|
1
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$9.67M
|
+$1.42K
|
+29
|
+0%
|
|
|
2
|
|
$7.7M
|
+$4.29M
|
+87,378
|
+146%
|
|
|
3
|
Sensato Investors
San Francisco,
California
|
$5.21M
|
+$4.9M
|
+99,700
|
New
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$3.9M
|
+$2.46M
|
+50,109
|
+205%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$3.63M
|
-$1.33K
|
-27
|
-0%
|
|
|
6
|
Capital Planning Advisors
Roseville,
California
|
$3.34M
|
+$164K
|
+3,330
|
+5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$3.28M
|
+$1.56M
|
+31,792
|
+103%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.16M
|
+$1.54M
|
+31,275
|
+107%
|
|
|
9
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$3.12M
|
-$1.8M
|
-36,604
|
-38%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.96M
|
-$586K
|
-11,939
|
-17%
|
|
|
11
|
Innealta Capital
Austin,
Texas
|
$2.88M
|
+$117K
|
+2,384
|
+5%
|
|
|
12
|
CX Institutional
Auburn,
Indiana
|
$2.67M
|
+$2.51M
|
+51,024
|
+62,224%
|
|
|
13
|
|
$2.4M
|
+$1.06M
|
+21,530
|
+89%
|
|
|
14
|
Weatherly Asset Management
Del Mar,
California
|
$2.35M
|
-$4.13K
|
-84
|
-0.2%
|
|
|
15
|
|
$1.46M
|
–
|
–
|
–
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$1.32M
|
-$177K
|
-3,595
|
-12%
|
|
|
17
|
Tiedemann Advisors
New York
|
$804K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$633K
|
-$103K
|
-2,100
|
-15%
|
|
|
19
|
|
$626K
|
+$588K
|
+11,966
|
New
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$591K
|
-$139K
|
-2,824
|
-20%
|
|
|
21
|
Private Trust Company
Cleveland,
Ohio
|
$526K
|
-$86K
|
-1,751
|
-15%
|
|
|
22
|
Global Retirement Partners
San Rafael,
California
|
$439K
|
+$255K
|
+5,201
|
+162%
|
|
|
23
|
Ballentine Partners
Waltham,
Massachusetts
|
$424K
|
–
|
–
|
–
|
|
|
24
|
SG Americas Securities
New York
|
$386K
|
-$635K
|
-12,932
|
-64%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$361K
|
+$339K
|
+6,898
|
New
|
|
