|
1
|
|
$64M
|
-$8.94M
|
-182,240
|
-12%
|
|
|
2
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$28M
|
+$571K
|
+11,633
|
+2%
|
|
|
3
|
Weatherly Asset Management
Del Mar,
California
|
$23.8M
|
-$108K
|
-2,199
|
-0.5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$22.5M
|
-$517K
|
-10,536
|
-2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$14.9M
|
-$1.02M
|
-20,776
|
-6%
|
|
|
6
|
|
$12.5M
|
+$3.32M
|
+67,764
|
+37%
|
|
|
7
|
Prism Advisors
Studio City,
California
|
$12.5M
|
-$282K
|
-5,753
|
-2%
|
|
|
8
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$11.3M
|
-$2.97M
|
-60,494
|
-21%
|
|
|
9
|
Money Design
Tokyo,
Japan
|
$10.9M
|
+$939K
|
+19,148
|
+10%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$10.9M
|
+$4.79M
|
+97,600
|
+81%
|
|
|
11
|
Polianta Ltd
St Helier,
Jersey
|
$10.8M
|
–
|
–
|
–
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.02M
|
+$227K
|
+4,624
|
+3%
|
|
|
13
|
Cetera Advisor Networks
El Segundo,
California
|
$7.31M
|
-$23.6K
|
-482
|
-0.3%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.52M
|
+$89.9K
|
+1,833
|
+2%
|
|
|
15
|
Colorado Capital Management
Boulder,
Colorado
|
$5.36M
|
-$411K
|
-8,369
|
-7%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$4.98M
|
-$136K
|
-2,768
|
-3%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$4.82M
|
+$80.4K
|
+1,638
|
+2%
|
|
|
18
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$4.8M
|
+$83.7K
|
+1,705
|
+2%
|
|
|
19
|
Fiduciary Trust
Boston,
Massachusetts
|
$4.32M
|
-$196K
|
-4,000
|
-4%
|
|
|
20
|
Cetera Advisors
Denver,
Colorado
|
$4.11M
|
+$53.9K
|
+1,098
|
+1%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.7M
|
-$1.13M
|
-22,959
|
-24%
|
|
|
22
|
Addison Advisors
Middlebury,
Vermont
|
$3.44M
|
+$63.1K
|
+1,286
|
+2%
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$3.29M
|
-$121K
|
-2,474
|
-4%
|
|
|
24
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$3.24M
|
+$69.2K
|
+1,411
|
+2%
|
|
|
25
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$3.24M
|
+$2.51M
|
+51,212
|
+374%
|
|
