|
1
|
Horizon Investments
Charlotte,
North Carolina
|
$17.9M
|
+$18.4M
|
+760,860
|
New
|
|
|
2
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$12.8M
|
+$13.2M
|
+543,176
|
New
|
|
|
3
|
|
$8.24M
|
+$4.28M
|
+176,937
|
+103%
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.24M
|
+$845K
|
+34,899
|
+11%
|
|
|
5
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$7.64M
|
-$19.7K
|
-815
|
-0.3%
|
|
|
6
|
|
$7.57M
|
+$646K
|
+26,697
|
+9%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.06M
|
+$6.83M
|
+282,145
|
+1,634%
|
|
|
8
|
Spinnaker Trust
Portland,
Maine
|
$7.01M
|
+$119K
|
+4,928
|
+2%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.66M
|
+$469K
|
+19,354
|
+7%
|
|
|
10
|
|
$6.34M
|
+$349K
|
+14,432
|
+6%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$5.31M
|
-$2.38M
|
-98,439
|
-30%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$5.04M
|
+$5.17M
|
+213,418
|
New
|
|
|
13
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$3.96M
|
-$1.04M
|
-42,887
|
-20%
|
|
|
14
|
Gateway Advisory
Westfield,
New Jersey
|
$3.25M
|
+$128K
|
+5,301
|
+4%
|
|
|
15
|
Manifold Partners
San Francisco,
California
|
$3.17M
|
+$802K
|
+33,120
|
+33%
|
|
|
16
|
Bouchey Financial Group
Troy,
New York
|
$3.01M
|
+$315K
|
+13,001
|
+11%
|
|
|
17
|
Azimuth Capital Management
Bloomfield Hills,
Michigan
|
$2.17M
|
-$826K
|
-34,110
|
-27%
|
|
|
18
|
Founders Financial Securities
Towson,
Maryland
|
$1.97M
|
+$2.02M
|
+83,485
|
New
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$1.82M
|
+$1.8M
|
+74,400
|
+2,825%
|
|
|
20
|
Lombard Odier & Cie (Canada)
Montreal,
Quebec, Canada
|
$1.62M
|
+$1.66M
|
+68,500
|
New
|
|
|
21
|
Virtu KCG Holdings
New York
|
$1.57M
|
+$339K
|
+13,992
|
+27%
|
|
|
22
|
SG Americas Securities
New York
|
$1.44M
|
-$10.2M
|
-421,521
|
-87%
|
|
|
23
|
Main Management
San Francisco,
California
|
$1.42M
|
-$301K
|
-12,426
|
-17%
|
|
|
24
|
BHF Kleinwort Benson Group
Brussels,
Belgium
|
$1.39M
|
–
|
–
|
–
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$1.34M
|
+$942K
|
+38,920
|
+216%
|
|
