|
1
|
Bank of America
Charlotte,
North Carolina
|
$22.4M
|
+$1.67M
|
+39,436
|
+8%
|
|
|
2
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$21.8M
|
+$14.1M
|
+333,660
|
+197%
|
|
|
3
|
|
$17.8M
|
+$219K
|
+5,162
|
+1%
|
|
|
4
|
William Blair & Company
Chicago,
Illinois
|
$14.4M
|
+$2.33M
|
+54,950
|
+20%
|
|
|
5
|
|
$11.6M
|
+$2.42M
|
+57,202
|
+27%
|
|
|
6
|
Texas Treasury Safekeeping Trust Company
Austin,
Texas
|
$10.9M
|
+$7.66K
|
+181
|
+0.1%
|
|
|
7
|
|
$10.3M
|
+$493K
|
+11,639
|
+5%
|
|
|
8
|
Veritable
Wilmington,
Delaware
|
$7.67M
|
-$598K
|
-14,127
|
-7%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.54M
|
-$8.15M
|
-192,567
|
-52%
|
|
|
10
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$7.51M
|
-$6.95M
|
-164,167
|
-49%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.91M
|
+$80.8K
|
+1,908
|
+1%
|
|
|
12
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5.59M
|
-$1.37M
|
-32,366
|
-20%
|
|
|
13
|
Permanens Capital
New York
|
$5.32M
|
+$5.21M
|
+123,000
|
New
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$5.15M
|
-$2.35M
|
-55,415
|
-32%
|
|
|
15
|
|
$3.96M
|
-$864K
|
-20,414
|
-18%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$3.83M
|
-$104K
|
-2,466
|
-3%
|
|
|
17
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$3.08M
|
-$335K
|
-7,902
|
-10%
|
|
|
18
|
Stephens Inc
Little Rock,
Arkansas
|
$2.88M
|
-$533K
|
-12,585
|
-16%
|
|
|
19
|
SouthState Corp
Winter Haven,
Florida
|
$2.81M
|
-$62.4K
|
-1,473
|
-2%
|
|
|
20
|
Bank of New York Mellon
New York
|
$2.48M
|
-$12.2K
|
-289
|
-0.5%
|
|
|
21
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$2.44M
|
-$25.4K
|
-600
|
-1%
|
|
|
22
|
AMP Capital Investors
Sydney,
Australia
|
$2.35M
|
+$686K
|
+16,208
|
+42%
|
|
|
23
|
Madden Advisory Services
Jacksonville,
Florida
|
$2.2M
|
+$171K
|
+4,035
|
+9%
|
|
|
24
|
SG Americas Securities
New York
|
$2.13M
|
-$2.14M
|
-50,519
|
-51%
|
|
|
25
|
Foothills Asset Management
Scottsdale,
Arizona
|
$1.84M
|
+$1.8M
|
+42,549
|
New
|
|
