|
1
|
|
$35.5M
|
-$5.75M
|
-57,435
|
-13%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$16.5M
|
-$4.62M
|
-46,129
|
-20%
|
|
|
3
|
Wharton Business Group
Malvern,
Pennsylvania
|
$14.9M
|
-$61.1K
|
-610
|
-0.4%
|
|
|
4
|
|
$7.67M
|
+$7.94M
|
+79,284
|
+1,310%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.87M
|
+$2.55M
|
+25,468
|
+64%
|
|
|
6
|
Fisher Asset Management
Camas,
Washington
|
$5.1M
|
+$1.72M
|
+17,184
|
+43%
|
|
|
7
|
|
$4.58M
|
-$27.3K
|
-272
|
-0.5%
|
|
|
8
|
Prudential Financial
Newark,
New Jersey
|
$3.86M
|
+$110K
|
+1,097
|
+3%
|
|
|
9
|
Bessemer Group
Woodbridge,
New Jersey
|
$2.58M
|
-$1.44M
|
-14,361
|
-33%
|
|
|
10
|
Slow Capital
Greenbrae,
California
|
$2.58M
|
-$343K
|
-3,423
|
-11%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$2.19M
|
+$456K
|
+4,550
|
+23%
|
|
|
12
|
Sentinel Trust
Houston,
Texas
|
$1.69M
|
–
|
–
|
–
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$1.59M
|
+$62.2K
|
+621
|
+4%
|
|
|
14
|
|
$900K
|
+$7.71K
|
+77
|
+0.8%
|
|
|
15
|
Vontobel Holding
Zurich,
Switzerland
|
$899K
|
+$250K
|
+2,500
|
+33%
|
|
|
16
|
NTV Asset Management
Charleston,
West Virginia
|
$863K
|
–
|
–
|
–
|
|
|
17
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$797K
|
-$40.5K
|
-404
|
-4%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$782K
|
+$871K
|
+8,695
|
New
|
|
|
19
|
Sunflower Bank
Dallas,
Texas
|
$700K
|
-$345K
|
-3,448
|
-31%
|
|
|
20
|
Atria Wealth Solutions
New York
|
$675K
|
-$30.1K
|
-300
|
-4%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$670K
|
-$760K
|
-7,586
|
-50%
|
|
|
22
|
Miracle Mile Advisors
Los Angeles,
California
|
$600K
|
+$87K
|
+868
|
+15%
|
|
|
23
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$578K
|
–
|
–
|
–
|
|
|
24
|
Baker Avenue Asset Management
San Francisco,
California
|
$507K
|
+$28K
|
+279
|
+5%
|
|
|
25
|
CIBC World Market
Toronto,
Ontario, Canada
|
$446K
|
+$81.9K
|
+817
|
+20%
|
|
