|
1
|
|
$50.9M
|
-$2.17M
|
-124,860
|
-4%
|
|
|
2
|
|
$41.8M
|
–
|
–
|
–
|
|
|
3
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$35.8M
|
+$37.1M
|
+2,140,008
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$29.9M
|
-$2.44M
|
-140,598
|
-7%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$26.9M
|
-$8.54M
|
-492,276
|
-23%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.6M
|
+$220K
|
+12,696
|
+1%
|
|
|
7
|
Lazard Asset Management
New York
|
$16.6M
|
+$4.93M
|
+284,130
|
+40%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.5M
|
+$1.86M
|
+107,040
|
+12%
|
|
|
9
|
|
$13.7M
|
+$5.65M
|
+325,722
|
+66%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$7.5M
|
-$409K
|
-23,598
|
-5%
|
|
|
11
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$7.08M
|
-$252K
|
-14,532
|
-3%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$5.92M
|
-$129K
|
-7,416
|
-2%
|
|
|
13
|
Freedom Investment Management
Hartford,
Connecticut
|
$4.75M
|
+$13.1M
|
+755,514
|
+1,762%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.05M
|
+$237K
|
+13,644
|
+6%
|
|
|
15
|
Tiedemann Trust
Wilmington,
Delaware
|
$3.55M
|
–
|
–
|
–
|
|
|
16
|
Credit Suisse
Zurich,
Switzerland
|
$3.15M
|
-$3.23M
|
-186,384
|
-50%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.91M
|
+$823K
|
+47,424
|
+37%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$2.89M
|
+$2.28M
|
+131,724
|
+321%
|
|
|
19
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$2.82M
|
-$51K
|
-2,940
|
-2%
|
|
|
20
|
BBVA USA Bancshares
Houston,
Texas
|
$2.45M
|
-$228K
|
-13,134
|
-8%
|
|
|
21
|
|
$2.27M
|
+$2.07M
|
+119,178
|
+705%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.2M
|
+$168K
|
+9,672
|
+8%
|
|
|
23
|
|
$2.06M
|
–
|
–
|
–
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$1.83M
|
-$156K
|
-9,006
|
-8%
|
|
|
25
|
|
$1.7M
|
+$107K
|
+6,168
|
+6%
|
|
