|
1
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$36.8M
|
-$16.8M
|
-426,960
|
-28%
|
|
|
2
|
|
$36.5M
|
+$6.83M
|
+173,681
|
+19%
|
|
|
3
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$15.7M
|
+$623K
|
+15,838
|
+3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$15.3M
|
+$4.3M
|
+109,368
|
+31%
|
|
|
5
|
Weatherly Asset Management
Del Mar,
California
|
$14.4M
|
+$161K
|
+4,084
|
+0.9%
|
|
|
6
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$12.8M
|
+$9.67M
|
+245,935
|
+176%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$10.6M
|
+$50.7K
|
+1,289
|
+0.4%
|
|
|
8
|
Prism Advisors
Studio City,
California
|
$7.84M
|
-$4M
|
-101,602
|
-30%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$6.81M
|
-$133K
|
-3,390
|
-2%
|
|
|
10
|
Colorado Capital Management
Boulder,
Colorado
|
$4.16M
|
+$9.24K
|
+235
|
+0.2%
|
|
|
11
|
|
$4.09M
|
+$4.86M
|
+123,463
|
New
|
|
|
12
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.52M
|
-$39K
|
-991
|
-0.9%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$3.29M
|
+$793K
|
+20,161
|
+25%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.64M
|
-$293K
|
-7,443
|
-9%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.53M
|
+$632K
|
+16,060
|
+27%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$2.15M
|
-$60.6K
|
-1,542
|
-2%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.02M
|
+$39.1K
|
+994
|
+2%
|
|
|
18
|
Principal Financial Group
Des Moines,
Iowa
|
$2M
|
-$4.5M
|
-114,409
|
-65%
|
|
|
19
|
Cetera Advisor Networks
El Segundo,
California
|
$1.93M
|
+$12K
|
+306
|
+0.5%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.68M
|
-$123K
|
-3,134
|
-6%
|
|
|
21
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.66M
|
–
|
–
|
–
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
$1.62M
|
+$162K
|
+4,123
|
+9%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.62M
|
+$363K
|
+9,221
|
+23%
|
|
|
24
|
Comerica Bank
Dallas,
Texas
|
$1.39M
|
-$115K
|
-2,924
|
-7%
|
|
|
25
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.13M
|
-$167K
|
-4,250
|
-11%
|
|
