|
1
|
Howland Capital Management
Boston,
Massachusetts
|
$18.2M
|
-$5.58M
|
-93,483
|
-25%
|
|
|
2
|
GHP Investment Advisors
Denver,
Colorado
|
$11.3M
|
-$61.5K
|
-1,030
|
-0.6%
|
|
|
3
|
Berger Financial Group
Plymouth,
Minnesota
|
$7.83M
|
+$7.35M
|
+123,079
|
New
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$5.76M
|
+$3.49M
|
+58,482
|
+182%
|
|
|
5
|
|
$4.47M
|
-$980K
|
-16,415
|
-19%
|
|
|
6
|
Smith, Moore & Co
Clayton,
Missouri
|
$3.94M
|
-$72.5K
|
-1,214
|
-2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$3.73M
|
+$79.7K
|
+1,335
|
+2%
|
|
|
8
|
Tacita Capital
Toronto,
Ontario, Canada
|
$2.54M
|
+$2.38M
|
+39,880
|
New
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$2.49M
|
+$62K
|
+1,038
|
+3%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.65M
|
+$694K
|
+11,620
|
+81%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.23M
|
-$103K
|
-1,717
|
-8%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.07M
|
-$46.9K
|
-785
|
-4%
|
|
|
13
|
Cetera Advisors
Denver,
Colorado
|
$862K
|
-$28.9K
|
-484
|
-3%
|
|
|
14
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$809K
|
-$239K
|
-4,000
|
-24%
|
|
|
15
|
|
$801K
|
+$97.7K
|
+1,635
|
+15%
|
|
|
16
|
One Capital Management
Westlake Village,
California
|
$777K
|
-$5.97K
|
-100
|
-0.8%
|
|
|
17
|
Kestra Private Wealth Services
Austin,
Texas
|
$763K
|
+$713K
|
+11,934
|
New
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$743K
|
-$39.3K
|
-658
|
-5%
|
|
|
19
|
|
$689K
|
-$83.9K
|
-1,404
|
-11%
|
|
|
20
|
|
$636K
|
+$597K
|
+10,000
|
New
|
|
|
21
|
GW & Wade
Wellesley,
Massachusetts
|
$534K
|
–
|
–
|
–
|
|
|
22
|
Rockefeller Capital Management
New York
|
$483K
|
+$239
|
+4
|
+0.1%
|
|
|
23
|
Bank of New York Mellon
New York
|
$468K
|
+$439K
|
+7,356
|
New
|
|
|
24
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$466K
|
-$118K
|
-1,972
|
-21%
|
|
|
25
|
SignalPoint Asset Management
Springfield,
Missouri
|
$431K
|
-$239
|
-4
|
-0.1%
|
|
