|
1
|
|
$139M
|
-$14.4M
|
-302,893
|
-9%
|
|
|
2
|
|
$61.5M
|
+$2.31M
|
+48,434
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$60.1M
|
+$5.13M
|
+107,493
|
+9%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$46.3M
|
-$794K
|
-16,648
|
-2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$33.6M
|
+$20.6M
|
+432,931
|
+158%
|
|
|
6
|
Schroder Investment Management Group
London,
United Kingdom
|
$31.6M
|
+$30.2M
|
+633,021
|
+2,421%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$21.5M
|
+$786K
|
+16,487
|
+4%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$20.9M
|
+$206K
|
+4,318
|
+1%
|
|
|
9
|
Boothe Investment Group
Dover,
Delaware
|
$19.7M
|
+$19.8M
|
+414,971
|
New
|
|
|
10
|
Rockefeller Capital Management
New York
|
$19.2M
|
-$21.8K
|
-457
|
-0.1%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.1M
|
+$113K
|
+2,375
|
+0.6%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$13.2M
|
+$1.68M
|
+35,199
|
+15%
|
|
|
13
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$11M
|
+$345K
|
+7,227
|
+3%
|
|
|
14
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$8.81M
|
+$270K
|
+5,660
|
+3%
|
|
|
15
|
Condor Capital Management
Martinsville,
New Jersey
|
$7.99M
|
-$2.91K
|
-61
|
-0%
|
|
|
16
|
Pathstone Holdings
Englewood,
New Jersey
|
$7.68M
|
–
|
–
|
–
|
|
|
17
|
Valley Wealth Managers
Paramus,
New Jersey
|
$7.2M
|
-$640K
|
-13,421
|
-8%
|
|
|
18
|
Conning Inc
Hartford,
Connecticut
|
$6.84M
|
–
|
–
|
–
|
|
|
19
|
Allianz Asset Management
Munich,
Germany
|
$6.7M
|
+$6.73M
|
+141,200
|
New
|
|
|
20
|
|
$5.8M
|
+$853K
|
+17,896
|
+17%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$5.22M
|
+$340K
|
+7,129
|
+7%
|
|
|
22
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.82M
|
-$141K
|
-2,960
|
-3%
|
|
|
23
|
Sharper & Granite
El Segundo,
California
|
$4.75M
|
+$72K
|
+1,510
|
+2%
|
|
|
24
|
Atria Investments
Charlotte,
North Carolina
|
$4.67M
|
+$4.69M
|
+98,336
|
New
|
|
|
25
|
|
$4.41M
|
+$373K
|
+7,817
|
+9%
|
|
