|
1
|
Money Design
Tokyo,
Japan
|
$12.6M
|
+$480K
|
+4,189
|
+4%
|
|
|
2
|
|
$9.2M
|
+$5.86M
|
+51,129
|
+161%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$4.7M
|
+$669K
|
+5,835
|
+16%
|
|
|
4
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$4.41M
|
-$110K
|
-963
|
-2%
|
|
|
5
|
|
$3.25M
|
-$452K
|
-3,944
|
-12%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.68M
|
-$300K
|
-2,618
|
-10%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$2.65M
|
+$85.2K
|
+743
|
+3%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$2.6M
|
+$499K
|
+4,349
|
+23%
|
|
|
9
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.37M
|
-$64K
|
-558
|
-3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.12M
|
-$135K
|
-1,174
|
-6%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.63M
|
-$486K
|
-4,239
|
-22%
|
|
|
12
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.43M
|
+$228K
|
+1,989
|
+18%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$1.23M
|
-$71K
|
-619
|
-5%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.17M
|
-$34.9K
|
-304
|
-3%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$996K
|
-$24K
|
-209
|
-2%
|
|
|
16
|
Veritable
Wilmington,
Delaware
|
$901K
|
-$242K
|
-2,108
|
-21%
|
|
|
17
|
Atlas Private Wealth Management
Albany,
New York
|
$895K
|
–
|
–
|
–
|
|
|
18
|
Osborne Partners Capital Management
San Francisco,
California
|
$721K
|
–
|
–
|
–
|
|
|
19
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$721K
|
-$4.7K
|
-41
|
-0.6%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$624K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$602K
|
-$72.7K
|
-634
|
-10%
|
|
|
22
|
Howland Capital Management
Boston,
Massachusetts
|
$534K
|
–
|
–
|
–
|
|
|
23
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$515K
|
+$39.6K
|
+345
|
+8%
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$415K
|
+$435K
|
+3,793
|
New
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$322K
|
+$333K
|
+2,904
|
New
|
|
