|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$326M
|
+$42.4M
|
+1,419,753
|
+15%
|
|
|
2
|
|
$205M
|
+$206M
|
+6,883,683
|
+30,521%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$136M
|
-$3.4M
|
-113,714
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$78.1M
|
-$1.77M
|
-59,361
|
-2%
|
|
|
5
|
Hamilton Capital
Columbus,
Ohio
|
$51.7M
|
+$1.28M
|
+43,007
|
+3%
|
|
|
6
|
|
$38.2M
|
-$12.3M
|
-411,997
|
-24%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$29.7M
|
-$53.6K
|
-1,796
|
-0.2%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.8M
|
-$2.29M
|
-76,567
|
-8%
|
|
|
9
|
|
$25M
|
-$1.02M
|
-34,030
|
-4%
|
|
|
10
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$12.1M
|
+$3.31M
|
+110,657
|
+36%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$9.89M
|
-$9.27M
|
-310,358
|
-48%
|
|
|
12
|
M&R Capital Management
Summit,
New Jersey
|
$9.02M
|
-$329K
|
-11,007
|
-3%
|
|
|
13
|
|
$8.38M
|
-$1.24M
|
-41,495
|
-13%
|
|
|
14
|
Permanens Capital
New York
|
$8.33M
|
-$8.67M
|
-290,165
|
-51%
|
|
|
15
|
|
$8.23M
|
+$7.09M
|
+237,230
|
+590%
|
|
|
16
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$7.82M
|
-$178K
|
-5,945
|
-2%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$7.3M
|
-$855K
|
-28,633
|
-10%
|
|
|
18
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$7.09M
|
-$127K
|
-4,255
|
-2%
|
|
|
19
|
Geode Capital Management
Boston,
Massachusetts
|
$6.76M
|
–
|
–
|
–
|
|
|
20
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$6.35M
|
+$125K
|
+4,174
|
+2%
|
|
|
21
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$5.73M
|
+$2.42M
|
+81,039
|
+72%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$5.45M
|
+$121K
|
+4,049
|
+2%
|
|
|
23
|
United Services Automobile Association
San Antonio,
Texas
|
$5.44M
|
–
|
–
|
–
|
|
|
24
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$4.46M
|
-$2.48M
|
-83,025
|
-36%
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$4.41M
|
+$82.3K
|
+2,756
|
+2%
|
|
