|
1
|
|
$98.7M
|
+$5.98M
|
+121,058
|
+6%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$51.3M
|
+$18.7M
|
+379,106
|
+66%
|
|
|
3
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$45.2M
|
+$27.9M
|
+564,391
|
+462%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$22.8M
|
-$2.97M
|
-60,126
|
-12%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$22M
|
+$3.44M
|
+69,582
|
+19%
|
|
|
6
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$20.9M
|
-$18.5M
|
-374,849
|
-47%
|
|
|
7
|
TIAA FSB
Jacksonville,
Florida
|
$14.9M
|
+$10.2M
|
+206,948
|
+222%
|
|
|
8
|
World Investment Advisors
Santa Barbara,
California
|
$14.7M
|
+$14.7M
|
+296,705
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.5M
|
+$658K
|
+13,312
|
+6%
|
|
|
10
|
Probity Advisors
Dallas,
Texas
|
$11M
|
+$2.65M
|
+53,638
|
+32%
|
|
|
11
|
Epstein & White Financial
San Diego,
California
|
$9.03M
|
+$9.02M
|
+182,479
|
New
|
|
|
12
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$8.43M
|
+$304K
|
+6,157
|
+4%
|
|
|
13
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$7.9M
|
+$7.96M
|
+161,162
|
New
|
|
|
14
|
Fairview Capital Investment Management
Greenbrae,
California
|
$7.16M
|
+$4.37M
|
+88,375
|
+157%
|
|
|
15
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$6.67M
|
+$794K
|
+16,072
|
+14%
|
|
|
16
|
Lido Advisors
Los Angeles,
California
|
$6.36M
|
+$2.52M
|
+50,979
|
+66%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.12M
|
+$8.45K
|
+171
|
+0.1%
|
|
|
18
|
|
$5.93M
|
-$560K
|
-11,342
|
-9%
|
|
|
19
|
Summit X LLC
Chesterfield,
Missouri
|
$5.08M
|
+$478K
|
+9,672
|
+10%
|
|
|
20
|
|
$4.16M
|
-$19.1M
|
-386,607
|
-82%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$4.11M
|
+$658K
|
+13,307
|
+19%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.02M
|
+$1.5M
|
+30,357
|
+60%
|
|
|
23
|
Tortoise Investment Management
White Plains,
New York
|
$3.75M
|
+$1.32M
|
+26,682
|
+55%
|
|
|
24
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$3.61M
|
+$1.85M
|
+37,508
|
+106%
|
|
|
25
|
Scotia Capital
Toronto,
Ontario, Canada
|
$3.26M
|
+$462K
|
+9,344
|
+17%
|
|
