|
1
|
|
$59M
|
-$8.11M
|
-148,545
|
-13%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$33.3M
|
-$1.28M
|
-23,450
|
-4%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$27.2M
|
+$446K
|
+8,175
|
+2%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$24.1M
|
-$8.87M
|
-162,610
|
-28%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$23.7M
|
+$987K
|
+18,080
|
+5%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.4M
|
-$8.05M
|
-147,450
|
-27%
|
|
|
7
|
Wharton Business Group
Malvern,
Pennsylvania
|
$19.4M
|
+$18.2M
|
+333,850
|
New
|
|
|
8
|
|
$17.6M
|
+$1.68M
|
+30,695
|
+11%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.6M
|
+$220K
|
+4,025
|
+1%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$15.7M
|
+$652K
|
+11,955
|
+5%
|
|
|
11
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$15.5M
|
-$60.3K
|
-1,105
|
-0.4%
|
|
|
12
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$10.6M
|
+$62.2K
|
+1,140
|
+0.6%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.76M
|
+$311K
|
+5,705
|
+4%
|
|
|
14
|
Mason & Associates (California)
Los Angeles,
California
|
$8.75M
|
+$8.23M
|
+150,740
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.52M
|
+$329K
|
+6,020
|
+4%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.37M
|
+$1.84M
|
+33,775
|
+31%
|
|
|
17
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$6.9M
|
+$477K
|
+8,750
|
+8%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$6.86M
|
+$202K
|
+3,700
|
+3%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.37M
|
+$5.5M
|
+100,765
|
+1,126%
|
|
|
20
|
RWA Wealth Partners
Newton,
Massachusetts
|
$6.29M
|
+$5.91M
|
+108,260
|
New
|
|
|
21
|
Martin & Co
Knoxville,
Tennessee
|
$5.87M
|
+$6K
|
+110
|
+0.1%
|
|
|
22
|
Murphy Capital Management
Bedminster,
New Jersey
|
$5.13M
|
-$17.7K
|
-325
|
-0.4%
|
|
|
23
|
Banco Santander
Madrid,
Spain
|
$5.08M
|
–
|
–
|
–
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.88M
|
+$23.2K
|
+425
|
+0.5%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$4.59M
|
+$3.38M
|
+61,985
|
+366%
|
|
