|
1
|
|
$14.4M
|
+$235K
|
+5,354
|
+2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$7.88M
|
+$457K
|
+10,423
|
+7%
|
|
|
3
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$6.72M
|
+$1.14M
|
+26,032
|
+22%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$6.01M
|
+$2.51M
|
+57,266
|
+79%
|
|
|
5
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$5.19M
|
+$4.92M
|
+112,160
|
New
|
|
|
6
|
AFAM Capital
Austin,
Texas
|
$5.03M
|
+$151K
|
+3,444
|
+3%
|
|
|
7
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$4.62M
|
+$4.38M
|
+99,822
|
+1,996,440%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.25M
|
+$2.02M
|
+46,171
|
+101%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$3.35M
|
–
|
–
|
–
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.7M
|
+$1.75M
|
+39,921
|
+218%
|
|
|
11
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$2.51M
|
+$2.38M
|
+54,280
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.25M
|
-$387K
|
-8,821
|
-15%
|
|
|
13
|
|
$2.2M
|
+$2.08M
|
+47,536
|
New
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.04M
|
-$154K
|
-3,505
|
-7%
|
|
|
15
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$2M
|
-$92.2K
|
-2,103
|
-4%
|
|
|
16
|
SG Americas Securities
New York
|
$1.9M
|
+$712K
|
+16,225
|
+65%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$1.83M
|
+$1.73M
|
+39,511
|
New
|
|
|
18
|
|
$1.34M
|
-$78.9K
|
-1,800
|
-6%
|
|
|
19
|
Weatherly Asset Management
Del Mar,
California
|
$1.34M
|
+$1.27M
|
+28,884
|
New
|
|
|
20
|
|
$1.2M
|
+$1.14M
|
+25,893
|
New
|
|
|
21
|
Karp Capital Management
Sausalito,
California
|
$1.17M
|
+$1.11M
|
+25,271
|
New
|
|
|
22
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$1.16M
|
+$1.1M
|
+25,000
|
New
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$976K
|
-$340K
|
-7,749
|
-27%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$834K
|
+$55.7K
|
+1,270
|
+8%
|
|
|
25
|
Private Trust Company
Cleveland,
Ohio
|
$597K
|
+$65.7K
|
+1,497
|
+13%
|
|
