|
1
|
Gradient Investments
Arden Hills,
Minnesota
|
$10.3M
|
+$786K
|
+42,516
|
+8%
|
|
|
2
|
|
$3.6M
|
-$798K
|
-43,119
|
-18%
|
|
|
3
|
|
$3.33M
|
+$474K
|
+25,604
|
+16%
|
|
|
4
|
3D Asset Management
Hartford,
Connecticut
|
$1.48M
|
+$26.6K
|
+1,438
|
+2%
|
|
|
5
|
Mosaic Financial Partners
San Francisco,
California
|
$1.04M
|
-$514K
|
-27,815
|
-33%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$940K
|
+$29.1K
|
+1,574
|
+3%
|
|
|
7
|
|
$637K
|
-$103K
|
-5,549
|
-14%
|
|
|
8
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$386K
|
-$204K
|
-11,009
|
-34%
|
|
|
9
|
Evanson Asset Management
Carmel,
California
|
$357K
|
+$102K
|
+5,500
|
+39%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$324K
|
+$57.1K
|
+3,088
|
+21%
|
|
|
11
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$265K
|
–
|
–
|
–
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$212K
|
-$29.8K
|
-1,610
|
-12%
|
|
|
13
|
BBVA USA Bancshares
Houston,
Texas
|
$192K
|
-$3.72K
|
-201
|
-2%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$191K
|
-$581K
|
-31,396
|
-75%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$51K
|
-$210K
|
-11,328
|
-80%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$43K
|
–
|
–
|
–
|
|
|
17
|
|
$39K
|
+$5.01K
|
+271
|
+14%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$28K
|
–
|
–
|
–
|
|
|
19
|
SEI Investments
Oaks,
Pennsylvania
|
$20K
|
–
|
–
|
–
|
|
|
20
|
Evercore Wealth Management
New York
|
$18K
|
–
|
–
|
–
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13K
|
+$12.9K
|
+700
|
New
|
|
|
22
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$9K
|
–
|
–
|
–
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$6K
|
-$18
|
-1
|
-0.3%
|
|
|
24
|
Westport Resources Management
Westport,
Connecticut
|
$5K
|
–
|
–
|
–
|
|
|
25
|
WFG Advisors
Dallas,
Texas
|
$5K
|
–
|
–
|
–
|
|
