|
1
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$37.8M
|
+$2.07M
|
+28,569
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$31.9M
|
-$2.69M
|
-37,073
|
-8%
|
|
|
3
|
Cerity Partners OCIO
New York
|
$22.6M
|
+$23.4M
|
+322,728
|
New
|
|
|
4
|
|
$19.9M
|
-$991K
|
-13,680
|
-5%
|
|
|
5
|
|
$15.6M
|
+$2.55M
|
+35,136
|
+19%
|
|
|
6
|
|
$10.6M
|
-$11.2M
|
-154,160
|
-51%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$10.2M
|
-$158K
|
-2,187
|
-1%
|
|
|
8
|
Wellington Management Group
Boston,
Massachusetts
|
$10.1M
|
-$1.35M
|
-18,572
|
-11%
|
|
|
9
|
Parkside Investments
Deerfield,
Illinois
|
$8.82M
|
+$918K
|
+12,665
|
+11%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$8.48M
|
-$865K
|
-11,936
|
-9%
|
|
|
11
|
Money Design
Tokyo,
Japan
|
$7.38M
|
-$1.53M
|
-21,161
|
-17%
|
|
|
12
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$6.67M
|
+$6.97M
|
+96,203
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.73M
|
+$109K
|
+1,511
|
+2%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.73M
|
+$3.94M
|
+54,358
|
+1,013%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.04M
|
+$2.73M
|
+37,671
|
+110%
|
|
|
16
|
Ancora Advisors
Cleveland,
Ohio
|
$4.75M
|
-$3.62K
|
-50
|
-0.1%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$4.55M
|
-$3.02M
|
-41,665
|
-39%
|
|
|
18
|
M Holdings Securities
Portland,
Oregon
|
$4.51M
|
+$4.66M
|
+64,365
|
New
|
|
|
19
|
Beta Wealth Group
San Diego,
California
|
$4.5M
|
+$117K
|
+1,614
|
+3%
|
|
|
20
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$3.74M
|
–
|
–
|
–
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.48M
|
-$205K
|
-2,832
|
-5%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$3.47M
|
-$36.2K
|
-500
|
-1%
|
|
|
23
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$3.24M
|
–
|
–
|
–
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$2.88M
|
-$1.49M
|
-20,598
|
-33%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.69M
|
-$151K
|
-2,079
|
-5%
|
|
