|
1
|
Bank of New York Mellon
New York
|
$5.04M
|
+$2.82M
|
+298,000
|
+129%
|
|
|
2
|
Tocqueville Asset Management
New York
|
$3.59M
|
+$131K
|
+13,860
|
+4%
|
|
|
3
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.54M
|
+$26.6K
|
+2,812
|
+0.8%
|
|
|
4
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.7M
|
+$1.36M
|
+143,618
|
+103%
|
|
|
5
|
|
$1.87M
|
+$124K
|
+13,089
|
+7%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.51M
|
+$649K
|
+68,596
|
+76%
|
|
|
7
|
Spinnaker Trust
Portland,
Maine
|
$1.38M
|
+$27.3K
|
+2,885
|
+2%
|
|
|
8
|
KeyBank National Association
Cleveland,
Ohio
|
$1.17M
|
+$49.1K
|
+5,194
|
+4%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$1.13M
|
-$33.6K
|
-3,548
|
-3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1.04M
|
+$82.7K
|
+8,737
|
+9%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$978K
|
+$94.5K
|
+9,984
|
+11%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$844K
|
+$82.1K
|
+8,673
|
+11%
|
|
|
13
|
Elmwood Wealth Management
Berkeley,
California
|
$824K
|
+$818K
|
+86,506
|
New
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$525K
|
-$595K
|
-62,839
|
-53%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$430K
|
+$25.6K
|
+2,711
|
+6%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$420K
|
+$206K
|
+21,795
|
+98%
|
|
|
17
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$408K
|
–
|
–
|
–
|
|
|
18
|
Parametric Portfolio Associates
Seattle,
Washington
|
$392K
|
+$389K
|
+41,130
|
New
|
|
|
19
|
Neuberger Berman Group
New York
|
$377K
|
–
|
–
|
–
|
|
|
20
|
|
$368K
|
–
|
–
|
–
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$350K
|
–
|
–
|
–
|
|
|
22
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$312K
|
-$1.84K
|
-195
|
-0.6%
|
|
|
23
|
CIBC Bank USA
Chicago,
Illinois
|
$311K
|
–
|
–
|
–
|
|
|
24
|
Veritable
Wilmington,
Delaware
|
$271K
|
–
|
–
|
–
|
|
|
25
|
Choreo LLC
Rockford,
Illinois
|
$257K
|
+$255K
|
+27,006
|
New
|
|
