|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$28.9M
|
+$12.8M
|
+774,301
|
+92%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$8.29M
|
-$731K
|
-44,170
|
-9%
|
|
|
3
|
|
$6.36M
|
-$66.7K
|
-4,032
|
-1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$5.47M
|
-$106K
|
-6,409
|
-2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$4.82M
|
-$330K
|
-19,960
|
-7%
|
|
|
6
|
Advisors Asset Management
Monument,
Colorado
|
$4.47M
|
-$130K
|
-7,876
|
-3%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.7M
|
+$79.9K
|
+4,828
|
+2%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.5M
|
+$298K
|
+18,026
|
+15%
|
|
|
9
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$2.12M
|
+$34.6K
|
+2,089
|
+2%
|
|
|
10
|
|
$1.94M
|
-$593K
|
-35,861
|
-25%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$1.77M
|
-$4.05K
|
-245
|
-0.3%
|
|
|
12
|
1607 Capital Partners
Richmond,
Virginia
|
$1.26M
|
-$6.34M
|
-383,265
|
-84%
|
|
|
13
|
Belpointe Asset Management
Reno,
Nevada
|
$1.03M
|
-$913K
|
-55,154
|
-49%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$991K
|
-$28.7K
|
-1,733
|
-3%
|
|
|
15
|
Spire Wealth Management
Mclean,
Virginia
|
$762K
|
+$706K
|
+42,676
|
New
|
|
|
16
|
|
$740K
|
-$557K
|
-33,664
|
-45%
|
|
|
17
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$682K
|
+$632K
|
+38,214
|
New
|
|
|
18
|
LPL Financial
San Diego,
California
|
$615K
|
+$45.5K
|
+2,748
|
+9%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$544K
|
+$344K
|
+20,808
|
+216%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$527K
|
+$367K
|
+22,181
|
+303%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$447K
|
-$36.1K
|
-2,185
|
-8%
|
|
|
22
|
Mercer Global Advisors
Denver,
Colorado
|
$446K
|
+$356K
|
+21,542
|
+625%
|
|
|
23
|
Oppenheimer & Co
New York
|
$444K
|
+$41.2K
|
+2,492
|
+11%
|
|
|
24
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$418K
|
+$213K
|
+12,854
|
+122%
|
|
|
25
|
Global Retirement Partners
San Rafael,
California
|
$394K
|
–
|
–
|
–
|
|
