|
1
|
|
$32.1M
|
+$8.89M
|
+551,100
|
+40%
|
|
|
2
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$6.75M
|
-$5.91M
|
-366,301
|
-47%
|
|
|
3
|
|
$5.84M
|
+$796K
|
+49,342
|
+16%
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.64M
|
-$6.05M
|
-375,000
|
-66%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.51M
|
-$902K
|
-55,948
|
-21%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2.82M
|
+$580K
|
+35,939
|
+27%
|
|
|
7
|
|
$1.97M
|
+$1.15M
|
+71,101
|
+148%
|
|
|
8
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$1.7M
|
+$1.66M
|
+102,889
|
New
|
|
|
9
|
Zurich Insurance Group
Zurich,
Switzerland
|
$1.62M
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1.48M
|
+$172K
|
+10,688
|
+14%
|
|
|
11
|
Nomura Asset Management
Tokyo,
Japan
|
$1.45M
|
+$387K
|
+24,000
|
+38%
|
|
|
12
|
InterOcean Capital
Chicago,
Illinois
|
$1.12M
|
-$33.3K
|
-2,064
|
-3%
|
|
|
13
|
Daiwa Securities Group
Tokyo,
Japan
|
$1.12M
|
+$119K
|
+7,400
|
+12%
|
|
|
14
|
Windsor Creek Advisors
Bethel,
Vermont
|
$1.07M
|
-$635K
|
-39,400
|
-38%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$996K
|
-$23.4K
|
-1,448
|
-2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$972K
|
+$22.3K
|
+1,385
|
+2%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$770K
|
+$70K
|
+4,342
|
+10%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$431K
|
-$569K
|
-35,305
|
-58%
|
|
|
19
|
IFG Advisory
Atlanta,
Georgia
|
$412K
|
-$4.82K
|
-299
|
-1%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$366K
|
+$356K
|
+22,083
|
New
|
|
|
21
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$323K
|
-$202K
|
-12,500
|
-39%
|
|
|
22
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$320K
|
-$8.95K
|
-555
|
-3%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$294K
|
-$250K
|
-15,523
|
-47%
|
|
|
24
|
Barclays
London,
United Kingdom
|
$275K
|
-$183K
|
-11,327
|
-41%
|
|
|
25
|
BigSur Wealth Management
Miami,
Florida
|
$273K
|
–
|
–
|
–
|
|
