|
1
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$91M
|
+$86.7M
|
+4,380,018
|
+11,703%
|
|
|
2
|
|
$51.5M
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$37.3M
|
+$2.17M
|
+109,770
|
+6%
|
|
|
4
|
|
$32.8M
|
-$2.37M
|
-119,796
|
-7%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$32.1M
|
-$270K
|
-13,644
|
-0.9%
|
|
|
6
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$25.6M
|
-$1.11M
|
-56,064
|
-4%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.7M
|
-$3.84M
|
-193,818
|
-18%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$16M
|
+$8.76M
|
+442,566
|
+132%
|
|
|
9
|
Lazard Asset Management
New York
|
$13.9M
|
+$13.4M
|
+676,650
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$13.1M
|
+$647K
|
+32,688
|
+5%
|
|
|
11
|
|
$10.3M
|
+$160K
|
+8,082
|
+2%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.99M
|
+$378K
|
+19,068
|
+5%
|
|
|
13
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$7.3M
|
-$198K
|
-10,002
|
-3%
|
|
|
14
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$5.93M
|
+$5.7M
|
+288,000
|
New
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.64M
|
-$219K
|
-11,076
|
-4%
|
|
|
16
|
|
$4.56M
|
+$1.21M
|
+61,038
|
+38%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$4.51M
|
+$244K
|
+12,306
|
+6%
|
|
|
18
|
Tiedemann Advisors
New York
|
$4.39M
|
+$4.2M
|
+212,202
|
New
|
|
|
19
|
Bailard
Foster City,
California
|
$3.37M
|
+$245K
|
+12,360
|
+8%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.31M
|
-$3.32M
|
-167,670
|
-51%
|
|
|
21
|
Credit Suisse
Zurich,
Switzerland
|
$2.97M
|
-$3.56M
|
-179,832
|
-56%
|
|
|
22
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$2.86M
|
-$253K
|
-12,768
|
-8%
|
|
|
23
|
Virtus ETF Advisers
New York
|
$2.71M
|
+$2.6M
|
+131,364
|
New
|
|
|
24
|
|
$2.44M
|
-$35.6K
|
-1,800
|
-1%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$2.15M
|
-$39.7K
|
-2,004
|
-2%
|
|
