|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$127M
|
-$1.11M
|
-36,847
|
-0.9%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$65.2M
|
-$1.59M
|
-52,635
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$31.1M
|
-$3.42M
|
-113,270
|
-10%
|
|
|
4
|
|
$30.6M
|
-$3.77M
|
-124,896
|
-11%
|
|
|
5
|
Permanens Capital
New York
|
$21.9M
|
-$253K
|
-8,375
|
-1%
|
|
|
6
|
|
$21.6M
|
-$158K
|
-5,236
|
-0.7%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$18.3M
|
+$189K
|
+6,267
|
+1%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$10.5M
|
+$4.77M
|
+158,067
|
+86%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.5M
|
+$2.28M
|
+75,561
|
+29%
|
|
|
10
|
|
$10M
|
+$6.91M
|
+229,047
|
+236%
|
|
|
11
|
M&R Capital Management
Summit,
New Jersey
|
$7.82M
|
-$52.5K
|
-1,740
|
-0.7%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$7.14M
|
-$3.37M
|
-111,552
|
-32%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$6.76M
|
-$284K
|
-9,397
|
-4%
|
|
|
14
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$6.09M
|
-$44.5K
|
-1,476
|
-0.7%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$5.78M
|
+$464K
|
+15,366
|
+9%
|
|
|
16
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$5.74M
|
-$145K
|
-4,788
|
-2%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.41M
|
-$3M
|
-99,552
|
-47%
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$3.38M
|
-$56.2K
|
-1,862
|
-2%
|
|
|
19
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$3.37M
|
–
|
–
|
–
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.98M
|
-$15.2K
|
-503
|
-0.5%
|
|
|
21
|
Cetera Advisors
Denver,
Colorado
|
$1.79M
|
+$158K
|
+5,237
|
+10%
|
|
|
22
|
Bank of New York Mellon
New York
|
$1.77M
|
-$49.8K
|
-1,650
|
-3%
|
|
|
23
|
MA Private Wealth
San Carlos,
California
|
$1.68M
|
-$549K
|
-18,182
|
-25%
|
|
|
24
|
Natixis Advisors
Boston,
Massachusetts
|
$1.64M
|
-$177K
|
-5,853
|
-10%
|
|
|
25
|
|
$1.59M
|
-$599K
|
-19,845
|
-28%
|
|
