|
1
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$8.53M
|
-$13.8K
|
-286
|
-0.2%
|
|
|
2
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$4.79M
|
-$97.6K
|
-2,024
|
-2%
|
|
|
3
|
|
$4.05M
|
-$995K
|
-20,632
|
-20%
|
|
|
4
|
|
$3.75M
|
+$1.64M
|
+33,936
|
+78%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.47M
|
-$766K
|
-15,893
|
-18%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$2.95M
|
-$1.86M
|
-38,532
|
-39%
|
|
|
7
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.71M
|
-$318K
|
-6,588
|
-11%
|
|
|
8
|
Man Group
London,
United Kingdom
|
$2.7M
|
+$2.68M
|
+55,600
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2.4M
|
-$135K
|
-2,792
|
-5%
|
|
|
10
|
Weatherly Asset Management
Del Mar,
California
|
$2.23M
|
-$22.9K
|
-475
|
-1%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.9M
|
+$1.88M
|
+38,999
|
New
|
|
|
12
|
CX Institutional
Auburn,
Indiana
|
$1.52M
|
+$1.5M
|
+31,190
|
New
|
|
|
13
|
|
$1.5M
|
+$154K
|
+3,200
|
+12%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.31M
|
-$341K
|
-7,074
|
-21%
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$1.07M
|
+$1.06M
|
+22,029
|
New
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$986K
|
-$3.75M
|
-77,747
|
-79%
|
|
|
17
|
Tiedemann Advisors
New York
|
$645K
|
–
|
–
|
–
|
|
|
18
|
|
$622K
|
+$618K
|
+12,805
|
New
|
|
|
19
|
|
$587K
|
+$4.92K
|
+102
|
+0.9%
|
|
|
20
|
Private Trust Company
Cleveland,
Ohio
|
$577K
|
-$49.3K
|
-1,023
|
-8%
|
|
|
21
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$564K
|
-$1.52M
|
-31,600
|
-73%
|
|
|
22
|
Ballentine Partners
Waltham,
Massachusetts
|
$394K
|
–
|
–
|
–
|
|
|
23
|
WealthSource Partners
San Luis Obispo,
California
|
$323K
|
–
|
–
|
–
|
|
|
24
|
SPC Financial Inc
Rockville,
Maryland
|
$321K
|
–
|
–
|
–
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$315K
|
-$1.23M
|
-25,432
|
-80%
|
|
