|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$263M
|
+$85.8M
|
+2,825,078
|
+47%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$211M
|
+$96M
|
+3,162,732
|
+81%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$88.2M
|
-$5.38M
|
-177,088
|
-6%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$72.8M
|
-$3.73M
|
-122,810
|
-5%
|
|
|
5
|
|
$62.6M
|
-$12.5M
|
-411,448
|
-16%
|
|
|
6
|
Hamilton Capital
Columbus,
Ohio
|
$49.9M
|
+$50.8M
|
+1,672,449
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$39M
|
+$3.56M
|
+117,211
|
+10%
|
|
|
8
|
|
$36.7M
|
-$95.1M
|
-3,132,925
|
-72%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$35M
|
-$150K
|
-4,949
|
-0.4%
|
|
|
10
|
|
$33M
|
+$4.08M
|
+134,436
|
+14%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32.8M
|
+$7.24M
|
+238,445
|
+28%
|
|
|
12
|
Permanens Capital
New York
|
$24.1M
|
+$1.06M
|
+34,990
|
+5%
|
|
|
13
|
|
$18.5M
|
+$2.73M
|
+89,788
|
+17%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$17.1M
|
+$1.72M
|
+56,791
|
+11%
|
|
|
15
|
United Services Automobile Association
San Antonio,
Texas
|
$13.2M
|
–
|
–
|
–
|
|
|
16
|
M&R Capital Management
Summit,
New Jersey
|
$10M
|
-$56.9K
|
-1,875
|
-0.6%
|
|
|
17
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$8.23M
|
-$3.43K
|
-113
|
-0%
|
|
|
18
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$8.1M
|
+$11.1K
|
+364
|
+0.1%
|
|
|
19
|
Miracle Mile Advisors
Los Angeles,
California
|
$7.47M
|
-$49.8K
|
-1,640
|
-0.6%
|
|
|
20
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$7.13M
|
-$1.38M
|
-45,300
|
-16%
|
|
|
21
|
Geode Capital Management
Boston,
Massachusetts
|
$6.8M
|
–
|
–
|
–
|
|
|
22
|
|
$6.72M
|
+$6.85M
|
+225,455
|
New
|
|
|
23
|
TLWM Financial
San Antonio,
Texas
|
$6.68M
|
+$6.8M
|
+224,035
|
New
|
|
|
24
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$6.25M
|
+$6.36M
|
+209,509
|
New
|
|
|
25
|
GM Advisory Group
Melville,
New York
|
$6.05M
|
-$171K
|
-5,630
|
-3%
|
|
