|
1
|
UBS Group
Zurich,
Switzerland
|
$22.1M
|
+$21.2M
|
+799,668
|
New
|
|
|
2
|
Gradient Investments
Arden Hills,
Minnesota
|
$20.9M
|
+$1.9M
|
+71,730
|
+10%
|
|
|
3
|
3D Asset Management
Hartford,
Connecticut
|
$17.9M
|
-$7.11M
|
-267,855
|
-29%
|
|
|
4
|
|
$16.4M
|
+$3.91M
|
+147,543
|
+33%
|
|
|
5
|
SVA Wealth Management
Madison,
Wisconsin
|
$14M
|
+$264K
|
+9,948
|
+2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$13.3M
|
-$26.7K
|
-1,008
|
-0.2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$9.52M
|
+$1.74M
|
+65,421
|
+23%
|
|
|
8
|
Linscomb Wealth
Houston,
Texas
|
$9.42M
|
+$490K
|
+18,450
|
+6%
|
|
|
9
|
|
$7.27M
|
+$7M
|
+263,742
|
New
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.62M
|
-$226K
|
-8,499
|
-3%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$5.57M
|
-$182K
|
-6,849
|
-3%
|
|
|
12
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$5.36M
|
-$399K
|
-15,039
|
-7%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.31M
|
-$3.81M
|
-143,688
|
-54%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$3.16M
|
-$199K
|
-7,518
|
-6%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$2.94M
|
+$2.83M
|
+106,641
|
New
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$2.15M
|
+$178K
|
+6,711
|
+9%
|
|
|
17
|
Placemark Investments
Chicago,
Illinois
|
$1.77M
|
+$47.9K
|
+1,806
|
+3%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.72M
|
-$1.18M
|
-44,550
|
-42%
|
|
|
19
|
|
$1.35M
|
+$390K
|
+14,715
|
+43%
|
|
|
20
|
|
$1.1M
|
–
|
–
|
–
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$1.05M
|
+$521K
|
+19,647
|
+107%
|
|
|
22
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$1.03M
|
+$23.9K
|
+900
|
+2%
|
|
|
23
|
VSR Financial Services
Overland Park,
Kansas
|
$949K
|
+$571K
|
+21,519
|
+167%
|
|
|
24
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$875K
|
–
|
–
|
–
|
|
|
25
|
American International Group
New York
|
$843K
|
-$146K
|
-5,517
|
-15%
|
|
