|
1
|
|
$198M
|
+$23.8M
|
+365,283
|
+15%
|
|
|
2
|
Osborne Partners Capital Management
San Francisco,
California
|
$27.6M
|
-$63.5K
|
-973
|
-0.2%
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$13.2M
|
+$1.58M
|
+24,220
|
+15%
|
|
|
4
|
|
$11.6M
|
-$276K
|
-4,228
|
-3%
|
|
|
5
|
Marotta Asset Management
Charlottesville,
Virginia
|
$11.2M
|
-$189K
|
-2,894
|
-2%
|
|
|
6
|
|
$9.68M
|
+$4.35M
|
+66,652
|
+94%
|
|
|
7
|
Flow Traders U.S.
New York
|
$9.3M
|
+$8.63M
|
+132,261
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$5.28M
|
-$163K
|
-2,495
|
-3%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$4.19M
|
-$73.4K
|
-1,125
|
-2%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$4M
|
-$200K
|
-3,072
|
-5%
|
|
|
11
|
|
$3.56M
|
+$3.3M
|
+50,555
|
New
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$3.52M
|
+$55.2K
|
+846
|
+2%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.24M
|
-$644K
|
-9,866
|
-18%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$2.63M
|
+$25.6K
|
+393
|
+1%
|
|
|
15
|
Zacks Investment Management
Chicago,
Illinois
|
$2.55M
|
+$96.1K
|
+1,474
|
+4%
|
|
|
16
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.94M
|
+$1.8M
|
+27,597
|
New
|
|
|
17
|
Idaho Trust Bank
Boise,
Idaho
|
$1.83M
|
+$40.3K
|
+618
|
+2%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$1.76M
|
-$138K
|
-2,110
|
-8%
|
|
|
19
|
Vertex Investment Solutions
Chiyoda-Ku,
|
$1.76M
|
+$1.17M
|
+18,000
|
+247%
|
|
|
20
|
Hilltop Holdings
Dallas,
Texas
|
$1.73M
|
+$1.61M
|
+24,645
|
New
|
|
|
21
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$1.34M
|
+$1.25M
|
+19,116
|
New
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$1.3M
|
+$111K
|
+1,698
|
+10%
|
|
|
23
|
Innealta Capital
Austin,
Texas
|
$1.29M
|
–
|
–
|
–
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.27M
|
+$6.39K
|
+98
|
+0.5%
|
|
|
25
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$1M
|
-$47K
|
-720
|
-5%
|
|
