|
1
|
|
$29.8M
|
+$4.18M
|
+254,300
|
+17%
|
|
|
2
|
Guardian Life Insurance
New York
|
$21.7M
|
-$1.88M
|
-114,665
|
-8%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.8M
|
-$657K
|
-40,000
|
-7%
|
|
|
4
|
|
$5.93M
|
+$307K
|
+18,683
|
+6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$4.8M
|
-$2.04M
|
-124,084
|
-30%
|
|
|
6
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$3.13M
|
+$3.1M
|
+188,865
|
New
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.83M
|
-$3.5M
|
-213,051
|
-66%
|
|
|
8
|
Windsor Creek Advisors
Bethel,
Vermont
|
$1.46M
|
-$549K
|
-33,400
|
-28%
|
|
|
9
|
|
$1.46M
|
+$1.17M
|
+71,030
|
+424%
|
|
|
10
|
Zurich Insurance Group
Zurich,
Switzerland
|
$1.33M
|
-$222K
|
-13,537
|
-14%
|
|
|
11
|
Prudential plc
London, England,
United Kingdom
|
$1.25M
|
–
|
–
|
–
|
|
|
12
|
InterOcean Capital
Chicago,
Illinois
|
$1.19M
|
-$23.8K
|
-1,449
|
-2%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.01M
|
+$71.5K
|
+4,353
|
+8%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$899K
|
-$1.23M
|
-74,966
|
-58%
|
|
|
15
|
Omnia Family Wealth
Aventura,
Florida
|
$890K
|
-$247K
|
-15,000
|
-22%
|
|
|
16
|
Boston Advisors
Boston,
Massachusetts
|
$890K
|
-$44.1K
|
-2,686
|
-5%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$890K
|
+$883K
|
+53,716
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$873K
|
-$103K
|
-6,251
|
-11%
|
|
|
19
|
Daiwa Securities Group
Tokyo,
Japan
|
$872K
|
-$23K
|
-1,400
|
-3%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$771K
|
-$3.8M
|
-231,041
|
-83%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$731K
|
-$113K
|
-6,876
|
-13%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$637K
|
+$81.2K
|
+4,943
|
+15%
|
|
|
23
|
|
$620K
|
–
|
–
|
–
|
|
|
24
|
|
$571K
|
-$641K
|
-39,000
|
-53%
|
|
|
25
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$530K
|
–
|
–
|
–
|
|
