|
1
|
Schroder Investment Management Group
London,
United Kingdom
|
$26.7M
|
-$23.2M
|
-630,025
|
-46%
|
|
|
2
|
Bank of New York Mellon
New York
|
$25.6M
|
-$1.49M
|
-40,327
|
-5%
|
|
|
3
|
Checchi Capital Advisers
Beverly Hills,
California
|
$22.4M
|
+$306K
|
+8,304
|
+1%
|
|
|
4
|
|
$13.4M
|
+$13.7M
|
+370,258
|
New
|
|
|
5
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$9.35M
|
+$48.1K
|
+1,305
|
+0.5%
|
|
|
6
|
Financial Strategies Group
Okemos,
Michigan
|
$8.71M
|
+$110K
|
+2,993
|
+1%
|
|
|
7
|
|
$6.42M
|
-$2.97M
|
-80,458
|
-31%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.84M
|
-$286K
|
-7,768
|
-5%
|
|
|
9
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$5.78M
|
-$279K
|
-7,561
|
-5%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$5.47M
|
+$3.72M
|
+100,968
|
+200%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.35M
|
-$253K
|
-6,863
|
-4%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$4.71M
|
-$5.45M
|
-147,839
|
-53%
|
|
|
13
|
Principal Financial Group
Des Moines,
Iowa
|
$4.69M
|
+$4.79M
|
+130,000
|
New
|
|
|
14
|
Leo Wealth LLC
Hurst,
Texas
|
$3.62M
|
-$118K
|
-3,203
|
-3%
|
|
|
15
|
|
$3.61M
|
+$286K
|
+7,760
|
+8%
|
|
|
16
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$3.32M
|
-$265K
|
-7,177
|
-7%
|
|
|
17
|
Private Wealth Advisors (California)
Fresno,
California
|
$3.27M
|
+$176K
|
+4,769
|
+6%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$3.18M
|
+$362K
|
+9,816
|
+13%
|
|
|
19
|
Blue Edge Capital
Richmond,
Virginia
|
$2.83M
|
-$145K
|
-3,920
|
-5%
|
|
|
20
|
Haven Private
Orlando,
Florida
|
$2.35M
|
+$2.4M
|
+65,095
|
New
|
|
|
21
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$2.11M
|
-$5.88M
|
-159,493
|
-73%
|
|
|
22
|
Foster & Motley
Cincinnati,
Ohio
|
$1.8M
|
+$1.59M
|
+43,014
|
+620%
|
|
|
23
|
|
$1.77M
|
+$1.81M
|
+49,089
|
New
|
|
|
24
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.74M
|
+$7.01K
|
+190
|
+0.4%
|
|
|
25
|
LAM Group
Lake Oswego,
Oregon
|
$1.55M
|
-$616K
|
-16,695
|
-28%
|
|
