|
1
|
|
$145M
|
-$1.86M
|
-42,194
|
-1%
|
|
|
2
|
|
$66.8M
|
-$1.44M
|
-32,659
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$53.4M
|
-$144K
|
-3,267
|
-0.3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$43.8M
|
-$4.76M
|
-107,807
|
-10%
|
|
|
5
|
Schroder Investment Management Group
London,
United Kingdom
|
$29.1M
|
-$21.8M
|
-494,511
|
-44%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$21M
|
+$723K
|
+16,358
|
+4%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$19.5M
|
+$22.2K
|
+503
|
+0.1%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$19.2M
|
+$202K
|
+4,562
|
+1%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.5M
|
-$1.28M
|
-28,925
|
-7%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$17.8M
|
+$5.37M
|
+121,645
|
+44%
|
|
|
11
|
Permanens Capital
New York
|
$16.2M
|
-$26.4M
|
-597,980
|
-62%
|
|
|
12
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$11.1M
|
+$541K
|
+12,258
|
+5%
|
|
|
13
|
|
$8.95M
|
+$1.76M
|
+39,734
|
+25%
|
|
|
14
|
Private Portfolio Partners
Paramus,
New Jersey
|
$8.54M
|
+$184K
|
+4,169
|
+2%
|
|
|
15
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$8.37M
|
+$115K
|
+2,600
|
+1%
|
|
|
16
|
Valley Wealth Managers
Paramus,
New Jersey
|
$8.24M
|
+$2.03M
|
+45,944
|
+33%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.14M
|
+$6.65M
|
+150,463
|
+488%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.5M
|
-$15.1M
|
-342,562
|
-67%
|
|
|
19
|
|
$7.36M
|
–
|
–
|
–
|
|
|
20
|
Condor Capital Management
Martinsville,
New Jersey
|
$7.35M
|
+$40.9K
|
+926
|
+0.6%
|
|
|
21
|
Conning Inc
Hartford,
Connecticut
|
$6.47M
|
–
|
–
|
–
|
|
|
22
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$6.14M
|
+$283K
|
+6,402
|
+5%
|
|
|
23
|
Sharper & Granite
El Segundo,
California
|
$5.21M
|
+$75.2K
|
+1,703
|
+1%
|
|
|
24
|
Raymond James Trust
St. Petersburg,
Florida
|
$5.04M
|
–
|
–
|
–
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.85M
|
+$89K
|
+2,016
|
+2%
|
|
