|
1
|
Tiedemann Trust
Wilmington,
Delaware
|
$39.6M
|
-$6.52M
|
-193,755
|
-15%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$17.6M
|
-$1.2M
|
-35,706
|
-7%
|
|
|
3
|
BlackRock Institutional Trust
San Francisco,
California
|
$15.9M
|
+$2.39M
|
+70,904
|
+18%
|
|
|
4
|
VSR Financial Services
Overland Park,
Kansas
|
$5.75M
|
+$211K
|
+6,266
|
+4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$5.48M
|
-$67.7M
|
-2,011,619
|
-93%
|
|
|
6
|
|
$4.5M
|
+$866K
|
+25,735
|
+25%
|
|
|
7
|
Tiedemann Advisors
New York
|
$3.81M
|
+$1.43M
|
+42,417
|
+63%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.15M
|
+$162K
|
+4,817
|
+6%
|
|
|
9
|
Madden Advisory Services
Jacksonville,
Florida
|
$2.81M
|
+$1.41K
|
+42
|
+0.1%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.72M
|
+$161K
|
+4,789
|
+7%
|
|
|
11
|
Madrona Financial Services
Everett,
Washington
|
$2.6M
|
+$1.83M
|
+54,373
|
+266%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$2.46M
|
-$54.7M
|
-1,624,853
|
-96%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.32M
|
-$334K
|
-9,921
|
-13%
|
|
|
14
|
RFG Advisory
Birmingham,
Alabama
|
$2M
|
+$857K
|
+25,465
|
+79%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.69M
|
+$763K
|
+22,654
|
+88%
|
|
|
16
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$1.33M
|
+$1.29M
|
+38,201
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.3M
|
-$288K
|
-8,561
|
-19%
|
|
|
18
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.22M
|
+$234K
|
+6,962
|
+25%
|
|
|
19
|
Cetera Advisors
Denver,
Colorado
|
$1.2M
|
+$400K
|
+11,885
|
+52%
|
|
|
20
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$1.11M
|
-$50.3K
|
-1,494
|
-4%
|
|
|
21
|
M Holdings Securities
Portland,
Oregon
|
$1.11M
|
-$87.4K
|
-2,596
|
-8%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$1.11M
|
+$1.07M
|
+31,790
|
New
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$998K
|
-$465K
|
-13,801
|
-32%
|
|
|
24
|
Efficient Advisors
Mason,
Ohio
|
$873K
|
+$4K
|
+119
|
+0.5%
|
|
|
25
|
Allen Investment Management
New York
|
$844K
|
+$816K
|
+24,251
|
New
|
|
