|
1
|
|
$147M
|
+$2.37M
|
+50,259
|
+2%
|
|
|
2
|
|
$68.7M
|
+$11.1M
|
+234,129
|
+18%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$53.9M
|
-$334K
|
-7,071
|
-0.6%
|
|
|
4
|
Schroder Investment Management Group
London,
United Kingdom
|
$51.3M
|
-$584K
|
-12,376
|
-1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$48.9M
|
-$1.11M
|
-23,526
|
-2%
|
|
|
6
|
Permanens Capital
New York
|
$43.3M
|
+$7.08M
|
+149,984
|
+19%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$23M
|
+$5.54M
|
+117,313
|
+30%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$20.4M
|
+$3.16M
|
+66,854
|
+17%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.9M
|
+$152K
|
+3,219
|
+0.7%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$19.6M
|
+$108K
|
+2,291
|
+0.5%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$19.1M
|
+$204K
|
+4,314
|
+1%
|
|
|
12
|
Madison Asset Management
Madison,
Wisconsin
|
$15.1M
|
+$15.8M
|
+334,084
|
New
|
|
|
13
|
Rockefeller Capital Management
New York
|
$12.4M
|
+$7.63M
|
+161,567
|
+143%
|
|
|
14
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$10.6M
|
+$159K
|
+3,373
|
+1%
|
|
|
15
|
Sterling Manor Financial
Saratoga Springs,
New York
|
$10.2M
|
+$358K
|
+7,577
|
+3%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.98M
|
+$1.37M
|
+28,969
|
+15%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$9.84M
|
+$255K
|
+5,411
|
+3%
|
|
|
18
|
Private Portfolio Partners
Paramus,
New Jersey
|
$8.42M
|
+$54.7K
|
+1,158
|
+0.6%
|
|
|
19
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$8.31M
|
+$254K
|
+5,390
|
+3%
|
|
|
20
|
|
$7.41M
|
–
|
–
|
–
|
|
|
21
|
Condor Capital Management
Martinsville,
New Jersey
|
$7.36M
|
+$85.3K
|
+1,808
|
+1%
|
|
|
22
|
|
$7.21M
|
+$7.53M
|
+159,506
|
New
|
|
|
23
|
|
$6.75M
|
-$2.3M
|
-48,827
|
-25%
|
|
|
24
|
Conning Inc
Hartford,
Connecticut
|
$6.51M
|
–
|
–
|
–
|
|
|
25
|
Valley Wealth Managers
Paramus,
New Jersey
|
$6.22M
|
+$941K
|
+19,928
|
+17%
|
|
