|
1
|
Bank of America
Charlotte,
North Carolina
|
$52.8M
|
+$4.24M
|
+35,849
|
+9%
|
|
|
2
|
Investure LLC
Charlottesville,
Virginia
|
$38.8M
|
-$2.73M
|
-23,100
|
-7%
|
|
|
3
|
|
$18M
|
-$994K
|
-8,400
|
-5%
|
|
|
4
|
|
$4.85M
|
+$974K
|
+8,235
|
+26%
|
|
|
5
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.6M
|
+$3.55M
|
+29,994
|
New
|
|
|
6
|
|
$2.51M
|
+$225K
|
+1,903
|
+10%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$2.31M
|
+$260K
|
+2,196
|
+13%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$1.87M
|
+$1.85M
|
+15,619
|
New
|
|
|
9
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$1.83M
|
–
|
–
|
–
|
|
|
10
|
Rational Advisors
Huntington,
New York
|
$1.51M
|
+$1.49M
|
+12,600
|
New
|
|
|
11
|
Tuttle Capital Management
Riverside,
Connecticut
|
$1.51M
|
+$1.49M
|
+12,600
|
New
|
|
|
12
|
Dragon Financial & Investment Group
San Mateo,
California
|
$1.4M
|
-$978K
|
-8,269
|
-41%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$1.38M
|
-$25.7K
|
-217
|
-2%
|
|
|
14
|
|
$1.31M
|
+$56K
|
+473
|
+5%
|
|
|
15
|
CIBC Bank USA
Chicago,
Illinois
|
$1.28M
|
–
|
–
|
–
|
|
|
16
|
Credit Suisse
Zurich,
Switzerland
|
$1.06M
|
+$1.04M
|
+8,817
|
New
|
|
|
17
|
LPL Financial
San Diego,
California
|
$954K
|
+$98.1K
|
+829
|
+12%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$940K
|
+$92.2K
|
+779
|
+11%
|
|
|
19
|
Gould Asset Management
Claremont,
California
|
$916K
|
+$112K
|
+945
|
+14%
|
|
|
20
|
Ritholtz Wealth Management
New York
|
$903K
|
-$2.96K
|
-25
|
-0.3%
|
|
|
21
|
Spinnaker Trust
Portland,
Maine
|
$565K
|
+$16.4K
|
+139
|
+3%
|
|
|
22
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$548K
|
-$155K
|
-1,310
|
-22%
|
|
|
23
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$476K
|
+$51.1K
|
+432
|
+12%
|
|
|
24
|
Merriman Wealth Management
Seattle,
Washington
|
$410K
|
–
|
–
|
–
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$284K
|
+$61.6K
|
+521
|
+28%
|
|
