|
1
|
|
$54.7M
|
+$21.1M
|
+1,189,218
|
+60%
|
|
|
2
|
|
$43.1M
|
–
|
–
|
–
|
|
|
3
|
Destination Wealth Management
Walnut Creek,
California
|
$36.3M
|
+$8.5M
|
+479,784
|
+30%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$33.3M
|
+$756K
|
+42,648
|
+2%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17M
|
-$2.48M
|
-140,154
|
-12%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.2M
|
+$5.11M
|
+288,600
|
+49%
|
|
|
7
|
Lazard Asset Management
New York
|
$12.2M
|
+$5.94M
|
+335,070
|
+90%
|
|
|
8
|
|
$8.53M
|
-$111K
|
-6,270
|
-1%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$8.16M
|
+$981K
|
+55,344
|
+13%
|
|
|
10
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$7.56M
|
-$536K
|
-30,270
|
-6%
|
|
|
11
|
Credit Suisse
Zurich,
Switzerland
|
$6.47M
|
+$4.55M
|
+256,848
|
+218%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$6.24M
|
-$672K
|
-37,956
|
-10%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.95M
|
+$89.5K
|
+5,052
|
+2%
|
|
|
14
|
Tiedemann Trust
Wilmington,
Delaware
|
$3.66M
|
+$1.98M
|
+111,996
|
+112%
|
|
|
15
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$2.96M
|
-$13.3K
|
-750
|
-0.4%
|
|
|
16
|
BBVA USA Bancshares
Houston,
Texas
|
$2.75M
|
-$1.54M
|
-86,868
|
-35%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.19M
|
-$3.69M
|
-208,146
|
-62%
|
|
|
18
|
|
$2.13M
|
-$383K
|
-21,600
|
-15%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.11M
|
-$984K
|
-55,560
|
-31%
|
|
|
20
|
|
$2.05M
|
-$1.65M
|
-93,234
|
-44%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$2.05M
|
-$111K
|
-6,276
|
-5%
|
|
|
22
|
|
$1.92M
|
-$15.6K
|
-882
|
-0.8%
|
|
|
23
|
|
$1.65M
|
+$40.1K
|
+2,262
|
+2%
|
|
|
24
|
American International Group
New York
|
$1.51M
|
+$22.2K
|
+1,254
|
+1%
|
|
|
25
|
SG Americas Securities
New York
|
$1.46M
|
-$2.15M
|
-121,416
|
-59%
|
|
