|
1
|
|
$495M
|
+$17.3M
|
+409,645
|
+3%
|
|
|
2
|
|
$60.8M
|
-$5.28M
|
-124,940
|
-7%
|
|
|
3
|
55I LLC
Boston,
Massachusetts
|
$43.4M
|
+$34.6M
|
+818,967
|
+248%
|
|
|
4
|
DZ Bank
Frankfurt Am Main,
Germany
|
$33.3M
|
-$1.01M
|
-23,845
|
-3%
|
|
|
5
|
Karpus Investment Management
Pittsford,
New York
|
$29.7M
|
+$21.8M
|
+516,596
|
+191%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$23.1M
|
+$4.37M
|
+103,271
|
+20%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.2M
|
-$12.3K
|
-292
|
-0.1%
|
|
|
8
|
Willis Johnson & Associates
Houston,
Texas
|
$9.54M
|
+$1.92M
|
+45,441
|
+22%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$7.95M
|
-$3.43M
|
-81,184
|
-28%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$7.78M
|
+$25.6K
|
+606
|
+0.3%
|
|
|
11
|
WealthSource Partners
San Luis Obispo,
California
|
$7.07M
|
+$4.19M
|
+99,022
|
+112%
|
|
|
12
|
Prudential plc
London, England,
United Kingdom
|
$6.88M
|
-$689K
|
-16,300
|
-8%
|
|
|
13
|
State Street
Boston,
Massachusetts
|
$6.26M
|
-$1.53M
|
-36,259
|
-18%
|
|
|
14
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$5.86M
|
-$1.98M
|
-46,838
|
-23%
|
|
|
15
|
Silvercrest Asset Management
New York
|
$5.53M
|
-$39.1K
|
-925
|
-0.6%
|
|
|
16
|
One Wealth Advisors
San Francisco,
California
|
$5.47M
|
+$5.32M
|
+125,811
|
+656%
|
|
|
17
|
Blue Trust Inc
Alpharetta,
Georgia
|
$4.67M
|
-$770K
|
-18,220
|
-14%
|
|
|
18
|
Zurich Insurance Group
Zurich,
Switzerland
|
$4.2M
|
+$482K
|
+11,400
|
+11%
|
|
|
19
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$4.11M
|
–
|
–
|
–
|
|
|
20
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.04M
|
+$2.82M
|
+66,813
|
+166%
|
|
|
21
|
|
$3.84M
|
+$107K
|
+2,525
|
+3%
|
|
|
22
|
Checchi Capital Advisers
Beverly Hills,
California
|
$3.37M
|
-$1.36M
|
-32,116
|
-26%
|
|
|
23
|
Stelac Advisory Services
New York
|
$3.29M
|
–
|
–
|
–
|
|
|
24
|
|
$2.58M
|
-$176K
|
-4,155
|
-6%
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.52M
|
+$583K
|
+13,791
|
+26%
|
|
