|
1
|
|
$60.3M
|
+$653K
|
+5,363
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$50.7M
|
-$60.5K
|
-497
|
-0.1%
|
|
|
3
|
Wharton Business Group
Malvern,
Pennsylvania
|
$21.6M
|
+$21.3M
|
+174,905
|
New
|
|
|
4
|
|
$15.5M
|
+$6.48M
|
+53,262
|
+74%
|
|
|
5
|
|
$8.94M
|
+$909K
|
+7,468
|
+11%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.45M
|
-$1.46M
|
-12,003
|
-21%
|
|
|
7
|
Fisher Asset Management
Camas,
Washington
|
$5.4M
|
+$238K
|
+1,957
|
+5%
|
|
|
8
|
Prudential Financial
Newark,
New Jersey
|
$4.97M
|
+$4.9M
|
+40,275
|
New
|
|
|
9
|
Slow Capital
Greenbrae,
California
|
$4.09M
|
+$46.6K
|
+383
|
+1%
|
|
|
10
|
Sunflower Bank
Dallas,
Texas
|
$3.49M
|
-$487K
|
-3,996
|
-12%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$3.37M
|
-$285K
|
-2,341
|
-8%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$3.32M
|
+$132K
|
+1,088
|
+4%
|
|
|
13
|
Bensler
Bellevue,
Washington
|
$2.61M
|
+$2.58M
|
+21,156
|
New
|
|
|
14
|
Sentinel Trust
Houston,
Texas
|
$2.32M
|
–
|
–
|
–
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$2.28M
|
-$450K
|
-3,697
|
-17%
|
|
|
16
|
|
$1.4M
|
-$2M
|
-16,465
|
-59%
|
|
|
17
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.36M
|
-$44.9K
|
-369
|
-3%
|
|
|
18
|
NTV Asset Management
Charleston,
West Virginia
|
$1.2M
|
–
|
–
|
–
|
|
|
19
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.14M
|
+$70.7K
|
+581
|
+7%
|
|
|
20
|
|
$1.09M
|
+$1.08M
|
+8,847
|
New
|
|
|
21
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.01M
|
+$244
|
+2
|
+0%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$914K
|
+$127K
|
+1,043
|
+16%
|
|
|
23
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$812K
|
+$9.98K
|
+82
|
+1%
|
|
|
24
|
Wealth Management Partners
Tucson,
Arizona
|
$796K
|
-$92.5K
|
-760
|
-11%
|
|
|
25
|
Laidlaw Wealth Management
New York City,
New York
|
$750K
|
+$740K
|
+6,077
|
New
|
|
