|
1
|
Wells Fargo
San Francisco,
California
|
$8.95M
|
+$620K
|
+24,061
|
+8%
|
|
|
2
|
New York Life Investment Management
New York
|
$2.82M
|
–
|
–
|
–
|
|
|
3
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$2.5M
|
+$2.37M
|
+92,038
|
New
|
|
|
4
|
Research Affiliates
Newport Beach,
California
|
$2.26M
|
–
|
–
|
–
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.08M
|
+$160K
|
+6,224
|
+9%
|
|
|
6
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$2.06M
|
+$380K
|
+14,770
|
+24%
|
|
|
7
|
CIBC World Market
Toronto,
Ontario, Canada
|
$732K
|
+$16.7K
|
+648
|
+2%
|
|
|
8
|
|
$673K
|
+$146K
|
+5,673
|
+30%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$421K
|
-$2.68M
|
-104,068
|
-87%
|
|
|
10
|
|
$335K
|
+$13.9K
|
+541
|
+5%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$214K
|
-$302K
|
-11,719
|
-60%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$163K
|
+$154K
|
+5,983
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$145K
|
+$6.95K
|
+270
|
+5%
|
|
|
14
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$93K
|
+$50.9K
|
+1,976
|
+135%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$27K
|
+$2.94K
|
+114
|
+13%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$20K
|
+$5.18K
|
+201
|
+38%
|
|
|
17
|
MSI Financial Services
Springfield,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
19
|
|
$3K
|
-$10.7K
|
-417
|
-81%
|
|
|
20
|
1919 Investment Counsel
Baltimore,
Maryland
|
$3K
|
–
|
–
|
–
|
|
|
21
|
American International Group
New York
|
$1.69K
|
–
|
–
|
–
|
|
