|
1
|
|
$29.5M
|
+$2.17M
|
+33,047
|
+8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$20.9M
|
+$12.3M
|
+187,052
|
+145%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$17.4M
|
+$7.61M
|
+115,922
|
+79%
|
|
|
4
|
|
$16.8M
|
+$6.76M
|
+102,885
|
+68%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10.3M
|
+$1.07M
|
+16,264
|
+12%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$7.27M
|
+$7.2M
|
+109,649
|
New
|
|
|
7
|
|
$6.72M
|
+$3.54M
|
+53,928
|
+113%
|
|
|
8
|
Private Ocean
San Rafael,
California
|
$4.05M
|
+$871K
|
+13,262
|
+28%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.98M
|
+$3.95M
|
+60,099
|
New
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$3.56M
|
+$2.8M
|
+42,640
|
+386%
|
|
|
11
|
SEI Investments
Oaks,
Pennsylvania
|
$3.25M
|
+$373K
|
+5,684
|
+13%
|
|
|
12
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.02M
|
+$587K
|
+8,936
|
+24%
|
|
|
13
|
Windsor Capital Management
Phoenix,
Arizona
|
$2.64M
|
+$770K
|
+11,733
|
+42%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.67M
|
+$134K
|
+2,036
|
+9%
|
|
|
15
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$1.6M
|
+$1.58M
|
+24,109
|
New
|
|
|
16
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$1.56M
|
+$65.7K
|
+1,000
|
+4%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$1.55M
|
+$915K
|
+13,927
|
+147%
|
|
|
18
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.48M
|
-$1.21M
|
-18,452
|
-45%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.48M
|
-$42.6K
|
-649
|
-3%
|
|
|
20
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.45M
|
-$14.3K
|
-218
|
-1%
|
|
|
21
|
|
$1.37M
|
+$351K
|
+5,350
|
+35%
|
|
|
22
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1.35M
|
+$119K
|
+1,806
|
+9%
|
|
|
23
|
|
$1.23M
|
-$3.07M
|
-46,705
|
-72%
|
|
|
24
|
Retirement Capital Strategies
San Jose,
California
|
$1.23M
|
+$794K
|
+12,094
|
+187%
|
|
|
25
|
C-J Advisory
San Jose,
California
|
$1.16M
|
+$345K
|
+5,253
|
+43%
|
|
