|
1
|
Gradient Investments
Arden Hills,
Minnesota
|
$9.77M
|
+$226K
|
+13,035
|
+2%
|
|
|
2
|
|
$4.2M
|
+$905K
|
+52,225
|
+26%
|
|
|
3
|
|
$2.61M
|
-$484K
|
-27,918
|
-15%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.97M
|
+$2.03M
|
+117,260
|
New
|
|
|
5
|
3D Asset Management
Hartford,
Connecticut
|
$1.38M
|
+$15.3K
|
+885
|
+1%
|
|
|
6
|
|
$573K
|
-$16.3K
|
-939
|
-3%
|
|
|
7
|
Evanson Asset Management
Carmel,
California
|
$330K
|
–
|
–
|
–
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$303K
|
-$583K
|
-33,653
|
-65%
|
|
|
9
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$245K
|
–
|
–
|
–
|
|
|
10
|
LPL Financial
San Diego,
California
|
$244K
|
-$61.6K
|
-3,555
|
-20%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$174K
|
-$22.8K
|
-1,318
|
-11%
|
|
|
12
|
BBVA USA Bancshares
Houston,
Texas
|
$170K
|
-$8.15K
|
-470
|
-4%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$162K
|
-$15.2K
|
-878
|
-8%
|
|
|
14
|
IndexIQ Advisors
New York
|
$81K
|
+$83.3K
|
+4,805
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$69K
|
+$22.5K
|
+1,300
|
+46%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$40K
|
–
|
–
|
–
|
|
|
17
|
|
$36K
|
–
|
–
|
–
|
|
|
18
|
SEI Investments
Oaks,
Pennsylvania
|
$18K
|
–
|
–
|
–
|
|
|
19
|
First Interstate Bank
Billings,
Montana
|
$17K
|
+$17.3K
|
+1,000
|
New
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12K
|
–
|
–
|
–
|
|
|
21
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$8K
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$6K
|
+$17
|
+1
|
+0.3%
|
|
|
23
|
Westport Resources Management
Westport,
Connecticut
|
$4K
|
–
|
–
|
–
|
|
|
24
|
Tower Research Capital (TRC)
New York
|
$2K
|
+$1.73K
|
+100
|
New
|
|
|
25
|
Mosaic Financial Partners
San Francisco,
California
|
–
|
-$1.04M
|
-57,127
|
Closed
|
|
