|
1
|
|
$140M
|
-$2.78M
|
-53,522
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$71.9M
|
+$520K
|
+10,037
|
+0.7%
|
|
|
3
|
|
$67.8M
|
-$1.73M
|
-33,322
|
-3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$43.4M
|
-$9.91M
|
-191,047
|
-19%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$29.2M
|
-$2.55M
|
-49,115
|
-8%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$26.1M
|
-$1.42M
|
-27,444
|
-5%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$23.7M
|
+$20.8K
|
+401
|
+0.1%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.6M
|
+$393K
|
+7,580
|
+2%
|
|
|
9
|
Boothe Investment Group
Dover,
Delaware
|
$23.2M
|
+$735K
|
+14,183
|
+3%
|
|
|
10
|
Bank of New York Mellon
New York
|
$22.8M
|
-$1.63M
|
-31,467
|
-7%
|
|
|
11
|
Rockefeller Capital Management
New York
|
$21.4M
|
-$225K
|
-4,345
|
-1%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$18.6M
|
-$925K
|
-17,845
|
-5%
|
|
|
13
|
Patten & Patten
Chattanooga,
Tennessee
|
$13.9M
|
-$284K
|
-5,483
|
-2%
|
|
|
14
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$10.8M
|
+$9.18M
|
+176,936
|
+665%
|
|
|
15
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$10.6M
|
+$9.05M
|
+174,443
|
+706%
|
|
|
16
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$10.2M
|
+$185K
|
+3,565
|
+2%
|
|
|
17
|
|
$9.47M
|
+$3.95M
|
+76,236
|
+75%
|
|
|
18
|
Condor Capital Management
Martinsville,
New Jersey
|
$9.08M
|
-$15.1K
|
-291
|
-0.2%
|
|
|
19
|
Valley Wealth Managers
Paramus,
New Jersey
|
$8.53M
|
+$571K
|
+11,002
|
+7%
|
|
|
20
|
Pathstone Holdings
Englewood,
New Jersey
|
$8.13M
|
-$62.4K
|
-1,203
|
-0.8%
|
|
|
21
|
Conning Inc
Hartford,
Connecticut
|
$7.64M
|
–
|
–
|
–
|
|
|
22
|
Sharper & Granite
El Segundo,
California
|
$5.76M
|
+$23.6K
|
+455
|
+0.4%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.72M
|
-$85.5K
|
-1,648
|
-2%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.42M
|
-$1.23M
|
-23,761
|
-19%
|
|
|
25
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$5.13M
|
-$115K
|
-2,226
|
-2%
|
|
