|
1
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$23M
|
+$898K
|
+21,312
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$22.9M
|
+$162K
|
+3,849
|
+0.7%
|
|
|
3
|
|
$22.8M
|
+$11.9M
|
+281,419
|
+118%
|
|
|
4
|
William Blair & Company
Chicago,
Illinois
|
$21.3M
|
+$6.49M
|
+153,905
|
+46%
|
|
|
5
|
|
$20.8M
|
+$2.69M
|
+63,810
|
+16%
|
|
|
6
|
|
$13.1M
|
+$12.6M
|
+298,544
|
New
|
|
|
7
|
Texas Treasury Safekeeping Trust Company
Austin,
Texas
|
$11M
|
-$8.79M
|
-208,523
|
-83%
|
|
|
8
|
|
$10.9M
|
-$783K
|
-18,585
|
-7%
|
|
|
9
|
|
$10.3M
|
+$9.3M
|
+220,613
|
+1,394%
|
|
|
10
|
Veritable
Wilmington,
Delaware
|
$7.87M
|
+$95.8K
|
+2,273
|
+1%
|
|
|
11
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$7.67M
|
+$58.4K
|
+1,387
|
+0.8%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.99M
|
–
|
–
|
–
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$6.14M
|
+$462K
|
+10,952
|
+8%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$5.01M
|
-$198K
|
-4,695
|
-4%
|
|
|
15
|
Permanens Capital
New York
|
$4.71M
|
-$645K
|
-15,300
|
-12%
|
|
|
16
|
|
$4.43M
|
+$410K
|
+9,721
|
+11%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$4.21M
|
+$315K
|
+7,483
|
+8%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.18M
|
-$3.32M
|
-78,841
|
-45%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.72M
|
+$2.84M
|
+67,395
|
+381%
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$3.1M
|
+$2.06M
|
+48,837
|
+221%
|
|
|
21
|
SouthState Corp
Winter Haven,
Florida
|
$3.06M
|
+$212K
|
+5,025
|
+8%
|
|
|
22
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$3M
|
-$111K
|
-2,630
|
-4%
|
|
|
23
|
Bank of New York Mellon
New York
|
$2.51M
|
–
|
–
|
–
|
|
|
24
|
AMP Capital Investors
Sydney,
Australia
|
$2.4M
|
–
|
–
|
–
|
|
|
25
|
Madden Advisory Services
Jacksonville,
Florida
|
$2.25M
|
+$19.8K
|
+469
|
+0.9%
|
|
