|
1
|
Evergreen Capital Management
Bellevue,
Washington
|
$19.1M
|
+$352K
|
+64,943
|
+2%
|
|
|
2
|
|
$16.7M
|
+$973K
|
+179,607
|
+6%
|
|
|
3
|
Pathstone Holdings
Englewood,
New Jersey
|
$12.1M
|
-$7.68M
|
-1,417,803
|
-39%
|
|
|
4
|
Beacon Pointe Advisors
Newport Beach,
California
|
$11.8M
|
+$568K
|
+104,818
|
+5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$9.84M
|
+$661
|
+122
|
+0%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$7.74M
|
-$939K
|
-173,428
|
-11%
|
|
|
7
|
|
$6.55M
|
+$59K
|
+10,893
|
+0.9%
|
|
|
8
|
Alexander Randolph Advisory
Mclean,
Virginia
|
$6.23M
|
-$1.48M
|
-273,303
|
-19%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$3.72M
|
-$56K
|
-10,336
|
-1%
|
|
|
10
|
Rareview Capital
Las Vegas,
Nevada
|
$3.67M
|
+$372K
|
+68,628
|
+11%
|
|
|
11
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$2.79M
|
+$525K
|
+96,967
|
+23%
|
|
|
12
|
Rockefeller Capital Management
New York
|
$2.54M
|
+$3.89K
|
+718
|
+0.2%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$1.28M
|
-$185K
|
-34,084
|
-13%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.26M
|
+$382K
|
+70,578
|
+44%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$1.23M
|
+$101K
|
+18,707
|
+9%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$1.14M
|
-$25.5K
|
-4,715
|
-2%
|
|
|
17
|
&Partners
Nashville,
Tennessee
|
$1.07M
|
+$1.07M
|
+196,977
|
New
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$991K
|
+$568K
|
+104,925
|
+135%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$986K
|
+$15.9K
|
+2,936
|
+2%
|
|
|
20
|
Bramshill Investments
Naples,
Florida
|
$766K
|
+$5.29K
|
+977
|
+0.7%
|
|
|
21
|
Kaizen Financial Strategies
Campbell,
California
|
$630K
|
–
|
–
|
–
|
|
|
22
|
|
$612K
|
-$568K
|
-104,906
|
-48%
|
|
|
23
|
Kestra Private Wealth Services
Austin,
Texas
|
$458K
|
+$22.4K
|
+4,139
|
+5%
|
|
|
24
|
Millennium Management
New York
|
$437K
|
-$301K
|
-55,520
|
-41%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$432K
|
-$60.7K
|
-11,214
|
-12%
|
|
