|
1
|
Morningstar Investment Services
Chicago,
Illinois
|
$10.7M
|
+$280K
|
+4,595
|
+3%
|
|
|
2
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$6.89M
|
–
|
–
|
–
|
|
|
3
|
Bessemer Group
Woodbridge,
New Jersey
|
$6.4M
|
+$6.8M
|
+111,518
|
New
|
|
|
4
|
Destination Wealth Management
Walnut Creek,
California
|
$5.79M
|
-$104K
|
-1,702
|
-2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$4.87M
|
-$2.88M
|
-47,169
|
-36%
|
|
|
6
|
Lazard Asset Management
New York
|
$3.62M
|
-$4.24M
|
-69,575
|
-52%
|
|
|
7
|
|
$3.46M
|
-$131K
|
-2,142
|
-3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.83M
|
+$2.36M
|
+38,745
|
+363%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$2.69M
|
-$2.54M
|
-41,602
|
-47%
|
|
|
10
|
Fisher Asset Management
Camas,
Washington
|
$2.4M
|
+$2.55M
|
+41,839
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.22M
|
-$26.1K
|
-428
|
-2%
|
|
|
12
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$962K
|
-$17.2K
|
-282
|
-2%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$929K
|
+$284K
|
+4,652
|
+40%
|
|
|
14
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$913K
|
–
|
–
|
–
|
|
|
15
|
InterOcean Capital
Chicago,
Illinois
|
$873K
|
-$6.34K
|
-104
|
-0.7%
|
|
|
16
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$661K
|
+$5.55K
|
+91
|
+0.8%
|
|
|
17
|
Freedom Investment Management
Hartford,
Connecticut
|
$580K
|
-$184K
|
-3,022
|
-23%
|
|
|
18
|
Adell Harriman & Carpenter
Houston,
Texas
|
$536K
|
-$124K
|
-2,030
|
-18%
|
|
|
19
|
Versant Capital Management
Phoenix,
Arizona
|
$499K
|
+$6.95K
|
+114
|
+1%
|
|
|
20
|
Fidelity International
Hamilton,
Bermuda
|
$479K
|
+$368K
|
+6,034
|
+261%
|
|
|
21
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$421K
|
–
|
–
|
–
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$370K
|
-$111K
|
-1,826
|
-22%
|
|
|
23
|
Slow Capital
Greenbrae,
California
|
$342K
|
+$6.83K
|
+112
|
+2%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$328K
|
+$202K
|
+3,315
|
+139%
|
|
|
25
|
NTV Asset Management
Charleston,
West Virginia
|
$327K
|
–
|
–
|
–
|
|
