|
1
|
|
$95.5M
|
+$50.3K
|
+582
|
+0.1%
|
|
|
2
|
HSBC Holdings
London,
United Kingdom
|
$36M
|
+$7.05M
|
+81,600
|
+25%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.7M
|
+$16.8M
|
+194,999
|
+382%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$12.8M
|
+$12.6M
|
+145,475
|
New
|
|
|
5
|
Allianz Asset Management
Munich,
Germany
|
$8.13M
|
-$3.46M
|
-40,078
|
-30%
|
|
|
6
|
Hefty Wealth Partners
Auburn,
Indiana
|
$4M
|
+$2.99M
|
+34,609
|
+321%
|
|
|
7
|
|
$3.28M
|
+$1.71M
|
+19,846
|
+114%
|
|
|
8
|
Baker Avenue Asset Management
San Francisco,
California
|
$2.99M
|
-$163K
|
-1,885
|
-5%
|
|
|
9
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$2.47M
|
+$272K
|
+3,146
|
+13%
|
|
|
10
|
|
$2.29M
|
+$2.24M
|
+25,943
|
New
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.12M
|
+$114K
|
+1,319
|
+6%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$2.1M
|
+$1.24M
|
+14,345
|
+151%
|
|
|
13
|
UBP Investment Advisors
Geneva,
Switzerland
|
$1.97M
|
+$1.93M
|
+22,311
|
New
|
|
|
14
|
Tiedemann Advisors
New York
|
$1.57M
|
+$16.6K
|
+192
|
+1%
|
|
|
15
|
BB&T Securities
Richmond,
Virginia
|
$1.5M
|
+$1.48M
|
+17,080
|
New
|
|
|
16
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$1.31M
|
–
|
–
|
–
|
|
|
17
|
|
$1.18M
|
-$38.7M
|
-447,665
|
-97%
|
|
|
18
|
Oak Point Wealth Management
Portage,
Michigan
|
$1.15M
|
+$1.13M
|
+13,080
|
New
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$846K
|
+$25.8K
|
+299
|
+3%
|
|
|
20
|
Barclays
London,
United Kingdom
|
$559K
|
–
|
–
|
–
|
|
|
21
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$524K
|
-$10.6K
|
-123
|
-2%
|
|
|
22
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$443K
|
–
|
–
|
–
|
|
|
23
|
William Blair & Company
Chicago,
Illinois
|
$429K
|
+$421K
|
+4,870
|
New
|
|
|
24
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$345K
|
+$3.2K
|
+37
|
+1%
|
|
|
25
|
Bank of New York Mellon
New York
|
$341K
|
+$71.8K
|
+831
|
+27%
|
|
