|
1
|
Morningstar Investment Services
Chicago,
Illinois
|
$12.2M
|
+$455K
|
+6,796
|
+4%
|
|
|
2
|
Lazard Asset Management
New York
|
$8.93M
|
-$2.38M
|
-35,580
|
-21%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$8.88M
|
-$858K
|
-12,804
|
-9%
|
|
|
4
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$7.1M
|
+$303K
|
+4,526
|
+4%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$6.91M
|
+$432K
|
+6,447
|
+7%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$5.96M
|
-$5.34M
|
-79,726
|
-47%
|
|
|
7
|
|
$5.12M
|
+$323K
|
+4,816
|
+7%
|
|
|
8
|
|
$4.21M
|
-$525K
|
-7,844
|
-11%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.99M
|
+$518K
|
+7,734
|
+35%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.46M
|
-$75K
|
-1,120
|
-5%
|
|
|
11
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$1.15M
|
–
|
–
|
–
|
|
|
12
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$1.07M
|
–
|
–
|
–
|
|
|
13
|
InterOcean Capital
Chicago,
Illinois
|
$1.03M
|
-$16.1K
|
-240
|
-2%
|
|
|
14
|
WrapManager Inc
Mill Valley,
California
|
$998K
|
-$285K
|
-4,250
|
-22%
|
|
|
15
|
Freedom Investment Management
Hartford,
Connecticut
|
$861K
|
+$204K
|
+3,049
|
+30%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$777K
|
+$472K
|
+7,047
|
+157%
|
|
|
17
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$769K
|
-$8.37K
|
-125
|
-1%
|
|
|
18
|
Adell Harriman & Carpenter
Houston,
Texas
|
$766K
|
-$145K
|
-2,170
|
-16%
|
|
|
19
|
Brookstone Capital Management
Wheaton,
Illinois
|
$735K
|
-$229K
|
-3,426
|
-24%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$719K
|
-$601K
|
-8,968
|
-46%
|
|
|
21
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$685K
|
-$155K
|
-2,320
|
-19%
|
|
|
22
|
Versant Capital Management
Phoenix,
Arizona
|
$578K
|
–
|
–
|
–
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$557K
|
-$798K
|
-11,918
|
-59%
|
|
|
24
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$495K
|
–
|
–
|
–
|
|
|
25
|
First Allied Advisory Services
San Diego,
California
|
$484K
|
-$17.1K
|
-255
|
-3%
|
|
