|
1
|
|
$11.4M
|
-$4.6M
|
-99,416
|
-29%
|
|
|
2
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$8.33M
|
+$1.39M
|
+30,055
|
+21%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$6.12M
|
-$1.6M
|
-34,624
|
-21%
|
|
|
4
|
AFAM Capital
Austin,
Texas
|
$6.12M
|
+$1.08M
|
+23,373
|
+22%
|
|
|
5
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$5.25M
|
+$31.1K
|
+673
|
+0.6%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.49M
|
-$1.11M
|
-24,090
|
-20%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$3.3M
|
-$3.4M
|
-73,567
|
-51%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$2.9M
|
-$14.7K
|
-319
|
-0.5%
|
|
|
9
|
Weatherly Asset Management
Del Mar,
California
|
$2.26M
|
+$130K
|
+2,811
|
+6%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$2M
|
-$22.6K
|
-488
|
-1%
|
|
|
11
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$1.9M
|
–
|
–
|
–
|
|
|
12
|
SG Americas Securities
New York
|
$1.88M
|
+$573K
|
+12,389
|
+46%
|
|
|
13
|
|
$1.72M
|
–
|
–
|
–
|
|
|
14
|
|
$1.69M
|
+$2.22K
|
+48
|
+0.1%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$1.5M
|
+$1.05M
|
+22,653
|
+250%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.49M
|
+$1.15M
|
+24,891
|
+383%
|
|
|
17
|
Hefty Wealth Partners
Auburn,
Indiana
|
$899K
|
+$875K
|
+18,928
|
New
|
|
|
18
|
Private Trust Company
Cleveland,
Ohio
|
$615K
|
+$3.05K
|
+66
|
+0.5%
|
|
|
19
|
|
$572K
|
-$514K
|
-11,109
|
-48%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$561K
|
-$1.95M
|
-42,119
|
-78%
|
|
|
21
|
Tiedemann Advisors
New York
|
$535K
|
+$521K
|
+11,275
|
New
|
|
|
22
|
|
$525K
|
+$504K
|
+10,906
|
New
|
|
|
23
|
Ballentine Partners
Waltham,
Massachusetts
|
$385K
|
–
|
–
|
–
|
|
|
24
|
WealthSource Partners
San Luis Obispo,
California
|
$336K
|
+$56.6K
|
+1,225
|
+21%
|
|
|
25
|
SPC Financial Inc
Rockville,
Maryland
|
$313K
|
–
|
–
|
–
|
|
