|
1
|
Wells Fargo
San Francisco,
California
|
$13.8M
|
+$3.95M
|
+93,908
|
+41%
|
|
|
2
|
WESCAP Management Group
Glendale,
California
|
$6.93M
|
-$206K
|
-4,885
|
-3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$5.58M
|
+$9.26K
|
+220
|
+0.2%
|
|
|
4
|
|
$5.51M
|
-$309K
|
-7,333
|
-5%
|
|
|
5
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$5.06M
|
+$37.9K
|
+900
|
+0.8%
|
|
|
6
|
Brinker Capital
Berwyn,
Pennsylvania
|
$3.48M
|
-$31.9K
|
-759
|
-0.9%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.17M
|
–
|
–
|
–
|
|
|
8
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$2.52M
|
-$23.3K
|
-554
|
-0.9%
|
|
|
9
|
Rezny Wealth Management
Fort Myers,
Florida
|
$2.3M
|
-$65.5K
|
-1,556
|
-3%
|
|
|
10
|
|
$2.19M
|
-$4.21K
|
-100
|
-0.2%
|
|
|
11
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.97M
|
-$180K
|
-4,288
|
-9%
|
|
|
12
|
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
$1.94M
|
-$135K
|
-3,198
|
-7%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$1.78M
|
-$313K
|
-7,445
|
-15%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$1.72M
|
+$328K
|
+7,800
|
+24%
|
|
|
15
|
Occidental Asset Management
Burlingame,
California
|
$1.67M
|
-$9.09K
|
-216
|
-0.6%
|
|
|
16
|
Phocas Financial Corp
Alameda,
California
|
$1.47M
|
-$1.43M
|
-33,881
|
Closed
|
|
|
17
|
New York Life Investment Management
New York
|
$1.45M
|
-$676K
|
-16,058
|
-32%
|
|
|
18
|
Cornerstone Capital Management Holdings
New York
|
$1.45M
|
-$676K
|
-16,058
|
-32%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.39M
|
-$1.76M
|
-41,709
|
-56%
|
|
|
20
|
Peak Asset Management
Louisville,
Colorado
|
$1.37M
|
-$189K
|
-4,502
|
-12%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.22M
|
-$826K
|
-19,632
|
-41%
|
|
|
22
|
Concert Wealth Management
San Jose,
California
|
$1.19M
|
-$4.75K
|
-113
|
-0.4%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.11M
|
-$1.59M
|
-37,706
|
-59%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$1.09M
|
-$63.8K
|
-1,517
|
-6%
|
|
|
25
|
Advisory Research
Chicago,
Illinois
|
$797K
|
–
|
–
|
–
|
|
