|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$299M
|
+$14.7M
|
+533,059
|
+5%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$113M
|
-$6.49M
|
-234,950
|
-5%
|
|
|
3
|
|
$60.9M
|
+$64.4M
|
+2,328,856
|
+11,677%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$52.9M
|
-$16.4M
|
-593,588
|
-23%
|
|
|
5
|
|
$32.1M
|
-$1.36M
|
-49,347
|
-4%
|
|
|
6
|
Permanens Capital
New York
|
$20.4M
|
+$13.9M
|
+503,508
|
+179%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.7M
|
-$4.96M
|
-179,419
|
-19%
|
|
|
8
|
|
$19.5M
|
-$2.53M
|
-91,658
|
-11%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$16.1M
|
-$10.5M
|
-379,859
|
-38%
|
|
|
10
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$12.3M
|
+$1.11M
|
+40,262
|
+10%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$8.55M
|
-$106K
|
-3,852
|
-1%
|
|
|
12
|
M&R Capital Management
Summit,
New Jersey
|
$7.12M
|
-$823K
|
-29,775
|
-10%
|
|
|
13
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$6.51M
|
-$348K
|
-12,594
|
-5%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$6.27M
|
-$121K
|
-4,392
|
-2%
|
|
|
15
|
|
$6.17M
|
-$1.23M
|
-44,601
|
-16%
|
|
|
16
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$6.1M
|
-$145K
|
-5,255
|
-2%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.89M
|
+$3.96M
|
+143,213
|
+171%
|
|
|
18
|
Invictus RG
Hamilton,
Bermuda
|
$5.03M
|
+$5.36M
|
+194,000
|
New
|
|
|
19
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$4.97M
|
-$630K
|
-22,779
|
-11%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$4.74M
|
-$25.9K
|
-936
|
-0.5%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$4.26M
|
+$912K
|
+33,008
|
+25%
|
|
|
22
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$3.73M
|
+$705K
|
+25,504
|
+22%
|
|
|
23
|
MA Private Wealth
San Carlos,
California
|
$3.45M
|
+$3.67M
|
+132,877
|
New
|
|
|
24
|
US Bancorp
Minneapolis,
Minnesota
|
$3.03M
|
-$882K
|
-31,894
|
-21%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.9M
|
-$300K
|
-10,868
|
-9%
|
|
