|
1
|
Tower Research Capital (TRC)
New York
|
$1.6M
|
+$1.52M
|
+60,586
|
+598%
|
|
|
2
|
Bailard
Foster City,
California
|
$1.08M
|
+$1.2M
|
+47,666
|
New
|
|
|
3
|
|
$890K
|
+$988K
|
+39,273
|
New
|
|
|
4
|
|
$680K
|
-$2.39M
|
-95,000
|
-76%
|
|
|
5
|
Accredited Investors
Edina,
Minnesota
|
$401K
|
+$32.3K
|
+1,285
|
+8%
|
|
|
6
|
Trillium Asset Management
Boston,
Massachusetts
|
$374K
|
+$415K
|
+16,500
|
New
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$373K
|
+$198K
|
+7,887
|
+92%
|
|
|
8
|
Retirement Capital Strategies
San Jose,
California
|
$361K
|
+$208K
|
+8,281
|
+108%
|
|
|
9
|
Brinker Capital
Berwyn,
Pennsylvania
|
$355K
|
+$394K
|
+15,645
|
New
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$279K
|
+$310K
|
+12,332
|
New
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$255K
|
+$62K
|
+2,463
|
+28%
|
|
|
12
|
Personal Capital Advisors
Redwood City,
California
|
$247K
|
+$1.38K
|
+55
|
+0.5%
|
|
|
13
|
Gradient Investments
Arden Hills,
Minnesota
|
$150K
|
+$167K
|
+6,627
|
New
|
|
|
14
|
Main Management
San Francisco,
California
|
$136K
|
+$151K
|
+6,000
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$96K
|
+$79.9K
|
+3,174
|
+289%
|
|
|
16
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$64K
|
+$71.1K
|
+2,827
|
New
|
|
|
17
|
Asset Dedication LLC
San Francisco,
California
|
$49K
|
+$38.9K
|
+1,545
|
+270%
|
|
|
18
|
Litman Gregory Wealth Management
Larkspur,
California
|
$24K
|
+$26.6K
|
+1,057
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$17K
|
+$19K
|
+754
|
New
|
|
|
20
|
Tarbox Family Office
Newport Beach,
California
|
$17K
|
+$19.4K
|
+770
|
New
|
|
|
21
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$15K
|
+$16.9K
|
+671
|
New
|
|
|
22
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$7K
|
+$7.57K
|
+301
|
New
|
|
|
23
|
Chesley Taft & Associates
Chicago,
Illinois
|
–
|
-$479K
|
-17,000
|
Closed
|
|
|
24
|
Elm Advisors
Burlingame,
California
|
–
|
-$51K
|
-1,820
|
Closed
|
|
