|
1
|
Schroder Investment Management Group
London,
United Kingdom
|
$8.23M
|
–
|
–
|
–
|
|
|
2
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$7.33M
|
–
|
–
|
–
|
|
|
3
|
|
$2.4M
|
+$1.87M
|
+25,908
|
+305%
|
|
|
4
|
|
$2.15M
|
+$919K
|
+12,756
|
+70%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$1.96M
|
+$924K
|
+12,817
|
+84%
|
|
|
6
|
Roundview Capital
Princeton,
New Jersey
|
$1.74M
|
-$43.2K
|
-600
|
-2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$816K
|
+$85.3K
|
+1,184
|
+11%
|
|
|
8
|
Smart Portfolios LLC
Seattle,
Washington
|
$601K
|
+$19.3K
|
+268
|
+3%
|
|
|
9
|
Meridian Investment Counsel
Lafayette,
California
|
$528K
|
-$7.21K
|
-100
|
-1%
|
|
|
10
|
Covington Capital Management
Los Angeles,
California
|
$359K
|
+$2.16K
|
+30
|
+0.6%
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$346K
|
+$357K
|
+4,954
|
New
|
|
|
12
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$335K
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$331K
|
+$346K
|
+4,802
|
New
|
|
|
14
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$319K
|
–
|
–
|
–
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$229K
|
+$104K
|
+1,446
|
+79%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$83K
|
+$3.89K
|
+54
|
+5%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$78K
|
-$11.4K
|
-158
|
-12%
|
|
|
18
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$48K
|
+$49.7K
|
+690
|
New
|
|
|
19
|
Edmond de Rothschild (Suisse)
Geneva,
Switzerland
|
$48K
|
+$49.7K
|
+690
|
New
|
|
|
20
|
American International Group
New York
|
$17.7K
|
–
|
–
|
–
|
|
|
21
|
MSI Financial Services
Springfield,
Massachusetts
|
$15K
|
–
|
–
|
–
|
|
|
22
|
Whittier Trust
South Pasadena,
California
|
$3K
|
–
|
–
|
–
|
|
|
23
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$2K
|
+$2.52K
|
+35
|
New
|
|
|
24
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$352K
|
-5,010
|
Closed
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$35K
|
-500
|
Closed
|
|
