|
1
|
Parker Investment Management
Menlo Park,
California
|
$20.8M
|
+$20.8M
|
+1,905,925
|
New
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.7M
|
–
|
–
|
–
|
|
|
3
|
Bank of New York Mellon
New York
|
$5.77M
|
–
|
–
|
–
|
|
|
4
|
Financial Advocates Investment Management
Olympia,
Washington
|
$3.58M
|
-$568K
|
-52,187
|
-14%
|
|
|
5
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$3.57M
|
+$2.72M
|
+249,730
|
+320%
|
|
|
6
|
Tocqueville Asset Management
New York
|
$3.46M
|
-$164K
|
-15,050
|
-5%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$3.26M
|
+$695K
|
+63,855
|
+27%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.02M
|
–
|
–
|
–
|
|
|
9
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$2.98M
|
+$2.97M
|
+273,028
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$2.73M
|
+$602K
|
+55,289
|
+28%
|
|
|
11
|
|
$2.68M
|
-$225K
|
-20,672
|
-8%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$2.53M
|
+$297K
|
+27,252
|
+13%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$2.21M
|
+$373K
|
+34,286
|
+20%
|
|
|
14
|
Spinnaker Trust
Portland,
Maine
|
$1.89M
|
+$29.3K
|
+2,691
|
+2%
|
|
|
15
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.87M
|
+$33
|
+3
|
+0%
|
|
|
16
|
|
$1.68M
|
+$81.7K
|
+7,500
|
+5%
|
|
|
17
|
KeyBank National Association
Cleveland,
Ohio
|
$1.64M
|
+$40.2K
|
+3,693
|
+3%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$1.51M
|
+$472K
|
+43,379
|
+46%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$1.15M
|
+$1.01M
|
+92,699
|
+720%
|
|
|
20
|
Simmons Bank
Pine Bluff,
Arkansas
|
$1.14M
|
+$1.14M
|
+104,447
|
New
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.05M
|
+$56.3K
|
+5,171
|
+6%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.03M
|
+$41.8K
|
+3,838
|
+4%
|
|
|
23
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$891K
|
–
|
–
|
–
|
|
|
24
|
Veritable
Wilmington,
Delaware
|
$882K
|
–
|
–
|
–
|
|
|
25
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$850K
|
+$849K
|
+78,000
|
New
|
|
