|
1
|
|
$184M
|
-$23.4M
|
-751,924
|
-11%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$88.2M
|
-$111K
|
-3,574
|
-0.1%
|
|
|
3
|
|
$51.4M
|
-$9.91M
|
-318,014
|
-16%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$49.5M
|
-$7.88M
|
-253,124
|
-14%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$46.3M
|
-$3.83M
|
-123,006
|
-8%
|
|
|
6
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$23.1M
|
-$1.84M
|
-59,122
|
-7%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.6M
|
-$1.33M
|
-42,838
|
-7%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$14.5M
|
-$1.22M
|
-39,226
|
-8%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$14.3M
|
+$3.57M
|
+114,486
|
+33%
|
|
|
10
|
Permanens Capital
New York
|
$13.9M
|
+$1.06M
|
+33,976
|
+8%
|
|
|
11
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$11.9M
|
-$139K
|
-4,456
|
-1%
|
|
|
12
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$9.75M
|
-$622K
|
-19,960
|
-6%
|
|
|
13
|
|
$8.07M
|
-$4.77M
|
-153,280
|
-37%
|
|
|
14
|
Rothschild Capital Partners
New York
|
$7.74M
|
-$1.97M
|
-63,268
|
-20%
|
|
|
15
|
Condor Capital Management
Martinsville,
New Jersey
|
$6.03M
|
-$2.73M
|
-87,596
|
-31%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$5.92M
|
+$5.98M
|
+191,850
|
New
|
|
|
17
|
55I LLC
Boston,
Massachusetts
|
$4.77M
|
+$4.81M
|
+154,440
|
New
|
|
|
18
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$4.77M
|
+$4.81M
|
+154,440
|
New
|
|
|
19
|
Bank of New York Mellon
New York
|
$4.71M
|
-$732K
|
-23,512
|
-13%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$4.2M
|
-$4.91M
|
-157,480
|
-54%
|
|
|
21
|
Conning Inc
Hartford,
Connecticut
|
$4.13M
|
–
|
–
|
–
|
|
|
22
|
Private Portfolio Partners
Paramus,
New Jersey
|
$4.08M
|
+$270K
|
+8,682
|
+7%
|
|
|
23
|
|
$3.9M
|
-$7.41M
|
-237,918
|
-65%
|
|
|
24
|
Azimuth Capital Management
Bloomfield Hills,
Michigan
|
$3.66M
|
+$746K
|
+23,942
|
+25%
|
|
|
25
|
Raymond James Trust
St. Petersburg,
Florida
|
$3.46M
|
–
|
–
|
–
|
|
