|
1
|
Gradient Investments
Arden Hills,
Minnesota
|
$9.57M
|
+$9.64M
|
+526,238
|
New
|
|
|
2
|
|
$4.38M
|
+$581K
|
+31,706
|
+15%
|
|
|
3
|
|
$2.87M
|
-$253K
|
-13,803
|
-8%
|
|
|
4
|
IndexIQ Advisors
New York
|
$1.56M
|
+$32.5K
|
+1,775
|
+2%
|
|
|
5
|
Mosaic Financial Partners
San Francisco,
California
|
$1.54M
|
-$2.74M
|
-149,542
|
-64%
|
|
|
6
|
3D Asset Management
Hartford,
Connecticut
|
$1.46M
|
+$185K
|
+10,121
|
+14%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$911K
|
-$861K
|
-46,996
|
-48%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$765K
|
+$770K
|
+42,043
|
New
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$763K
|
-$118K
|
-6,468
|
-13%
|
|
|
10
|
|
$738K
|
-$2.07M
|
-112,780
|
-74%
|
|
|
11
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$589K
|
-$35.7K
|
-1,950
|
-6%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$270K
|
-$16.6K
|
-906
|
-6%
|
|
|
13
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$265K
|
-$15.2K
|
-832
|
-5%
|
|
|
14
|
Evanson Asset Management
Carmel,
California
|
$258K
|
+$259K
|
+14,158
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$257K
|
+$26.1K
|
+1,425
|
+11%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$242K
|
+$5.83K
|
+318
|
+2%
|
|
|
17
|
BBVA USA Bancshares
Houston,
Texas
|
$196K
|
-$17.7K
|
-965
|
-8%
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$43K
|
–
|
–
|
–
|
|
|
19
|
|
$34K
|
–
|
–
|
–
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$28K
|
–
|
–
|
–
|
|
|
21
|
SEI Investments
Oaks,
Pennsylvania
|
$20K
|
+$19.8K
|
+1,080
|
New
|
|
|
22
|
Evercore Wealth Management
New York
|
$18K
|
+$18.3K
|
+1,000
|
New
|
|
|
23
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$9K
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$6K
|
-$149K
|
-8,141
|
-96%
|
|
|
25
|
Westport Resources Management
Westport,
Connecticut
|
$5K
|
–
|
–
|
–
|
|
