|
1
|
|
$12.9M
|
+$4.16M
|
+98,459
|
+47%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$6.75M
|
+$2.13M
|
+50,384
|
+46%
|
|
|
3
|
Hays Advisory
Franklin,
Tennessee
|
$5.81M
|
-$1.26M
|
-29,792
|
-18%
|
|
|
4
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$5.04M
|
+$5.04M
|
+119,331
|
New
|
|
|
5
|
Water Oak Advisors
Winter Park,
Florida
|
$4.91M
|
+$2.16M
|
+51,075
|
+78%
|
|
|
6
|
AFAM Capital
Austin,
Texas
|
$4.45M
|
+$2.42M
|
+57,292
|
+119%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$3.07M
|
-$1.56M
|
-36,992
|
-34%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$3.05M
|
+$3.05M
|
+72,300
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.42M
|
+$138K
|
+3,265
|
+6%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.01M
|
+$1.45M
|
+34,271
|
+258%
|
|
|
11
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$2M
|
+$605K
|
+14,324
|
+43%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.93M
|
+$667K
|
+15,794
|
+53%
|
|
|
13
|
|
$1.3M
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$1.22M
|
+$147K
|
+3,479
|
+14%
|
|
|
15
|
SG Americas Securities
New York
|
$1.05M
|
+$507K
|
+12,000
|
+93%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$778K
|
-$91.7K
|
-2,171
|
-11%
|
|
|
17
|
Zacks Investment Management
Chicago,
Illinois
|
$716K
|
-$31.1K
|
-737
|
-4%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$707K
|
+$124K
|
+2,924
|
+21%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$574K
|
-$86K
|
-2,037
|
-13%
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
$505K
|
+$505K
|
+11,967
|
New
|
|
|
21
|
Private Trust Company
Cleveland,
Ohio
|
$481K
|
–
|
–
|
–
|
|
|
22
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$467K
|
+$2.32K
|
+55
|
+0.5%
|
|
|
23
|
Ballentine Partners
Waltham,
Massachusetts
|
$342K
|
–
|
–
|
–
|
|
|
24
|
Millennium Management
New York
|
$312K
|
+$313K
|
+7,400
|
New
|
|
|
25
|
SPC Financial Inc
Rockville,
Maryland
|
$279K
|
–
|
–
|
–
|
|
