|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.6M
|
–
|
–
|
–
|
|
|
2
|
Parker Investment Management
Menlo Park,
California
|
$7.58M
|
-$13.9M
|
-1,260,801
|
-66%
|
|
|
3
|
Bank of New York Mellon
New York
|
$7.4M
|
+$1.1M
|
+100,000
|
+19%
|
|
|
4
|
|
$6.84M
|
+$3.71M
|
+336,574
|
+137%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$5.13M
|
+$3.28M
|
+297,858
|
+215%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$4.29M
|
+$724K
|
+65,783
|
+22%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$3.72M
|
+$725K
|
+65,904
|
+26%
|
|
|
8
|
Tocqueville Asset Management
New York
|
$3.71M
|
-$26.9K
|
-2,445
|
-0.8%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$3.37M
|
+$925K
|
+83,990
|
+41%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.02M
|
–
|
–
|
–
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$2.94M
|
+$203K
|
+18,413
|
+8%
|
|
|
12
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.6M
|
-$1.18M
|
-107,045
|
-33%
|
|
|
13
|
Spinnaker Trust
Portland,
Maine
|
$2.19M
|
+$150K
|
+13,599
|
+8%
|
|
|
14
|
KeyBank National Association
Cleveland,
Ohio
|
$2.05M
|
+$265K
|
+24,081
|
+16%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.01M
|
+$817K
|
+74,262
|
+77%
|
|
|
16
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2M
|
-$11.8K
|
-1,070
|
-0.6%
|
|
|
17
|
|
$1.9M
|
+$81.2K
|
+7,379
|
+5%
|
|
|
18
|
Nomura Asset Management
Tokyo,
Japan
|
$1.54M
|
+$1.44M
|
+130,900
|
New
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$1.37M
|
+$122K
|
+11,124
|
+11%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$1.31M
|
+$1.23M
|
+111,709
|
New
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.28M
|
+$166K
|
+15,076
|
+16%
|
|
|
22
|
Simmons Bank
Pine Bluff,
Arkansas
|
$1.11M
|
-$106K
|
-9,646
|
-9%
|
|
|
23
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$1.03M
|
+$70.2K
|
+6,380
|
+8%
|
|
|
24
|
Veritable
Wilmington,
Delaware
|
$951K
|
–
|
–
|
–
|
|
|
25
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$944K
|
+$858K
|
+77,925
|
New
|
|
