|
1
|
|
$65.2M
|
+$16.1M
|
+214,481
|
+34%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$58.3M
|
-$23.5M
|
-313,996
|
-30%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$55.3M
|
+$24M
|
+320,048
|
+82%
|
|
|
4
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$50.4M
|
-$12.2M
|
-162,460
|
-20%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$19.7M
|
+$5.4M
|
+72,207
|
+40%
|
|
|
6
|
KeyBank National Association
Cleveland,
Ohio
|
$18.8M
|
+$9.8M
|
+130,926
|
+119%
|
|
|
7
|
|
$16.9M
|
-$25.5M
|
-340,983
|
-61%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.3M
|
+$2.42M
|
+32,298
|
+23%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$13M
|
+$5.11M
|
+68,251
|
+69%
|
|
|
10
|
Cypress Capital
Franklin,
Tennessee
|
$11.3M
|
+$377K
|
+5,043
|
+4%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$10.5M
|
+$1.01M
|
+13,438
|
+11%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$8.72M
|
+$8.4M
|
+112,196
|
New
|
|
|
13
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$6.06M
|
+$4.5M
|
+60,102
|
+337%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$5.94M
|
+$4.39M
|
+58,701
|
+331%
|
|
|
15
|
Peconic Partners
New York
|
$5.83M
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.54M
|
+$4.01M
|
+53,530
|
+301%
|
|
|
17
|
Cardan Capital Partners
Denver,
Colorado
|
$5.42M
|
-$11.4M
|
-152,332
|
-69%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$4.93M
|
+$109K
|
+1,462
|
+2%
|
|
|
19
|
Manning & Napier Group
Fairport,
New York
|
$4.27M
|
–
|
–
|
–
|
|
|
20
|
Flow Traders U.S.
New York
|
$4.05M
|
+$3.9M
|
+52,113
|
New
|
|
|
21
|
|
$4M
|
+$1.86M
|
+24,787
|
+93%
|
|
|
22
|
Belpointe Asset Management
Reno,
Nevada
|
$3.37M
|
+$2M
|
+26,676
|
+153%
|
|
|
23
|
Providence First Trust
Scottsdale,
Arizona
|
$3.02M
|
+$374
|
+5
|
+0%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.92M
|
-$569K
|
-7,609
|
-17%
|
|
|
25
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$2.72M
|
+$2.62M
|
+35,000
|
New
|
|
