|
1
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$158M
|
+$158M
|
+1,275,240
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$131M
|
+$4.38M
|
+35,294
|
+3%
|
|
|
3
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$106M
|
+$20.9M
|
+168,861
|
+25%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$77.7M
|
+$4M
|
+32,280
|
+5%
|
|
|
5
|
|
$60.7M
|
+$3.39M
|
+27,318
|
+6%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$53.8M
|
+$4.63M
|
+37,354
|
+9%
|
|
|
7
|
Schroder Investment Management Group
London,
United Kingdom
|
$41.4M
|
+$3.8M
|
+30,645
|
+10%
|
|
|
8
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$25.2M
|
-$15.1M
|
-121,463
|
-37%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$23.8M
|
+$968K
|
+7,802
|
+4%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$14.9M
|
+$82.1K
|
+662
|
+0.6%
|
|
|
11
|
|
$12.4M
|
-$32.7K
|
-264
|
-0.3%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$11.3M
|
-$1.48M
|
-11,944
|
-12%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$10.1M
|
+$433K
|
+3,495
|
+5%
|
|
|
14
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$9.71M
|
+$37.2K
|
+300
|
+0.4%
|
|
|
15
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$9.27M
|
-$187K
|
-1,509
|
-2%
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$8.04M
|
+$720K
|
+5,806
|
+10%
|
|
|
17
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$7.44M
|
+$539K
|
+4,345
|
+8%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.25M
|
-$106K
|
-858
|
-1%
|
|
|
19
|
Bailard
Foster City,
California
|
$6.29M
|
+$5.08K
|
+41
|
+0.1%
|
|
|
20
|
Rand Wealth
Baltimore,
Maryland
|
$6.03M
|
-$25.3K
|
-204
|
-0.4%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.3M
|
+$3.07M
|
+24,771
|
+138%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.01M
|
+$384K
|
+3,098
|
+11%
|
|
|
23
|
National Planning Corporation
El Segundo,
California
|
$3.64M
|
+$39.9K
|
+322
|
+1%
|
|
|
24
|
Managed Account Advisors
Jersey City,
New Jersey
|
$3.52M
|
+$530K
|
+4,277
|
+18%
|
|
|
25
|
Aspiriant Holdings S3
Los Angeles,
California
|
$3.21M
|
+$43K
|
+347
|
+1%
|
|
