|
1
|
|
$154M
|
+$1.58M
|
+50,429
|
+1%
|
|
|
2
|
|
$87.3M
|
+$9.22M
|
+295,221
|
+11%
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$68.5M
|
+$5.91M
|
+189,300
|
+9%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$64.3M
|
-$4.29M
|
-137,423
|
-6%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.5M
|
+$1.94M
|
+62,234
|
+8%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$16M
|
+$1.64M
|
+52,512
|
+11%
|
|
|
7
|
Weitz Investment Management
Omaha,
Nebraska
|
$15.8M
|
+$625K
|
+20,000
|
+4%
|
|
|
8
|
|
$14.6M
|
+$258K
|
+8,269
|
+2%
|
|
|
9
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$10M
|
-$24.7K
|
-790
|
-0.2%
|
|
|
10
|
Barrington Strategic Wealth Management Group
Chicago,
Illinois
|
$9.57M
|
-$42.8K
|
-1,370
|
-0.4%
|
|
|
11
|
Charter Oak Partners Management
Westport,
Connecticut
|
$9.09M
|
+$3.12M
|
+100,000
|
+50%
|
|
|
12
|
First Eagle Investment Management
New York
|
$8.14M
|
–
|
–
|
–
|
|
|
13
|
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
$7.36M
|
+$3.67M
|
+117,400
|
+94%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.2M
|
+$744K
|
+23,807
|
+11%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$7.11M
|
-$449K
|
-14,361
|
-6%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.88M
|
+$4.16M
|
+133,114
|
+142%
|
|
|
17
|
Brinker Capital
Berwyn,
Pennsylvania
|
$6.5M
|
-$25.5M
|
-815,872
|
-79%
|
|
|
18
|
Strategic Capital Group
Gig Harbor,
Washington
|
$6.08M
|
+$6.25M
|
+200,223
|
New
|
|
|
19
|
Loeb Offshore Management
New York
|
$6.07M
|
+$1.08M
|
+34,607
|
+21%
|
|
|
20
|
|
$5.14M
|
-$338K
|
-10,805
|
-6%
|
|
|
21
|
Credit Suisse
Zurich,
Switzerland
|
$4.32M
|
-$1.25M
|
-39,875
|
-22%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.18M
|
+$61.8K
|
+1,978
|
+1%
|
|
|
23
|
|
$3.71M
|
+$3.01M
|
+96,195
|
+371%
|
|
|
24
|
Institute for Wealth Management
Denver,
Colorado
|
$3.1M
|
-$524K
|
-16,770
|
-14%
|
|
|
25
|
Kingfisher Capital
Charlotte,
North Carolina
|
$3.02M
|
-$257K
|
-8,224
|
-8%
|
|
