|
1
|
|
$82.6M
|
+$18.9M
|
+845,712
|
+30%
|
|
|
2
|
|
$49.6M
|
+$18.1M
|
+811,529
|
+58%
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$22.6M
|
+$22.5M
|
+1,009,341
|
New
|
|
|
4
|
Richard C. Young & Co
Newport,
Rhode Island
|
$15.3M
|
+$15.2M
|
+682,803
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$13M
|
+$1.17M
|
+52,353
|
+10%
|
|
|
6
|
Chevy Chase Trust
Bethesda,
Maryland
|
$12.5M
|
+$12.5M
|
+559,279
|
New
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.9M
|
+$10.7M
|
+477,116
|
+912%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$11.3M
|
-$4.77M
|
-213,539
|
-30%
|
|
|
9
|
BNP Paribas Financial Markets
Paris,
France
|
$11.2M
|
+$8.93M
|
+400,000
|
+400%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.5M
|
+$8.19M
|
+366,564
|
+645%
|
|
|
11
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$9.11M
|
-$75.7K
|
-3,388
|
-0.8%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.78M
|
+$4.21M
|
+188,566
|
+93%
|
|
|
13
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$8.16M
|
+$8.12M
|
+363,765
|
New
|
|
|
14
|
|
$5.71M
|
-$11.9K
|
-531
|
-0.2%
|
|
|
15
|
Millennium Management
New York
|
$5.41M
|
+$4.65M
|
+208,353
|
+633%
|
|
|
16
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$4.3M
|
+$179K
|
+7,995
|
+4%
|
|
|
17
|
Two Sigma Investments
New York
|
$4.04M
|
-$1.1M
|
-49,400
|
-22%
|
|
|
18
|
|
$3.76M
|
-$5.8M
|
-259,827
|
-61%
|
|
|
19
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.71M
|
+$3.17M
|
+141,802
|
+603%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$3.29M
|
+$205K
|
+9,178
|
+7%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.69M
|
+$1.28M
|
+57,483
|
+96%
|
|
|
22
|
Oppenheimer Asset Management
New York
|
$2.57M
|
+$2.56M
|
+114,533
|
New
|
|
|
23
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$2.56M
|
+$2.55M
|
+114,050
|
New
|
|
|
24
|
Marshall Wace
London,
United Kingdom
|
$2.25M
|
+$2.24M
|
+100,400
|
New
|
|
|
25
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$2.24M
|
+$2.23M
|
+100,000
|
New
|
|
