
12
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$11.2M
|
+$2.14M
|
+47,617
|
+26%
|
|
|
13
|
Sterling Manor Financial
Saratoga Springs,
New York
|
$10.5M
|
+$9.8M
|
+217,884
|
New
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$10.3M
|
+$7.63M
|
+169,750
|
+399%
|
|
|
15
|
|
$9.57M
|
-$435K
|
-9,661
|
-5%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.26M
|
-$1.51M
|
-33,656
|
-15%
|
|
|
17
|
Private Portfolio Partners
Paramus,
New Jersey
|
$8.93M
|
+$186K
|
+4,142
|
+2%
|
|
|
18
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$8.61M
|
-$900
|
-20
|
-0%
|
|
|
19
|
|
$7.91M
|
-$470K
|
-10,450
|
-6%
|
|
|
20
|
Condor Capital Management
Martinsville,
New Jersey
|
$7.78M
|
-$34.1K
|
-758
|
-0.5%
|
|
|
21
|
Conning Inc
Hartford,
Connecticut
|
$6.96M
|
–
|
–
|
–
|
|
|
22
|
Valley Wealth Managers
Paramus,
New Jersey
|
$5.68M
|
-$527K
|
-11,712
|
-9%
|
|
|
23
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$5.6M
|
+$428K
|
+9,508
|
+9%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$5.47M
|
+$5.1M
|
+113,333
|
New
|
|
|
25
|
Raymond James Trust
St. Petersburg,
Florida
|
$5.42M
|
–
|
–
|
–
|
|
