|
1
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$9.88M
|
+$2.58K
|
+50
|
+0%
|
|
|
2
|
|
$9.61M
|
+$1.7M
|
+32,877
|
+22%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$5.24M
|
+$1.48M
|
+28,665
|
+41%
|
|
|
4
|
Sensato Investors
San Francisco,
California
|
$4.58M
|
-$716K
|
-13,861
|
-14%
|
|
|
5
|
Capital Planning Advisors
Roseville,
California
|
$4.07M
|
+$636K
|
+12,303
|
+19%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$4.06M
|
+$82.9K
|
+1,604
|
+2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$3.07M
|
-$266K
|
-5,148
|
-8%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.95M
|
-$68.2K
|
-1,320
|
-2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.94M
|
-$280K
|
-5,412
|
-9%
|
|
|
10
|
Innealta Capital
Austin,
Texas
|
$2.88M
|
-$67.3K
|
-1,303
|
-2%
|
|
|
11
|
Weatherly Asset Management
Del Mar,
California
|
$2.4M
|
+$310
|
+6
|
+0%
|
|
|
12
|
|
$2.16M
|
-$276K
|
-5,348
|
-12%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.97M
|
+$1.28M
|
+24,846
|
+205%
|
|
|
14
|
|
$1.87M
|
+$1.19M
|
+23,029
|
+192%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$1.52M
|
+$161K
|
+3,125
|
+12%
|
|
|
16
|
|
$1.5M
|
–
|
–
|
–
|
|
|
17
|
SG Americas Securities
New York
|
$1.49M
|
+$1.06M
|
+20,596
|
+279%
|
|
|
18
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.47M
|
+$1.42M
|
+27,470
|
New
|
|
|
19
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.27M
|
-$1.85M
|
-35,768
|
-60%
|
|
|
20
|
Tiedemann Advisors
New York
|
$821K
|
–
|
–
|
–
|
|
|
21
|
Private Trust Company
Cleveland,
Ohio
|
$534K
|
-$2.84K
|
-55
|
-0.5%
|
|
|
22
|
Ballentine Partners
Waltham,
Massachusetts
|
$432K
|
–
|
–
|
–
|
|
|
23
|
Global Retirement Partners
San Rafael,
California
|
$431K
|
-$16.8K
|
-325
|
-4%
|
|
|
24
|
Davenport & Co
Richmond,
Virginia
|
$424K
|
+$411K
|
+7,950
|
New
|
|
|
25
|
SPC Financial Inc
Rockville,
Maryland
|
$352K
|
–
|
–
|
–
|
|
