|
1
|
|
$9.81M
|
+$488K
|
+9,156
|
+5%
|
|
|
2
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$9.6M
|
–
|
–
|
–
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$7.33M
|
+$3.47M
|
+65,169
|
+86%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$5M
|
-$86.1K
|
-1,615
|
-2%
|
|
|
5
|
Capital Planning Advisors
Roseville,
California
|
$4.15M
|
+$199K
|
+3,738
|
+5%
|
|
|
6
|
Sensato Investors
San Francisco,
California
|
$3.36M
|
-$1.13M
|
-21,106
|
-25%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$3.28M
|
+$306K
|
+5,741
|
+10%
|
|
|
8
|
Innealta Capital
Austin,
Texas
|
$2.8M
|
–
|
–
|
–
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.75M
|
-$128K
|
-2,402
|
-4%
|
|
|
10
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$2.64M
|
+$2.66M
|
+49,820
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.4M
|
-$469K
|
-8,804
|
-16%
|
|
|
12
|
Weatherly Asset Management
Del Mar,
California
|
$2.15M
|
-$187K
|
-3,510
|
-8%
|
|
|
13
|
|
$1.68M
|
-$426K
|
-7,992
|
-20%
|
|
|
14
|
SG Americas Securities
New York
|
$1.68M
|
+$234K
|
+4,383
|
+16%
|
|
|
15
|
Affinity Wealth Management
Wilmington,
Delaware
|
$1.58M
|
+$1.63M
|
+30,516
|
New
|
|
|
16
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.52M
|
+$95.7K
|
+1,795
|
+7%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$1.45M
|
-$28.4K
|
-533
|
-2%
|
|
|
18
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.3M
|
+$70K
|
+1,314
|
+6%
|
|
|
19
|
|
$1.04M
|
-$421K
|
-7,900
|
-28%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$838K
|
-$1.11M
|
-20,789
|
-56%
|
|
|
21
|
|
$828K
|
-$1.01M
|
-19,024
|
-54%
|
|
|
22
|
Tiedemann Advisors
New York
|
$798K
|
–
|
–
|
–
|
|
|
23
|
MGO One Seven
Beachwood,
Ohio
|
$573K
|
+$589K
|
+11,056
|
New
|
|
|
24
|
Private Trust Company
Cleveland,
Ohio
|
$471K
|
-$49.4K
|
-927
|
-9%
|
|
|
25
|
Davenport & Co
Richmond,
Virginia
|
$424K
|
–
|
–
|
–
|
|
