|
1
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$8.51M
|
+$443K
|
+9,508
|
+5%
|
|
|
2
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$4.43M
|
-$111K
|
-2,385
|
-2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$3.2M
|
+$408K
|
+8,766
|
+14%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.16M
|
-$130K
|
-2,782
|
-4%
|
|
|
5
|
Capital Planning Advisors
Roseville,
California
|
$2.79M
|
+$2.82M
|
+60,585
|
New
|
|
|
6
|
|
$2.75M
|
-$1.09M
|
-23,505
|
-28%
|
|
|
7
|
Innealta Capital
Austin,
Texas
|
$2.43M
|
+$2.46M
|
+52,821
|
New
|
|
|
8
|
Weatherly Asset Management
Del Mar,
California
|
$2.07M
|
-$43.9K
|
-943
|
-2%
|
|
|
9
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.67M
|
-$909K
|
-19,521
|
-35%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.42M
|
-$861K
|
-18,479
|
-37%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.34M
|
+$109K
|
+2,340
|
+9%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$1.33M
|
+$1.04M
|
+22,404
|
+346%
|
|
|
13
|
|
$1.29M
|
-$135K
|
-2,900
|
-9%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$1.12M
|
+$192K
|
+4,131
|
+20%
|
|
|
15
|
|
$1.12M
|
-$2.47M
|
-52,960
|
-69%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$997K
|
+$1.01M
|
+21,613
|
New
|
|
|
17
|
SG Americas Securities
New York
|
$937K
|
+$661K
|
+14,193
|
+232%
|
|
|
18
|
Tiedemann Advisors
New York
|
$708K
|
+$98.6K
|
+2,118
|
+16%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$653K
|
+$368K
|
+7,899
|
+125%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$652K
|
-$1.16M
|
-24,866
|
-64%
|
|
|
21
|
Private Trust Company
Cleveland,
Ohio
|
$544K
|
-$2.7K
|
-58
|
-0.5%
|
|
|
22
|
Ballentine Partners
Waltham,
Massachusetts
|
$373K
|
–
|
–
|
–
|
|
|
23
|
WealthSource Partners
San Luis Obispo,
California
|
$311K
|
+$5.31K
|
+114
|
+2%
|
|
|
24
|
SPC Financial Inc
Rockville,
Maryland
|
$304K
|
–
|
–
|
–
|
|
|
25
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$231K
|
+$234K
|
+5,020
|
New
|
|
