|
1
|
Permanens Capital
New York
|
$18M
|
-$25.5M
|
-715,376
|
-59%
|
|
|
2
|
|
$14.5M
|
+$10M
|
+281,272
|
+248%
|
|
|
3
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$12M
|
-$1.72M
|
-48,222
|
-13%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$10.4M
|
-$137K
|
-3,856
|
-1%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$10.4M
|
+$133K
|
+3,748
|
+1%
|
|
|
6
|
EP Wealth Advisors
Torrance,
California
|
$9.91M
|
+$9.59M
|
+269,611
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$8.31M
|
-$2.15M
|
-60,395
|
-21%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.73M
|
-$159K
|
-4,482
|
-2%
|
|
|
9
|
Evolution Wealth Advisors
Aventura,
Florida
|
$7.56M
|
+$199K
|
+5,590
|
+3%
|
|
|
10
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$6.75M
|
+$44.4K
|
+1,247
|
+0.7%
|
|
|
11
|
Madison Asset Management
Madison,
Wisconsin
|
$5.34M
|
-$98.7K
|
-2,774
|
-2%
|
|
|
12
|
|
$4.72M
|
-$478K
|
-13,426
|
-9%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$4.61M
|
-$68.1K
|
-1,913
|
-2%
|
|
|
14
|
|
$4.53M
|
–
|
–
|
–
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$4.21M
|
-$980K
|
-27,555
|
-19%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.93M
|
-$54.3K
|
-1,527
|
-2%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$2.53M
|
-$114K
|
-3,216
|
-4%
|
|
|
18
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$2.24M
|
+$9.96K
|
+280
|
+0.5%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.05M
|
-$28.7K
|
-807
|
-1%
|
|
|
20
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.53M
|
+$1.48M
|
+41,651
|
New
|
|
|
21
|
Quotient Wealth Partners
Dallas,
Texas
|
$1.43M
|
+$449K
|
+12,614
|
+48%
|
|
|
22
|
Flow Traders U.S.
New York
|
$1.31M
|
-$565K
|
-15,886
|
-31%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.17M
|
-$14.3K
|
-403
|
-1%
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.16M
|
-$91.7K
|
-2,578
|
-8%
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$1.01M
|
-$55.4K
|
-1,557
|
-5%
|
|
