|
1
|
Partners Value Investments
Hamilton,
Bermuda
|
$307M
|
+$21.6M
|
+533,470
|
+8%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$10.4M
|
+$3.78M
|
+93,308
|
+60%
|
|
|
3
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$4.16M
|
–
|
–
|
–
|
|
|
4
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$3.74M
|
–
|
–
|
–
|
|
|
5
|
Leavell Investment Management
Mobile,
Alabama
|
$2.21M
|
–
|
–
|
–
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$1.42M
|
–
|
–
|
–
|
|
|
7
|
Horizon Kinetics Asset Management
New York
|
$797K
|
-$11.1K
|
-273
|
-1%
|
|
|
8
|
Proficio Capital Partners
Newton,
Massachusetts
|
$752K
|
–
|
–
|
–
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$541K
|
-$42.1K
|
-1,039
|
-7%
|
|
|
10
|
Cannell & Spears
New York
|
$536K
|
–
|
–
|
–
|
|
|
11
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$482K
|
+$40
|
+1
|
+0%
|
|
|
12
|
|
$387K
|
-$202K
|
-5,000
|
-35%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$286K
|
-$28.7K
|
-708
|
-9%
|
|
|
14
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$86.2K
|
+$85K
|
+2,098
|
New
|
|
|
15
|
NBC Securities
Birmingham,
Alabama
|
$52K
|
–
|
–
|
–
|
|
|
16
|
Whittier Trust
South Pasadena,
California
|
$30.9K
|
–
|
–
|
–
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10.9K
|
-$8.87K
|
-219
|
-46%
|
|
|
18
|
Guardian Wealth Management (Illinois)
Peoria,
Illinois
|
$9.02K
|
–
|
–
|
–
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.56K
|
-$40.8K
|
-1,007
|
-85%
|
|
|
20
|
Hantz Financial Services
Southfield,
Michigan
|
$6K
|
–
|
–
|
–
|
|
|
21
|
Global Retirement Partners
San Rafael,
California
|
$5.44K
|
–
|
–
|
–
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
23
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$1.91K
|
-$7.25M
|
-178,939
|
-100%
|
|
|
24
|
Sunbelt Securities
Houston,
Texas
|
$708
|
–
|
–
|
–
|
|
|
25
|
Tower Research Capital (TRC)
New York
|
$374
|
-$2.71K
|
-67
|
-88%
|
|
