|
1
|
|
$33.5M
|
+$172K
|
+4,951
|
+0.5%
|
|
|
2
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$16.3M
|
+$706K
|
+20,312
|
+5%
|
|
|
3
|
Polianta Ltd
St Helier,
Jersey
|
$15.8M
|
–
|
–
|
–
|
|
|
4
|
Weatherly Asset Management
Del Mar,
California
|
$14.7M
|
+$14.7M
|
+422,365
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$13.9M
|
+$150K
|
+4,314
|
+1%
|
|
|
6
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$13.2M
|
+$13.2M
|
+379,402
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$12.7M
|
-$262K
|
-7,528
|
-2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$11.2M
|
-$1.3M
|
-37,426
|
-10%
|
|
|
9
|
Prism Advisors
Studio City,
California
|
$10.8M
|
+$296K
|
+8,520
|
+3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$8.21M
|
-$138K
|
-3,965
|
-2%
|
|
|
11
|
John G. Ullman & Associates
Corning,
New York
|
$5.67M
|
-$43.5K
|
-1,250
|
-0.8%
|
|
|
12
|
|
$4.96M
|
-$2.34M
|
-67,362
|
-32%
|
|
|
13
|
Colorado Capital Management
Boulder,
Colorado
|
$4.45M
|
-$634K
|
-18,222
|
-12%
|
|
|
14
|
Principal Financial Group
Des Moines,
Iowa
|
$4.33M
|
-$617K
|
-17,738
|
-12%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.27M
|
-$270K
|
-7,756
|
-6%
|
|
|
16
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.79M
|
-$31.3K
|
-900
|
-0.8%
|
|
|
17
|
|
$2.81M
|
+$2.78M
|
+80,000
|
+18,605%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.55M
|
-$2.08M
|
-59,811
|
-45%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$2.51M
|
-$26.4K
|
-759
|
-1%
|
|
|
20
|
Parametric Portfolio Associates
Seattle,
Washington
|
$2.26M
|
–
|
–
|
–
|
|
|
21
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$2.23M
|
–
|
–
|
–
|
|
|
22
|
|
$2.03M
|
+$109K
|
+3,120
|
+6%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.98M
|
+$246K
|
+7,078
|
+14%
|
|
|
24
|
US Bancorp
Minneapolis,
Minnesota
|
$1.75M
|
-$65.9K
|
-1,894
|
-4%
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$1.48M
|
+$260K
|
+7,490
|
+22%
|
|
