|
1
|
|
$79.5M
|
-$4.89M
|
-116,481
|
-6%
|
|
|
2
|
|
$38.8M
|
+$38.4M
|
+913,372
|
New
|
|
|
3
|
Schroder Investment Management Group
London,
United Kingdom
|
$33.4M
|
-$1.26M
|
-30,097
|
-4%
|
|
|
4
|
Bank of New York Mellon
New York
|
$32.7M
|
-$766K
|
-18,231
|
-2%
|
|
|
5
|
Checchi Capital Advisers
Beverly Hills,
California
|
$23.7M
|
-$157K
|
-3,745
|
-0.7%
|
|
|
6
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$22.3M
|
-$1.97M
|
-47,027
|
-8%
|
|
|
7
|
Northern Trust
Chicago,
Illinois
|
$18.2M
|
+$1.24M
|
+29,509
|
+7%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$16.8M
|
+$2.38M
|
+56,580
|
+17%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.2M
|
+$2.97M
|
+70,682
|
+23%
|
|
|
10
|
Calamos Advisors
Naperville,
Illinois
|
$13.6M
|
+$3.8M
|
+90,500
|
+39%
|
|
|
11
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$12M
|
+$254K
|
+6,051
|
+2%
|
|
|
12
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$11M
|
+$8.93M
|
+212,644
|
+456%
|
|
|
13
|
Principal Financial Group
Des Moines,
Iowa
|
$9.33M
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.17M
|
-$380K
|
-9,046
|
-4%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$9.15M
|
+$689K
|
+16,412
|
+8%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$9.07M
|
+$50.6K
|
+1,205
|
+0.6%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$8.48M
|
+$1.15M
|
+27,342
|
+16%
|
|
|
18
|
Franklin Resources
San Mateo,
California
|
$7.29M
|
–
|
–
|
–
|
|
|
19
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$6.09M
|
+$6.02M
|
+143,459
|
New
|
|
|
20
|
LAM Group
Lake Oswego,
Oregon
|
$6.04M
|
+$382K
|
+9,105
|
+7%
|
|
|
21
|
Lifetime Wealth Management
Rockwall,
Texas
|
$4.82M
|
+$84.9K
|
+2,021
|
+2%
|
|
|
22
|
Sarasin & Partners
London,
United Kingdom
|
$4.58M
|
+$26.4K
|
+629
|
+0.6%
|
|
|
23
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$4.48M
|
+$1.04M
|
+24,712
|
+30%
|
|
|
24
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$4.19M
|
+$518K
|
+12,325
|
+14%
|
|
|
25
|
|
$3.99M
|
-$59.8K
|
-1,425
|
-1%
|
|
