|
1
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.2M
|
+$3.2M
|
+373,288
|
New
|
|
|
2
|
Tocqueville Asset Management
New York
|
$3.16M
|
+$6.65K
|
+775
|
+0.2%
|
|
|
3
|
Spinnaker Trust
Portland,
Maine
|
$1.14M
|
+$307K
|
+35,821
|
+37%
|
|
|
4
|
|
$777K
|
+$88.7K
|
+10,333
|
+13%
|
|
|
5
|
KeyBank National Association
Cleveland,
Ohio
|
$692K
|
+$18K
|
+2,100
|
+3%
|
|
|
6
|
|
$597K
|
+$9.82K
|
+1,145
|
+2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$589K
|
+$71.6K
|
+8,346
|
+14%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$520K
|
+$9.43K
|
+1,099
|
+2%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$510K
|
+$246K
|
+28,665
|
+93%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$400K
|
+$401K
|
+46,700
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$394K
|
-$120K
|
-13,944
|
-23%
|
|
|
12
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$367K
|
+$53.1K
|
+6,190
|
+17%
|
|
|
13
|
Neuberger Berman Group
New York
|
$356K
|
–
|
–
|
–
|
|
|
14
|
Bellecapital
Zurich,
Switzerland
|
$352K
|
–
|
–
|
–
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$312K
|
+$17.6K
|
+2,047
|
+6%
|
|
|
16
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$285K
|
-$7.28K
|
-848
|
-2%
|
|
|
17
|
CIBC Bank USA
Chicago,
Illinois
|
$279K
|
–
|
–
|
–
|
|
|
18
|
Veritable
Wilmington,
Delaware
|
$244K
|
–
|
–
|
–
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$213K
|
+$69.2K
|
+8,061
|
+48%
|
|
|
20
|
Geode Capital Management
Boston,
Massachusetts
|
$196K
|
–
|
–
|
–
|
|
|
21
|
Ausdal Financial Partners
Davenport,
Iowa
|
$187K
|
+$12K
|
+1,400
|
+7%
|
|
|
22
|
Colony Group
Boston,
Massachusetts
|
$185K
|
+$185K
|
+21,588
|
New
|
|
|
23
|
Parsec Financial Management
Asheville,
North Carolina
|
$165K
|
+$50.5K
|
+5,885
|
+44%
|
|
|
24
|
|
$124K
|
-$35.5K
|
-4,140
|
-22%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$113K
|
+$3.16K
|
+368
|
+3%
|
|
