|
1
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$8.5M
|
+$9.24K
|
+189
|
+0.1%
|
|
|
2
|
|
$5.03M
|
-$498K
|
-10,183
|
-9%
|
|
|
3
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$4.86M
|
-$157K
|
-3,213
|
-3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.8M
|
-$45.2K
|
-925
|
-0.9%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$4.74M
|
+$174K
|
+3,556
|
+4%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.22M
|
+$13.6K
|
+278
|
+0.3%
|
|
|
7
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.01M
|
-$353K
|
-7,230
|
-10%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$2.52M
|
-$63K
|
-1,290
|
-2%
|
|
|
9
|
Weatherly Asset Management
Del Mar,
California
|
$2.25M
|
+$2.98K
|
+61
|
+0.1%
|
|
|
10
|
|
$2.09M
|
-$4.66M
|
-95,444
|
-69%
|
|
|
11
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$2.09M
|
–
|
–
|
–
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.64M
|
-$121K
|
-2,474
|
-7%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$1.54M
|
+$1.36M
|
+27,909
|
+698%
|
|
|
14
|
|
$1.34M
|
-$249K
|
-5,100
|
-16%
|
|
|
15
|
Tiedemann Advisors
New York
|
$641K
|
–
|
–
|
–
|
|
|
16
|
Private Trust Company
Cleveland,
Ohio
|
$624K
|
–
|
–
|
–
|
|
|
17
|
|
$580K
|
-$3.52K
|
-72
|
-0.6%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$420K
|
+$426K
|
+8,712
|
New
|
|
|
19
|
Ballentine Partners
Waltham,
Massachusetts
|
$392K
|
–
|
–
|
–
|
|
|
20
|
CIBC World Market
Toronto,
Ontario, Canada
|
$340K
|
+$344K
|
+7,040
|
New
|
|
|
21
|
WealthSource Partners
San Luis Obispo,
California
|
$321K
|
+$13.3K
|
+273
|
+4%
|
|
|
22
|
SPC Financial Inc
Rockville,
Maryland
|
$319K
|
–
|
–
|
–
|
|
|
23
|
Water Oak Advisors
Winter Park,
Florida
|
$249K
|
-$7.67K
|
-157
|
-3%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$245K
|
-$13.8K
|
-283
|
-5%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$244K
|
–
|
–
|
–
|
|
