|
1
|
Clear Investment Research
Alpharetta,
Georgia
|
$6.88M
|
+$247K
|
+6,477
|
+4%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$6.64M
|
+$508K
|
+13,342
|
+8%
|
|
|
3
|
|
$5.88M
|
+$504K
|
+13,225
|
+9%
|
|
|
4
|
One Capital Management
Westlake Village,
California
|
$4.54M
|
+$217K
|
+5,692
|
+5%
|
|
|
5
|
|
$3.96M
|
+$1.1M
|
+28,786
|
+39%
|
|
|
6
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$3.94M
|
+$244K
|
+6,400
|
+7%
|
|
|
7
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$3.08M
|
-$56.9K
|
-1,494
|
-2%
|
|
|
8
|
Optimum Investment Advisors
Chicago,
Illinois
|
$2.52M
|
–
|
–
|
–
|
|
|
9
|
Lattice Strategies
Wayne,
Pennsylvania
|
$2.29M
|
-$11.4K
|
-300
|
-0.5%
|
|
|
10
|
Mosaic Financial Partners
San Francisco,
California
|
$2.22M
|
+$226K
|
+5,930
|
+11%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1.74M
|
-$1.71M
|
-45,020
|
-50%
|
|
|
12
|
Paracle Advisors
Mercer Island,
Washington
|
$1.61M
|
-$2.48M
|
-65,095
|
-61%
|
|
|
13
|
|
$1.56M
|
-$14.7M
|
-385,734
|
-90%
|
|
|
14
|
|
$1.34M
|
-$39.2K
|
-1,029
|
-3%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$958K
|
-$108K
|
-2,832
|
-10%
|
|
|
16
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$899K
|
+$152K
|
+3,980
|
+21%
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$811K
|
+$67.2K
|
+1,766
|
+9%
|
|
|
18
|
IndexIQ Advisors
New York
|
$795K
|
-$290K
|
-7,624
|
-27%
|
|
|
19
|
SEI Investments
Oaks,
Pennsylvania
|
$791K
|
+$772K
|
+20,266
|
+6,516%
|
|
|
20
|
Valmark Advisers
Akron,
Ohio
|
$776K
|
+$768K
|
+20,173
|
New
|
|
|
21
|
Bluefin Capital Management
New York
|
$651K
|
+$645K
|
+16,931
|
New
|
|
|
22
|
Whittier Trust
South Pasadena,
California
|
$623K
|
-$183K
|
-4,806
|
-23%
|
|
|
23
|
Flow Traders U.S.
New York
|
$607K
|
+$377K
|
+9,910
|
+169%
|
|
|
24
|
Arden Trust
Wilmington,
Delaware
|
$577K
|
-$12.3K
|
-323
|
-2%
|
|
|
25
|
Timber Hill
Greenwich,
Connecticut
|
$498K
|
+$493K
|
+12,953
|
New
|
|
