|
1
|
|
$42.5M
|
+$1.35M
|
+37,820
|
+3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$18M
|
+$687K
|
+19,201
|
+4%
|
|
|
3
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$17.7M
|
+$20.9K
|
+584
|
+0.1%
|
|
|
4
|
Weatherly Asset Management
Del Mar,
California
|
$16.6M
|
+$295K
|
+8,255
|
+2%
|
|
|
5
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$15.3M
|
+$843K
|
+23,561
|
+6%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$10.9M
|
-$1.08M
|
-30,236
|
-9%
|
|
|
7
|
Prism Advisors
Studio City,
California
|
$8.82M
|
-$17.3K
|
-483
|
-0.2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$8.57M
|
+$855K
|
+23,915
|
+12%
|
|
|
9
|
|
$7.22M
|
+$2.5M
|
+69,793
|
+57%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$4.55M
|
+$809K
|
+22,622
|
+23%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.37M
|
+$2M
|
+55,926
|
+92%
|
|
|
12
|
Colorado Capital Management
Boulder,
Colorado
|
$4.32M
|
-$346K
|
-9,670
|
-8%
|
|
|
13
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.92M
|
-$52.5K
|
-1,468
|
-1%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.97M
|
-$10.4K
|
-290
|
-0.4%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.73M
|
-$110K
|
-3,063
|
-4%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$2.29M
|
-$131K
|
-3,669
|
-6%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$2.23M
|
+$46.6K
|
+1,303
|
+2%
|
|
|
18
|
|
$2.1M
|
+$2.01M
|
+56,226
|
New
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$2.08M
|
+$241K
|
+6,732
|
+14%
|
|
|
20
|
Comerica Bank
Dallas,
Texas
|
$2.04M
|
+$395K
|
+11,047
|
+28%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1.96M
|
+$62.4K
|
+1,745
|
+3%
|
|
|
22
|
Principal Financial Group
Des Moines,
Iowa
|
$1.88M
|
-$355K
|
-9,936
|
-16%
|
|
|
23
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.88M
|
–
|
–
|
–
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.84M
|
+$11.4K
|
+320
|
+0.7%
|
|
|
25
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.26M
|
-$11.6K
|
-325
|
-1%
|
|
