|
1
|
|
$24.3M
|
+$489K
|
+16,160
|
+2%
|
|
|
2
|
Franklin Resources
San Mateo,
California
|
$11M
|
-$11.9M
|
-394,604
|
-52%
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$3.53M
|
+$3.55M
|
+117,172
|
New
|
|
|
4
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.43M
|
+$157K
|
+5,174
|
+7%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$1.96M
|
-$52.3K
|
-1,729
|
-3%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$1.93M
|
+$706K
|
+23,326
|
+57%
|
|
|
7
|
Rockefeller Capital Management
New York
|
$1.79M
|
–
|
–
|
–
|
|
|
8
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.78M
|
-$8.65K
|
-286
|
-0.5%
|
|
|
9
|
|
$1.77M
|
-$2.08M
|
-68,599
|
-54%
|
|
|
10
|
|
$1.48M
|
+$1.48M
|
+49,020
|
New
|
|
|
11
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.42M
|
+$1.43M
|
+47,305
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$1.14M
|
-$35.4K
|
-1,169
|
-3%
|
|
|
13
|
Coldstream Capital Management
Bellevue,
Washington
|
$652K
|
+$15.6K
|
+516
|
+2%
|
|
|
14
|
Flow Traders U.S.
New York
|
$583K
|
–
|
–
|
–
|
|
|
15
|
LPL Financial
San Diego,
California
|
$575K
|
+$12.5K
|
+413
|
+2%
|
|
|
16
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$494K
|
+$11K
|
+365
|
+2%
|
|
|
17
|
Bailard
Foster City,
California
|
$464K
|
–
|
–
|
–
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$443K
|
-$3.63K
|
-120
|
-0.8%
|
|
|
19
|
Tortoise Investment Management
White Plains,
New York
|
$375K
|
+$3.48K
|
+115
|
+0.9%
|
|
|
20
|
Modera Wealth Management
Westwood,
New Jersey
|
$344K
|
-$82.6K
|
-2,730
|
-19%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$337K
|
–
|
–
|
–
|
|
|
22
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$305K
|
+$4.24K
|
+140
|
+1%
|
|
|
23
|
Harbour Investments
Madison,
Wisconsin
|
$290K
|
-$16.3K
|
-538
|
-5%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$265K
|
+$39.3K
|
+1,300
|
+17%
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$250K
|
+$24.2K
|
+799
|
+11%
|
|
