|
1
|
Permanens Capital
New York
|
$43.7M
|
+$7.04M
|
+191,796
|
+19%
|
|
|
2
|
|
$42.6M
|
-$1.48M
|
-40,323
|
-3%
|
|
|
3
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$13.6M
|
-$448K
|
-12,215
|
-3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$10.5M
|
+$7.79M
|
+212,112
|
+279%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$10.4M
|
+$2.3M
|
+62,699
|
+28%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$10.2M
|
+$53.6K
|
+1,461
|
+0.5%
|
|
|
7
|
Barings
Charlotte,
North Carolina
|
$9.9M
|
+$1.95M
|
+53,056
|
+24%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.79M
|
+$212K
|
+5,784
|
+3%
|
|
|
9
|
Evolution Wealth Advisors
Aventura,
Florida
|
$7.26M
|
+$7.34M
|
+200,060
|
New
|
|
|
10
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$6.61M
|
-$5.8M
|
-157,927
|
-46%
|
|
|
11
|
Prudential plc
London, England,
United Kingdom
|
$6.57M
|
+$6.65M
|
+181,029
|
New
|
|
|
12
|
|
$6.35M
|
+$4.98M
|
+135,669
|
+344%
|
|
|
13
|
Madison Asset Management
Madison,
Wisconsin
|
$5.37M
|
+$5.43M
|
+147,905
|
New
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$5.16M
|
+$1.23M
|
+33,436
|
+31%
|
|
|
15
|
|
$5.15M
|
-$161K
|
-4,386
|
-3%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$4.62M
|
+$194K
|
+5,289
|
+4%
|
|
|
17
|
|
$4.47M
|
–
|
–
|
–
|
|
|
18
|
|
$4.11M
|
-$12.1M
|
-330,891
|
-74%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$3.09M
|
+$1.18M
|
+32,155
|
+61%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.94M
|
+$237K
|
+6,454
|
+9%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$2.61M
|
-$918
|
-25
|
-0%
|
|
|
22
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$2.2M
|
+$2.22M
|
+60,550
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.05M
|
+$12.2K
|
+331
|
+0.6%
|
|
|
24
|
Prospera Financial Services
Dallas,
Texas
|
$1.87M
|
+$33.1K
|
+901
|
+2%
|
|
|
25
|
Flow Traders U.S.
New York
|
$1.87M
|
+$1.89M
|
+51,460
|
New
|
|
