|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$26.9M
|
+$4.03M
|
+52,246
|
+19%
|
|
|
2
|
|
$21.5M
|
+$4.23M
|
+54,813
|
+26%
|
|
|
3
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$19.7M
|
-$1.93M
|
-24,974
|
-9%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.2M
|
+$220K
|
+2,858
|
+2%
|
|
|
5
|
Vontobel Holding
Zurich,
Switzerland
|
$6.57M
|
+$75.2K
|
+976
|
+1%
|
|
|
6
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$6.09M
|
+$50.3K
|
+652
|
+0.9%
|
|
|
7
|
Schoolcraft Capital
Boulder,
Colorado
|
$5.51M
|
-$253K
|
-3,281
|
-5%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$4.02M
|
+$1.88M
|
+24,361
|
+95%
|
|
|
9
|
Schwerin Boyle Capital Management
Springfield,
Massachusetts
|
$3.15M
|
+$3.01M
|
+39,000
|
New
|
|
|
10
|
|
$2.14M
|
-$641K
|
-8,317
|
-24%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$2.13M
|
-$33K
|
-428
|
-2%
|
|
|
12
|
NKCFO LLC
Geneva,
Illinois
|
$1.98M
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.48M
|
-$267K
|
-3,458
|
-16%
|
|
|
14
|
CSS LLC
Chicago,
Illinois
|
$1.45M
|
+$463K
|
+6,000
|
+50%
|
|
|
15
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.4M
|
–
|
–
|
–
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$1.36M
|
-$83.2K
|
-1,079
|
-6%
|
|
|
17
|
3EDGE Asset Management
Naples,
Florida
|
$1.27M
|
+$5.24K
|
+68
|
+0.4%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$860K
|
+$2.54K
|
+33
|
+0.3%
|
|
|
19
|
Bay Colony Advisors
Concord,
Massachusetts
|
$610K
|
+$50.1K
|
+650
|
+9%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$529K
|
-$297K
|
-3,859
|
-37%
|
|
|
21
|
Cornerstone Capital
Palo Alto,
California
|
$521K
|
–
|
–
|
–
|
|
|
22
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$441K
|
-$5.78K
|
-75
|
-1%
|
|
|
23
|
Atomi Financial Group
New York
|
$315K
|
+$301K
|
+3,903
|
New
|
|
|
24
|
Core Wealth Partners
Santa Rosa,
California
|
$282K
|
–
|
–
|
–
|
|
|
25
|
Meitav Investment House
Bene-Beraq,
Israel
|
$256K
|
–
|
–
|
–
|
|
