|
1
|
Bank of America
Charlotte,
North Carolina
|
$84.7M
|
+$912K
|
+10,276
|
+1%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$39.3M
|
+$3.23M
|
+36,375
|
+8%
|
|
|
3
|
Perella Weinberg Partners Capital Management
New York
|
$36.1M
|
-$165K
|
-1,854
|
-0.4%
|
|
|
4
|
|
$35.6M
|
-$984K
|
-11,083
|
-2%
|
|
|
5
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$31.9M
|
+$42.6K
|
+480
|
+0.1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$29.6M
|
-$5.44M
|
-61,277
|
-14%
|
|
|
7
|
|
$29.6M
|
-$52.1M
|
-586,677
|
-62%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$28.1M
|
-$2.11M
|
-23,724
|
-6%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$13.3M
|
-$2.7M
|
-30,378
|
-16%
|
|
|
10
|
|
$12.8M
|
+$1.33M
|
+14,964
|
+10%
|
|
|
11
|
Money Design
Tokyo,
Japan
|
$10.2M
|
+$3.4M
|
+38,301
|
+43%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.1M
|
-$9.55M
|
-107,557
|
-46%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.55M
|
-$4.1M
|
-46,125
|
-28%
|
|
|
14
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$8.29M
|
+$140K
|
+1,578
|
+2%
|
|
|
15
|
Peterson Wealth Services
South Ogden,
Utah
|
$8.16M
|
-$9.06K
|
-102
|
-0.1%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.12M
|
-$6.08M
|
-68,442
|
-44%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.75M
|
+$457K
|
+5,144
|
+8%
|
|
|
18
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.73M
|
-$5.37M
|
-60,438
|
-46%
|
|
|
19
|
Ancora Advisors
Cleveland,
Ohio
|
$5.64M
|
–
|
–
|
–
|
|
|
20
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$5.45M
|
+$1.39M
|
+15,652
|
+30%
|
|
|
21
|
VanEck Associates
New York
|
$5.21M
|
-$714K
|
-8,042
|
-11%
|
|
|
22
|
Alphadyne Asset Management
New York
|
$4.41M
|
–
|
–
|
–
|
|
|
23
|
Wellington Management Group
Boston,
Massachusetts
|
$4.27M
|
-$1.61M
|
-18,107
|
-26%
|
|
|
24
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$4.25M
|
-$4.69M
|
-52,845
|
Closed
|
|
|
25
|
Advisor OS
Chicago,
Illinois
|
$4.03M
|
+$252K
|
+2,835
|
+6%
|
|
