|
1
|
American Century Companies
Kansas City,
Missouri
|
$61.3M
|
-$6.02M
|
-137,498
|
-9%
|
|
|
2
|
Versant Capital Management
Phoenix,
Arizona
|
$29M
|
-$596K
|
-13,609
|
-2%
|
|
|
3
|
Plancorp LLC
Saint Louis,
Missouri
|
$27M
|
+$6.95M
|
+158,678
|
+38%
|
|
|
4
|
RVW Wealth
Los Angeles,
California
|
$16.2M
|
-$5.17M
|
-117,943
|
-25%
|
|
|
5
|
Symmetry Partners
Glastonbury,
Connecticut
|
$8.68M
|
+$8.18M
|
+186,765
|
New
|
|
|
6
|
CPWM LLC
Seattle,
Washington
|
$4.01M
|
-$276K
|
-6,304
|
-7%
|
|
|
7
|
SG Americas Securities
New York
|
$3.98M
|
–
|
–
|
–
|
|
|
8
|
Sage Rhino Capital
Menlo Park,
California
|
$2.82M
|
+$2.66M
|
+60,770
|
New
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.15M
|
+$1.21M
|
+27,540
|
+147%
|
|
|
10
|
|
$1.73M
|
-$3.14M
|
-71,787
|
-66%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$914K
|
+$176K
|
+4,024
|
+26%
|
|
|
12
|
Merriman Wealth Management
Seattle,
Washington
|
$623K
|
+$28.5K
|
+650
|
+5%
|
|
|
13
|
Raymond James Trust
St. Petersburg,
Florida
|
$550K
|
+$35.9K
|
+819
|
+7%
|
|
|
14
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$491K
|
+$5.34K
|
+122
|
+1%
|
|
|
15
|
Tarbox Family Office
Newport Beach,
California
|
$481K
|
+$453K
|
+10,346
|
New
|
|
|
16
|
Perigon Wealth Management
San Francisco,
California
|
$328K
|
+$309K
|
+7,051
|
New
|
|
|
17
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$210K
|
+$116K
|
+2,653
|
+143%
|
|
|
18
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$123K
|
+$64K
|
+1,462
|
+124%
|
|
|
19
|
PrairieView Partners
St. Paul,
Minnesota
|
$43K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27K
|
+$25.7K
|
+587
|
New
|
|
|
21
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$23K
|
+$21.8K
|
+497
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$38K
|
-948
|
Closed
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$44
|
+1
|
New
|
|
