|
1
|
|
$33.1M
|
-$591K
|
-14,091
|
-2%
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$30.7M
|
+$34.4M
|
+820,425
|
New
|
|
|
3
|
|
$15.1M
|
-$10.3M
|
-245,645
|
-38%
|
|
|
4
|
Barings
Charlotte,
North Carolina
|
$10.5M
|
-$28.8M
|
-687,368
|
-71%
|
|
|
5
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$10.5M
|
+$2.99M
|
+71,374
|
+35%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$9.63M
|
+$4.6M
|
+109,667
|
+74%
|
|
|
7
|
Spinnaker Trust
Portland,
Maine
|
$8.56M
|
+$9.59M
|
+228,731
|
New
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.16M
|
+$4.94M
|
+117,825
|
+166%
|
|
|
9
|
Checchi Capital Advisers
Beverly Hills,
California
|
$6.79M
|
+$2.35M
|
+56,123
|
+45%
|
|
|
10
|
HSBC Holdings
London,
United Kingdom
|
$5.71M
|
-$14.7K
|
-350
|
-0.2%
|
|
|
11
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$5.54M
|
+$4.92M
|
+117,286
|
+383%
|
|
|
12
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$5.18M
|
-$6.43M
|
-153,296
|
-53%
|
|
|
13
|
UBP Investment Advisors
Geneva,
Switzerland
|
$4.85M
|
-$819K
|
-19,540
|
-13%
|
|
|
14
|
Erste Asset Management
Vienna,
Austria
|
$4.48M
|
-$601K
|
-14,339
|
-11%
|
|
|
15
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$4.15M
|
+$167K
|
+3,987
|
+4%
|
|
|
16
|
Financial Strategies Group
Okemos,
Michigan
|
$3.1M
|
+$196K
|
+4,683
|
+6%
|
|
|
17
|
Vicus Capital
State College,
Pennsylvania
|
$2.87M
|
-$873K
|
-20,809
|
-21%
|
|
|
18
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$2.7M
|
-$43.9K
|
-1,046
|
-1%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$2.56M
|
+$749K
|
+17,868
|
+35%
|
|
|
20
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$2.12M
|
+$258K
|
+6,151
|
+12%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$1.93M
|
+$1.7M
|
+40,417
|
+334%
|
|
|
22
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$1.88M
|
-$1.98M
|
-47,131
|
-48%
|
|
|
23
|
Perella Weinberg Partners Capital Management
New York
|
$1.79M
|
–
|
–
|
–
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$1.66M
|
-$1.94M
|
-46,268
|
-51%
|
|
|
25
|
RHS Financial
San Francisco,
California
|
$1.57M
|
+$831K
|
+19,814
|
+89%
|
|
