|
1
|
|
$60.8M
|
+$437K
|
+9,453
|
+0.6%
|
|
|
2
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$22.2M
|
-$24.8M
|
-535,867
|
Closed
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$20.4M
|
-$132K
|
-2,855
|
-0.6%
|
|
|
4
|
Weatherly Asset Management
Del Mar,
California
|
$19.9M
|
+$97.7K
|
+2,112
|
+0.4%
|
|
|
5
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$16.5M
|
–
|
–
|
–
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$12.5M
|
-$1.09M
|
-23,485
|
-7%
|
|
|
7
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$12.1M
|
-$64.6K
|
-1,397
|
-0.5%
|
|
|
8
|
Prism Advisors
Studio City,
California
|
$11.2M
|
-$179K
|
-3,876
|
-1%
|
|
|
9
|
Polianta Ltd
St Helier,
Jersey
|
$8.86M
|
–
|
–
|
–
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.41M
|
-$218K
|
-4,704
|
-3%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$5.87M
|
-$84.2K
|
-1,819
|
-1%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.33M
|
-$1.08M
|
-23,255
|
-15%
|
|
|
13
|
Cetera Advisor Networks
El Segundo,
California
|
$5.23M
|
+$80.9K
|
+1,749
|
+1%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$5M
|
-$236K
|
-5,099
|
-4%
|
|
|
15
|
Colorado Capital Management
Boulder,
Colorado
|
$4.83M
|
+$12.5K
|
+270
|
+0.2%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.7M
|
+$202K
|
+4,375
|
+4%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$4.67M
|
+$383K
|
+8,272
|
+8%
|
|
|
18
|
Money Design
Tokyo,
Japan
|
$4.05M
|
+$4.57M
|
+98,703
|
New
|
|
|
19
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$3.94M
|
+$10.6K
|
+230
|
+0.2%
|
|
|
20
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.78M
|
-$19.8K
|
-427
|
-0.5%
|
|
|
21
|
Cetera Advisors
Denver,
Colorado
|
$3.25M
|
+$69K
|
+1,492
|
+2%
|
|
|
22
|
|
$3.04M
|
-$6.71M
|
-145,086
|
-66%
|
|
|
23
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.91M
|
+$29.8K
|
+643
|
+0.9%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$2.88M
|
+$90.1K
|
+1,948
|
+3%
|
|
|
25
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.63M
|
+$2.96M
|
+64,019
|
New
|
|
