|
1
|
|
$76.3M
|
-$15.4M
|
-190,476
|
-17%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$61.9M
|
-$1.85M
|
-22,905
|
-3%
|
|
|
3
|
Fiduciary Trust
Boston,
Massachusetts
|
$36.3M
|
+$9.52M
|
+118,175
|
+36%
|
|
|
4
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$26.4M
|
-$2.44M
|
-30,218
|
-8%
|
|
|
5
|
Versant Capital Management
Phoenix,
Arizona
|
$24.8M
|
+$349K
|
+4,334
|
+1%
|
|
|
6
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$17.6M
|
-$1M
|
-12,426
|
-5%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$17.4M
|
+$2.95M
|
+36,588
|
+21%
|
|
|
8
|
Avidian Wealth Enterprises
Houston,
Texas
|
$13.8M
|
+$538K
|
+6,681
|
+4%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$13.7M
|
+$13.6M
|
+168,903
|
New
|
|
|
10
|
|
$13.1M
|
+$2.26M
|
+28,000
|
+21%
|
|
|
11
|
|
$11M
|
+$49.4K
|
+613
|
+0.5%
|
|
|
12
|
|
$10.5M
|
+$10.4M
|
+129,431
|
New
|
|
|
13
|
Coastline Trust
Providence,
Rhode Island
|
$10.3M
|
-$50.5K
|
-626
|
-0.5%
|
|
|
14
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$8.32M
|
-$602K
|
-7,471
|
-7%
|
|
|
15
|
Parallel Advisors
San Francisco,
California
|
$8.14M
|
+$92.1K
|
+1,143
|
+1%
|
|
|
16
|
Allianz Asset Management
Munich,
Germany
|
$7.17M
|
–
|
–
|
–
|
|
|
17
|
Garde Capital
Seattle,
Washington
|
$5.63M
|
+$827K
|
+10,255
|
+17%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$5.22M
|
-$11.4K
|
-141
|
-0.2%
|
|
|
19
|
FDx Advisors
Chicago,
Illinois
|
$4.22M
|
+$1.64M
|
+20,398
|
+65%
|
|
|
20
|
|
$3.81M
|
+$469K
|
+5,821
|
+14%
|
|
|
21
|
Central Bank & Trust
Lexington,
Kentucky
|
$3.61M
|
+$24.6K
|
+305
|
+0.7%
|
|
|
22
|
Scotia Capital
Toronto,
Ontario, Canada
|
$3.37M
|
+$132K
|
+1,640
|
+4%
|
|
|
23
|
|
$3.13M
|
+$1.2M
|
+14,840
|
+62%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$3.08M
|
+$3.06M
|
+37,978
|
New
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.07M
|
-$58.3K
|
-723
|
-2%
|
|
