|
1
|
Wells Fargo
San Francisco,
California
|
$22.1M
|
+$1.54M
|
+27,408
|
+8%
|
|
|
2
|
|
$13.5M
|
+$1.9M
|
+33,837
|
+17%
|
|
|
3
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$13M
|
-$2.45M
|
-43,587
|
-16%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$10.8M
|
+$3.9M
|
+69,450
|
+59%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$10.1M
|
+$835K
|
+14,859
|
+9%
|
|
|
6
|
Veritable
Wilmington,
Delaware
|
$8.2M
|
-$335K
|
-5,964
|
-4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$7.2M
|
-$151K
|
-2,683
|
-2%
|
|
|
8
|
Aviance Capital Management
Sarasota,
Florida
|
$6.95M
|
-$420K
|
-7,478
|
-6%
|
|
|
9
|
Destination Wealth Management
Walnut Creek,
California
|
$6.24M
|
-$112K
|
-1,997
|
-2%
|
|
|
10
|
|
$4.69M
|
+$4.55M
|
+81,000
|
New
|
|
|
11
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$4.38M
|
+$4.26M
|
+75,757
|
New
|
|
|
12
|
|
$3.39M
|
-$1.59M
|
-28,219
|
-33%
|
|
|
13
|
Fisher Asset Management
Camas,
Washington
|
$2.56M
|
-$6.46M
|
-114,829
|
-72%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$1.32M
|
+$287K
|
+5,104
|
+29%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.01M
|
+$982K
|
+17,464
|
New
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$967K
|
+$939K
|
+16,702
|
New
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$829K
|
-$725K
|
-12,894
|
-47%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$806K
|
-$83.3K
|
-1,482
|
-10%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$752K
|
+$5.57K
|
+99
|
+0.8%
|
|
|
20
|
The Family Firm
Bethesda,
Maryland
|
$649K
|
-$6.3K
|
-112
|
-1%
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$608K
|
-$87.7K
|
-1,560
|
-13%
|
|
|
22
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$584K
|
–
|
–
|
–
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$547K
|
+$162K
|
+2,873
|
+44%
|
|
|
24
|
Barings
Charlotte,
North Carolina
|
$542K
|
-$298K
|
-5,308
|
-36%
|
|
|
25
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$495K
|
–
|
–
|
–
|
|
