|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.5M
|
+$10M
|
+985,000
|
New
|
|
|
2
|
Bank of New York Mellon
New York
|
$5.64M
|
–
|
–
|
–
|
|
|
3
|
Financial Advocates Investment Management
Olympia,
Washington
|
$4.05M
|
+$72.2K
|
+7,104
|
+2%
|
|
|
4
|
Tocqueville Asset Management
New York
|
$3.54M
|
-$18.6K
|
-1,835
|
-0.5%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.02M
|
–
|
–
|
–
|
|
|
6
|
|
$2.83M
|
+$823K
|
+81,015
|
+44%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$2.5M
|
+$659K
|
+64,821
|
+38%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$2.18M
|
-$59.6K
|
-5,864
|
-3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$2.08M
|
+$153K
|
+15,049
|
+8%
|
|
|
10
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.82M
|
-$5.14K
|
-506
|
-0.3%
|
|
|
11
|
Spinnaker Trust
Portland,
Maine
|
$1.81M
|
-$71.1K
|
-6,999
|
-4%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.79M
|
+$225K
|
+22,187
|
+15%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$1.56M
|
+$866K
|
+85,212
|
+139%
|
|
|
14
|
|
$1.56M
|
+$32.8K
|
+3,228
|
+2%
|
|
|
15
|
KeyBank National Association
Cleveland,
Ohio
|
$1.56M
|
+$165K
|
+16,270
|
+12%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$1.01M
|
-$1.97M
|
-193,901
|
-67%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$974K
|
+$56.9K
|
+5,598
|
+7%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$961K
|
+$39.2K
|
+3,854
|
+4%
|
|
|
19
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$869K
|
–
|
–
|
–
|
|
|
20
|
Veritable
Wilmington,
Delaware
|
$861K
|
–
|
–
|
–
|
|
|
21
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$830K
|
+$793K
|
+78,005
|
New
|
|
|
22
|
Comerica Bank
Dallas,
Texas
|
$778K
|
+$133K
|
+13,066
|
+22%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$662K
|
-$354K
|
-34,865
|
-36%
|
|
|
24
|
Penserra Capital Management
Orinda,
California
|
$531K
|
+$508K
|
+49,948
|
New
|
|
|
25
|
Neuberger Berman Group
New York
|
$464K
|
–
|
–
|
–
|
|
