|
1
|
Bank of New York Mellon
New York
|
$5.17M
|
–
|
–
|
–
|
|
|
2
|
Financial Advocates Investment Management
Olympia,
Washington
|
$3.65M
|
-$218K
|
-23,159
|
-6%
|
|
|
3
|
Tocqueville Asset Management
New York
|
$3.27M
|
-$191K
|
-20,275
|
-6%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.02M
|
+$1.21M
|
+128,629
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$2.82M
|
+$189K
|
+20,114
|
+7%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$2.05M
|
+$1.57M
|
+166,648
|
+381%
|
|
|
7
|
|
$1.81M
|
+$300K
|
+31,868
|
+21%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.76M
|
+$1.69M
|
+179,765
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$1.76M
|
+$192K
|
+20,377
|
+13%
|
|
|
10
|
Spinnaker Trust
Portland,
Maine
|
$1.73M
|
-$79.2K
|
-8,421
|
-5%
|
|
|
11
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.68M
|
-$72.6K
|
-7,719
|
-4%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$1.67M
|
+$79.5K
|
+8,460
|
+5%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.43M
|
+$141K
|
+15,037
|
+11%
|
|
|
14
|
|
$1.4M
|
+$470K
|
+50,000
|
+54%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.39M
|
+$1.14M
|
+121,512
|
+573%
|
|
|
16
|
KeyBank National Association
Cleveland,
Ohio
|
$1.27M
|
+$1.47K
|
+156
|
+0.1%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$948K
|
-$94.2K
|
-10,018
|
-9%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$844K
|
+$13.2K
|
+1,406
|
+2%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$839K
|
+$142K
|
+15,089
|
+21%
|
|
|
20
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$797K
|
+$768K
|
+81,700
|
New
|
|
|
21
|
Veritable
Wilmington,
Delaware
|
$790K
|
–
|
–
|
–
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$602K
|
-$1.16M
|
-123,274
|
-67%
|
|
|
23
|
Comerica Bank
Dallas,
Texas
|
$600K
|
-$74K
|
-7,871
|
-12%
|
|
|
24
|
Neuberger Berman Group
New York
|
$426K
|
–
|
–
|
–
|
|
|
25
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$418K
|
–
|
–
|
–
|
|
