|
1
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$34.2M
|
+$32.7M
|
+964,427
|
New
|
|
|
2
|
|
$33.1M
|
+$356K
|
+10,477
|
+1%
|
|
|
3
|
Polianta Ltd
St Helier,
Jersey
|
$16M
|
–
|
–
|
–
|
|
|
4
|
Weatherly Asset Management
Del Mar,
California
|
$15.4M
|
+$239K
|
+7,041
|
+2%
|
|
|
5
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$15.4M
|
+$167K
|
+4,927
|
+1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$14.2M
|
+$80.4K
|
+2,370
|
+0.6%
|
|
|
7
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$13.6M
|
-$104K
|
-3,077
|
-0.8%
|
|
|
8
|
Prism Advisors
Studio City,
California
|
$12M
|
+$372K
|
+10,946
|
+3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$11M
|
-$2.44M
|
-71,870
|
-19%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$10.8M
|
+$1.58M
|
+46,637
|
+18%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$7.88M
|
-$194K
|
-5,719
|
-3%
|
|
|
12
|
Keel Point
Huntsville,
Alabama
|
$7.36M
|
+$7.05M
|
+207,693
|
New
|
|
|
13
|
Principal Financial Group
Des Moines,
Iowa
|
$5.72M
|
+$776K
|
+22,878
|
+16%
|
|
|
14
|
John G. Ullman & Associates
Corning,
New York
|
$5.61M
|
-$73.5K
|
-2,166
|
-1%
|
|
|
15
|
Colorado Capital Management
Boulder,
Colorado
|
$4.43M
|
+$120K
|
+3,548
|
+3%
|
|
|
16
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.87M
|
-$5.09K
|
-150
|
-0.1%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.77M
|
-$235K
|
-6,912
|
-6%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$2.83M
|
+$297K
|
+8,747
|
+12%
|
|
|
19
|
Parametric Portfolio Associates
Seattle,
Washington
|
$2.42M
|
+$136
|
+4
|
+0%
|
|
|
20
|
|
$2.05M
|
+$36.7K
|
+1,080
|
+2%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.84M
|
-$395K
|
-11,640
|
-18%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$1.83M
|
+$291K
|
+8,578
|
+20%
|
|
|
23
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.78M
|
–
|
–
|
–
|
|
|
24
|
|
$1.55M
|
-$1.37M
|
-40,372
|
-48%
|
|
|
25
|
Comerica Bank
Dallas,
Texas
|
$1.43M
|
-$16.3K
|
-481
|
-1%
|
|
