|
1
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$76.2M
|
-$14.3M
|
-697,074
|
-16%
|
|
|
2
|
|
$51.4M
|
-$160K
|
-7,800
|
-0.3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$39.5M
|
+$2.12M
|
+103,242
|
+6%
|
|
|
4
|
|
$34.3M
|
+$1.38M
|
+67,062
|
+4%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$31.8M
|
-$301K
|
-14,634
|
-0.9%
|
|
|
6
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$25.7M
|
+$80.6K
|
+3,918
|
+0.3%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.8M
|
+$6.06M
|
+294,372
|
+32%
|
|
|
8
|
|
$22.2M
|
+$11.9M
|
+576,360
|
+116%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.8M
|
+$759K
|
+36,912
|
+5%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$16.2M
|
+$3.1M
|
+150,558
|
+24%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.75M
|
+$746K
|
+36,252
|
+9%
|
|
|
12
|
Thai Life Insurance Company
Bangkok,
Thailand
|
$8.47M
|
+$8.44M
|
+410,400
|
New
|
|
|
13
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$7.13M
|
-$184K
|
-8,964
|
-3%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.11M
|
+$1.46M
|
+70,878
|
+26%
|
|
|
15
|
Tiedemann Advisors
New York
|
$4.38M
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$4.28M
|
-$230K
|
-11,202
|
-5%
|
|
|
17
|
|
$3.71M
|
+$1.25M
|
+60,900
|
+51%
|
|
|
18
|
Lazard Asset Management
New York
|
$3.65M
|
-$10.3M
|
-499,590
|
-74%
|
|
|
19
|
Bailard
Foster City,
California
|
$3.46M
|
+$86.3K
|
+4,194
|
+3%
|
|
|
20
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$2.83M
|
-$33.9K
|
-1,650
|
-1%
|
|
|
21
|
Virtus ETF Advisers
New York
|
$2.47M
|
-$238K
|
-11,562
|
-9%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$2.42M
|
+$366K
|
+17,808
|
+18%
|
|
|
23
|
CIBC World Market
Toronto,
Ontario, Canada
|
$2.27M
|
+$2.26M
|
+109,758
|
New
|
|
|
24
|
|
$2.02M
|
+$45.3K
|
+2,202
|
+2%
|
|
|
25
|
BBVA USA Bancshares
Houston,
Texas
|
$1.99M
|
-$46.9K
|
-2,280
|
-2%
|
|
