|
1
|
Schroder Investment Management Group
London,
United Kingdom
|
$30M
|
–
|
–
|
–
|
|
|
2
|
Bank of New York Mellon
New York
|
$25.6M
|
-$1.56M
|
-40,248
|
-6%
|
|
|
3
|
Checchi Capital Advisers
Beverly Hills,
California
|
$25.4M
|
-$614K
|
-15,839
|
-2%
|
|
|
4
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$11M
|
-$8.02M
|
-206,709
|
-77%
|
|
|
5
|
MASECO Private Wealth
London,
|
$9.2M
|
+$8.83M
|
+227,727
|
New
|
|
|
6
|
RWA Wealth Partners
Newton,
Massachusetts
|
$6.79M
|
+$4.61M
|
+118,893
|
+241%
|
|
|
7
|
|
$6.58M
|
-$536K
|
-13,809
|
-8%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.33M
|
+$1.17M
|
+30,086
|
+24%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$6.28M
|
-$329K
|
-8,476
|
-5%
|
|
|
10
|
Foster & Motley
Cincinnati,
Ohio
|
$5.43M
|
+$2.74M
|
+70,729
|
+111%
|
|
|
11
|
Leo Wealth LLC
Hurst,
Texas
|
$5.17M
|
+$2.57M
|
+66,245
|
+107%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.16M
|
-$6.66M
|
-171,651
|
-62%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$3.93M
|
+$252K
|
+6,490
|
+7%
|
|
|
14
|
Private Wealth Advisors (California)
Fresno,
California
|
$3.74M
|
+$29.3K
|
+756
|
+0.8%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$3.52M
|
-$1.39M
|
-35,908
|
-29%
|
|
|
16
|
LAM Group
Lake Oswego,
Oregon
|
$3.43M
|
+$1.18M
|
+30,370
|
+56%
|
|
|
17
|
|
$3.19M
|
+$2.47M
|
+63,810
|
+422%
|
|
|
18
|
Blue Edge Capital
Richmond,
Virginia
|
$2.99M
|
+$67.1K
|
+1,730
|
+2%
|
|
|
19
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$2.48M
|
+$140K
|
+3,619
|
+6%
|
|
|
20
|
Principal Financial Group
Des Moines,
Iowa
|
$2.22M
|
+$2.13M
|
+55,000
|
New
|
|
|
21
|
New Capital Management
Houston,
Texas
|
$2.1M
|
+$2.01M
|
+51,915
|
New
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$2.05M
|
+$509K
|
+13,115
|
+35%
|
|
|
23
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.04M
|
+$124K
|
+3,192
|
+7%
|
|
|
24
|
Flow Traders U.S.
New York
|
$2.04M
|
+$1.96M
|
+50,422
|
New
|
|
|
25
|
Northern Trust
Chicago,
Illinois
|
$2.01M
|
+$1.93M
|
+49,658
|
New
|
|
