|
1
|
|
$54.2M
|
–
|
–
|
–
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$44M
|
+$14.1M
|
+362,237
|
+36%
|
|
|
3
|
Schonfeld Strategic Advisors
New York
|
$36.5M
|
-$44.4M
|
-1,140,000
|
-50%
|
|
|
4
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$29.9M
|
+$143K
|
+3,670
|
+0.4%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$28.9M
|
-$823K
|
-21,126
|
-2%
|
|
|
6
|
Kaleidoscope Capital
Boston,
Massachusetts
|
$19.1M
|
+$824K
|
+21,149
|
+4%
|
|
|
7
|
Vise Technologies
New York
|
$15.8M
|
+$12.9M
|
+330,218
|
+200%
|
|
|
8
|
|
$13.4M
|
+$16.4M
|
+421,020
|
New
|
|
|
9
|
Millennium Management
New York
|
$11.7M
|
-$23.6M
|
-605,725
|
-62%
|
|
|
10
|
|
$11.1M
|
+$1.82M
|
+46,573
|
+15%
|
|
|
11
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$10.7M
|
–
|
–
|
–
|
|
|
12
|
Pine Ridge Advisers
New York
|
$10.7M
|
–
|
–
|
–
|
|
|
13
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$10.5M
|
+$1.04M
|
+26,789
|
+9%
|
|
|
14
|
Magnus Financial Group
New York
|
$10.3M
|
+$11.9M
|
+304,392
|
+1,616%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$10.1M
|
+$3.84M
|
+98,638
|
+45%
|
|
|
16
|
Clear Creek Financial Management
Silverdale,
Washington
|
$9.69M
|
+$2.15M
|
+55,195
|
+22%
|
|
|
17
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$9.55M
|
+$4.58M
|
+117,411
|
+64%
|
|
|
18
|
Refined Wealth Management
Salt Lake City,
Utah
|
$8.01M
|
+$220K
|
+5,651
|
+2%
|
|
|
19
|
Crumly & Associates
Springfield,
Illinois
|
$7.93M
|
-$279K
|
-7,157
|
-3%
|
|
|
20
|
Fielder Capital Group
Nashville,
Tennessee
|
$7.87M
|
+$1.65M
|
+42,373
|
+21%
|
|
|
21
|
|
$7.48M
|
-$8.61M
|
-220,922
|
-48%
|
|
|
22
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.39M
|
+$283K
|
+7,266
|
+3%
|
|
|
23
|
|
$5.9M
|
+$5.35M
|
+137,162
|
+285%
|
|
|
24
|
IMC Chicago
Chicago,
Illinois
|
$5.77M
|
-$1.57M
|
-40,374
|
-18%
|
|
|
25
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$5.54M
|
-$646K
|
-16,576
|
-9%
|
|
