|
1
|
|
$46.1M
|
–
|
–
|
–
|
|
|
2
|
|
$37.3M
|
-$168K
|
-9,768
|
-0.5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$36.5M
|
+$777K
|
+45,126
|
+2%
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$30.2M
|
+$19.7M
|
+1,145,124
|
+234%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$29.7M
|
–
|
–
|
–
|
|
|
6
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$23.8M
|
+$22.2M
|
+1,288,194
|
New
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.3M
|
+$219K
|
+12,696
|
+1%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.5M
|
-$17.4M
|
-1,012,914
|
-60%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$10.8M
|
-$120K
|
-6,960
|
-1%
|
|
|
10
|
|
$9.35M
|
-$816K
|
-47,382
|
-9%
|
|
|
11
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$6.94M
|
-$326K
|
-18,942
|
-5%
|
|
|
12
|
Lazard Asset Management
New York
|
$5.71M
|
-$14.7M
|
-852,942
|
-73%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.58M
|
+$870K
|
+50,544
|
+20%
|
|
|
14
|
Credit Suisse
Zurich,
Switzerland
|
$5.56M
|
+$4.72M
|
+274,440
|
+1,018%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.18M
|
-$73.3K
|
-4,260
|
-1%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$4.22M
|
+$3.94M
|
+228,960
|
New
|
|
|
17
|
Tiedemann Trust
Wilmington,
Delaware
|
$3.91M
|
–
|
–
|
–
|
|
|
18
|
LPL Financial
San Diego,
California
|
$3.85M
|
-$4.57M
|
-265,710
|
-56%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$3.79M
|
-$3.48M
|
-201,996
|
-50%
|
|
|
20
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$2.85M
|
-$95.5K
|
-5,550
|
-3%
|
|
|
21
|
Financial Management Professionals
Austin,
Texas
|
$2.74M
|
+$20.4K
|
+1,188
|
+0.8%
|
|
|
22
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$2.73M
|
+$434K
|
+25,200
|
+20%
|
|
|
23
|
Bailard
Foster City,
California
|
$2.65M
|
+$2.48M
|
+143,976
|
New
|
|
|
24
|
SG Americas Securities
New York
|
$2.46M
|
+$2.13M
|
+123,900
|
+1,273%
|
|
|
25
|
|
$2.28M
|
-$98.1K
|
-5,700
|
-4%
|
|
