|
1
|
Bank of America
Charlotte,
North Carolina
|
$42.1M
|
+$6.56M
|
+54,739
|
+18%
|
|
|
2
|
Investure LLC
Charlottesville,
Virginia
|
$40M
|
+$11M
|
+92,000
|
+37%
|
|
|
3
|
|
$17.4M
|
+$1.53M
|
+12,810
|
+9%
|
|
|
4
|
|
$3.33M
|
+$690K
|
+5,758
|
+25%
|
|
|
5
|
|
$2.17M
|
-$3.96M
|
-33,034
|
-64%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.85M
|
+$863K
|
+7,206
|
+84%
|
|
|
7
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$1.78M
|
–
|
–
|
–
|
|
|
8
|
Dragon Financial & Investment Group
San Mateo,
California
|
$1.48M
|
-$83.6K
|
-698
|
-5%
|
|
|
9
|
CIBC Bank USA
Chicago,
Illinois
|
$1.24M
|
–
|
–
|
–
|
|
|
10
|
|
$1.22M
|
-$2.85M
|
-23,747
|
-69%
|
|
|
11
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.03M
|
–
|
–
|
–
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$941K
|
+$47K
|
+392
|
+5%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$842K
|
+$617K
|
+5,146
|
+250%
|
|
|
14
|
Ritholtz Wealth Management
New York
|
$790K
|
+$9.59K
|
+80
|
+1%
|
|
|
15
|
Gould Asset Management
Claremont,
California
|
$721K
|
-$59.9K
|
-500
|
-7%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$665K
|
-$1.47M
|
-12,239
|
-68%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$581K
|
+$80.3K
|
+670
|
+16%
|
|
|
18
|
Spinnaker Trust
Portland,
Maine
|
$518K
|
-$4.07K
|
-34
|
-0.8%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$464K
|
+$126K
|
+1,053
|
+36%
|
|
|
20
|
First Allied Advisory Services
San Diego,
California
|
$446K
|
+$96.1K
|
+802
|
+27%
|
|
|
21
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$410K
|
+$63.7K
|
+532
|
+18%
|
|
|
22
|
Merriman Wealth Management
Seattle,
Washington
|
$399K
|
+$409K
|
+3,416
|
New
|
|
|
23
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$326K
|
+$334K
|
+2,790
|
New
|
|
|
24
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$201K
|
–
|
–
|
–
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$199K
|
+$205K
|
+1,709
|
New
|
|
