|
1
|
|
$22.7M
|
+$3.42M
|
+122,504
|
+18%
|
|
|
2
|
Franklin Resources
San Mateo,
California
|
$21.8M
|
+$848K
|
+30,318
|
+4%
|
|
|
3
|
|
$3.65M
|
-$1.26M
|
-45,178
|
-26%
|
|
|
4
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.16M
|
-$32.9K
|
-1,178
|
-2%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$1.92M
|
-$528K
|
-18,890
|
-22%
|
|
|
6
|
Rockefeller Capital Management
New York
|
$1.71M
|
–
|
–
|
–
|
|
|
7
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.7M
|
-$203K
|
-7,246
|
-11%
|
|
|
8
|
Financial Engines Advisors
Santa Clara,
California
|
$1.14M
|
+$283K
|
+10,110
|
+33%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$1.12M
|
-$78.2K
|
-2,796
|
-7%
|
|
|
10
|
|
$629K
|
-$297K
|
-10,614
|
-33%
|
|
|
11
|
Coldstream Capital Management
Bellevue,
Washington
|
$607K
|
+$591K
|
+21,146
|
New
|
|
|
12
|
Flow Traders U.S.
New York
|
$555K
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$536K
|
+$4.53K
|
+162
|
+0.9%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$507K
|
+$242K
|
+8,644
|
+96%
|
|
|
15
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$460K
|
+$20.1K
|
+720
|
+5%
|
|
|
16
|
Bailard
Foster City,
California
|
$442K
|
-$19K
|
-680
|
-4%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$426K
|
+$415K
|
+14,832
|
New
|
|
|
18
|
Modera Wealth Management
Westwood,
New Jersey
|
$406K
|
-$110K
|
-3,944
|
-22%
|
|
|
19
|
Tortoise Investment Management
White Plains,
New York
|
$354K
|
+$4.03K
|
+144
|
+1%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$321K
|
–
|
–
|
–
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$292K
|
+$48.3K
|
+1,726
|
+20%
|
|
|
22
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$287K
|
+$280K
|
+10,002
|
New
|
|
|
23
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$216K
|
-$7.66K
|
-274
|
-4%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$216K
|
+$17.3K
|
+620
|
+9%
|
|
|
25
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$79.4K
|
+$1.84K
|
+66
|
+2%
|
|
