|
1
|
|
$16M
|
+$1.28M
|
+27,387
|
+9%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$7.71M
|
-$317K
|
-6,768
|
-4%
|
|
|
3
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$6.85M
|
+$1.22K
|
+26
|
+0%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$6.74M
|
+$612K
|
+13,053
|
+10%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.6M
|
+$1.26M
|
+26,990
|
+29%
|
|
|
6
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$5.18M
|
-$108K
|
-2,305
|
-2%
|
|
|
7
|
AFAM Capital
Austin,
Texas
|
$4.97M
|
-$154K
|
-3,280
|
-3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$2.89M
|
+$144K
|
+3,064
|
+5%
|
|
|
9
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$2.63M
|
+$71.2K
|
+1,520
|
+3%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.54M
|
+$252K
|
+5,380
|
+11%
|
|
|
11
|
Weatherly Asset Management
Del Mar,
California
|
$2.11M
|
+$746K
|
+15,918
|
+55%
|
|
|
12
|
Xponance
Philadelphia,
Pennsylvania
|
$2.09M
|
+$2.08M
|
+44,422
|
New
|
|
|
13
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$2.01M
|
-$81.5K
|
-1,739
|
-4%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.01M
|
-$68.5K
|
-1,462
|
-3%
|
|
|
15
|
Karp Capital Management
Sausalito,
California
|
$2.01M
|
+$811K
|
+17,300
|
+68%
|
|
|
16
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$1.88M
|
+$703K
|
+15,000
|
+60%
|
|
|
17
|
|
$1.71M
|
+$342K
|
+7,300
|
+25%
|
|
|
18
|
|
$1.68M
|
-$557K
|
-11,892
|
-25%
|
|
|
19
|
SG Americas Securities
New York
|
$1.28M
|
-$656K
|
-13,994
|
-34%
|
|
|
20
|
|
$1.09M
|
-$128K
|
-2,727
|
-11%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$1.08M
|
+$81.4K
|
+1,737
|
+8%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$715K
|
-$134K
|
-2,855
|
-16%
|
|
|
23
|
Private Trust Company
Cleveland,
Ohio
|
$608K
|
–
|
–
|
–
|
|
|
24
|
Davenport & Co
Richmond,
Virginia
|
$474K
|
–
|
–
|
–
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$427K
|
+$425K
|
+9,061
|
New
|
|
