|
1
|
Bank of America
Charlotte,
North Carolina
|
$191M
|
+$3.42M
|
+58,386
|
+2%
|
|
|
2
|
|
$129M
|
+$12.5M
|
+213,236
|
+10%
|
|
|
3
|
Richard Bernstein Advisors
New York
|
$107M
|
+$1.96M
|
+33,498
|
+2%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$77.6M
|
+$3.1M
|
+52,944
|
+4%
|
|
|
5
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$44.4M
|
+$47.9M
|
+819,196
|
+9,852%
|
|
|
6
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$39M
|
+$1.77M
|
+30,327
|
+4%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.5M
|
+$1.76M
|
+30,032
|
+12%
|
|
|
8
|
Money Design
Tokyo,
Japan
|
$15.3M
|
+$3.07M
|
+52,546
|
+23%
|
|
|
9
|
|
$12.7M
|
+$712K
|
+12,167
|
+5%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.95M
|
+$677K
|
+11,580
|
+8%
|
|
|
11
|
|
$7.9M
|
+$8.62M
|
+147,407
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$7.75M
|
+$1.4M
|
+23,986
|
+20%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$7.29M
|
-$1.69M
|
-28,895
|
-18%
|
|
|
14
|
Fortis Advisors
Wayne,
Pennsylvania
|
$7.04M
|
-$281K
|
-4,800
|
-3%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.52M
|
+$6.65M
|
+113,719
|
+14,215%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$5M
|
+$1.95M
|
+33,283
|
+56%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$3.95M
|
-$4.74K
|
-81
|
-0.1%
|
|
|
18
|
Bessemer Group
Woodbridge,
New Jersey
|
$3.61M
|
+$2.4M
|
+41,072
|
+157%
|
|
|
19
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$3.35M
|
+$392K
|
+6,700
|
+12%
|
|
|
20
|
Fidelity International
Hamilton,
Bermuda
|
$2.81M
|
+$1.88M
|
+32,118
|
+164%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.37M
|
-$240K
|
-4,100
|
-8%
|
|
|
22
|
Slow Capital
Greenbrae,
California
|
$2.18M
|
-$709K
|
-12,129
|
-23%
|
|
|
23
|
Fisher Asset Management
Camas,
Washington
|
$2M
|
-$497K
|
-8,497
|
-19%
|
|
|
24
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$1.92M
|
–
|
–
|
–
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$1.78M
|
+$144K
|
+2,456
|
+8%
|
|
