|
1
|
3D Asset Management
Hartford,
Connecticut
|
$37M
|
+$115K
|
+4,311
|
+0.3%
|
|
|
2
|
|
$21.9M
|
+$12.7M
|
+476,628
|
+149%
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
$17M
|
+$1.9M
|
+71,088
|
+13%
|
|
|
4
|
|
$16.4M
|
-$1.2M
|
-44,844
|
-7%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$14.8M
|
-$961K
|
-35,955
|
-6%
|
|
|
6
|
SVA Wealth Management
Madison,
Wisconsin
|
$13.3M
|
+$1.15M
|
+43,014
|
+10%
|
|
|
7
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$9.42M
|
-$520K
|
-19,455
|
-5%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$9.25M
|
+$4.4M
|
+164,814
|
+96%
|
|
|
9
|
Linscomb Wealth
Houston,
Texas
|
$8.39M
|
+$2.95M
|
+110,523
|
+57%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.21M
|
+$364K
|
+13,617
|
+5%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.21M
|
+$178K
|
+6,660
|
+3%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$6.8M
|
-$13.4M
|
-502,779
|
-67%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$6.04M
|
+$71.9K
|
+2,691
|
+1%
|
|
|
14
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$5.49M
|
-$100K
|
-3,744
|
-2%
|
|
|
15
|
|
$3.5M
|
-$1.27M
|
-47,496
|
-27%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$3.49M
|
-$263K
|
-9,849
|
-7%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$2.01M
|
+$1.04K
|
+39
|
+0.1%
|
|
|
18
|
SG Americas Securities
New York
|
$1.9M
|
+$289K
|
+10,815
|
+19%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.59M
|
-$148K
|
-5,541
|
-9%
|
|
|
20
|
Placemark Investments
Chicago,
Illinois
|
$1.59M
|
+$23K
|
+861
|
+2%
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.2M
|
–
|
–
|
–
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.14M
|
+$222K
|
+8,322
|
+25%
|
|
|
23
|
|
$1.1M
|
-$513K
|
-19,191
|
-32%
|
|
|
24
|
|
$1.1M
|
-$15.6K
|
-582
|
-1%
|
|
|
25
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$1.03M
|
–
|
–
|
–
|
|
