|
1
|
|
$8.47M
|
+$1.16M
|
+56,228
|
+15%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$6.05M
|
+$4.2M
|
+204,165
|
+213%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$3.66M
|
+$2.82M
|
+137,048
|
+307%
|
|
|
4
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.48M
|
+$2.53M
|
+122,813
|
New
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$2.14M
|
+$63.5K
|
+3,086
|
+3%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.94M
|
-$29K
|
-1,412
|
-1%
|
|
|
7
|
First Command Bank
Fort Worth,
Texas
|
$1.66M
|
+$1.7M
|
+82,494
|
New
|
|
|
8
|
First Command Financial Services
Fort Worth,
Texas
|
$1.66M
|
+$1.7M
|
+82,494
|
New
|
|
|
9
|
|
$1.51M
|
-$1.94M
|
-94,229
|
-56%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.14M
|
+$209K
|
+10,170
|
+22%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$1.13M
|
+$286K
|
+13,924
|
+33%
|
|
|
12
|
Mirador Capital Partners
Pleasanton,
California
|
$823K
|
+$840K
|
+40,845
|
New
|
|
|
13
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$538K
|
+$49K
|
+2,382
|
+10%
|
|
|
14
|
Asset Dedication LLC
San Francisco,
California
|
$523K
|
+$467K
|
+22,704
|
+710%
|
|
|
15
|
Virtu KCG Holdings
New York
|
$424K
|
+$433K
|
+21,052
|
New
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$263K
|
+$268K
|
+13,034
|
New
|
|
|
17
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$252K
|
+$257K
|
+12,499
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$150K
|
-$263K
|
-12,763
|
-63%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$59K
|
+$60.3K
|
+2,934
|
New
|
|
|
20
|
Trust Company
Manhattan,
Kansas
|
$56K
|
-$20K
|
-971
|
-26%
|
|
|
21
|
Global Retirement Partners
San Rafael,
California
|
$17K
|
+$16.9K
|
+823
|
New
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4K
|
+$3.91K
|
+190
|
New
|
|
|
23
|
Next Financial Group
Houston,
Texas
|
$3K
|
+$3.5K
|
+170
|
New
|
|
|
24
|
3D Asset Management
Hartford,
Connecticut
|
–
|
-$331K
|
-15,591
|
Closed
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$276K
|
-12,980
|
Closed
|
|
