|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$5.31M
|
+$581K
|
+49,316
|
+13%
|
|
|
2
|
Advisors Asset Management
Monument,
Colorado
|
$3.51M
|
+$1.59M
|
+134,844
|
+86%
|
|
|
3
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$3.43M
|
+$59.1K
|
+5,013
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$2.41M
|
-$192K
|
-16,310
|
-8%
|
|
|
5
|
|
$2.24M
|
+$134K
|
+11,391
|
+6%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.84M
|
+$27.1K
|
+2,297
|
+2%
|
|
|
7
|
Shaker Financial Services
Arlington,
Virginia
|
$1.78M
|
+$1.01M
|
+85,397
|
+136%
|
|
|
8
|
1607 Capital Partners
Richmond,
Virginia
|
$1.57M
|
-$40.1K
|
-3,400
|
-3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1.55M
|
+$48K
|
+4,076
|
+3%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.3M
|
+$5.52K
|
+468
|
+0.4%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.13M
|
+$61.2K
|
+5,189
|
+6%
|
|
|
12
|
Park Avenue Securities
New York
|
$1.01M
|
+$22K
|
+1,865
|
+2%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$947K
|
-$63.1K
|
-5,358
|
-6%
|
|
|
14
|
AJ Wealth Strategies
New York
|
$863K
|
+$743
|
+63
|
+0.1%
|
|
|
15
|
|
$782K
|
+$327K
|
+27,780
|
+74%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$662K
|
+$359K
|
+30,499
|
+124%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$521K
|
+$24.1K
|
+2,044
|
+5%
|
|
|
18
|
Relative Value Partners Group
|
$509K
|
-$24.3K
|
-2,059
|
-5%
|
|
|
19
|
IHT Wealth Management
Chicago,
Illinois
|
$502K
|
+$35.4K
|
+3,000
|
+8%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$423K
|
+$78.1K
|
+6,626
|
+23%
|
|
|
21
|
1776 Wealth
Atlanta,
Georgia
|
$260K
|
+$19.3K
|
+1,634
|
+8%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$255K
|
+$1.77K
|
+150
|
+0.7%
|
|
|
23
|
|
$246K
|
+$44.2K
|
+3,753
|
+22%
|
|
|
24
|
Clear Creek Financial Management
Silverdale,
Washington
|
$197K
|
+$194K
|
+16,437
|
New
|
|
|
25
|
CSS LLC
Chicago,
Illinois
|
$193K
|
-$211K
|
-17,861
|
-53%
|
|
