|
1
|
|
$13M
|
-$3.6M
|
-103,435
|
-22%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$10.7M
|
+$5.43M
|
+155,802
|
+104%
|
|
|
3
|
|
$10.2M
|
+$102K
|
+2,915
|
+1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$5.14M
|
-$1.26M
|
-36,089
|
-20%
|
|
|
5
|
Marotta Asset Management
Charlottesville,
Virginia
|
$3.97M
|
-$541K
|
-15,525
|
-12%
|
|
|
6
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$3.45M
|
-$116K
|
-3,326
|
-3%
|
|
|
7
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$3.42M
|
-$303K
|
-8,709
|
-8%
|
|
|
8
|
Water Oak Advisors
Winter Park,
Florida
|
$2.35M
|
+$1.59M
|
+45,555
|
+208%
|
|
|
9
|
Zacks Investment Management
Chicago,
Illinois
|
$2.28M
|
+$937K
|
+26,899
|
+70%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$2.23M
|
-$46.9K
|
-1,347
|
-2%
|
|
|
11
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$2.15M
|
-$266K
|
-7,646
|
-11%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$2M
|
-$1.4M
|
-40,290
|
-41%
|
|
|
13
|
6 Meridian
Wichita,
Kansas
|
$1.94M
|
-$71.5K
|
-2,053
|
-4%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.72M
|
-$603K
|
-17,315
|
-26%
|
|
|
15
|
Millburn Ridgefield Corp
New York
|
$1.67M
|
-$409K
|
-11,732
|
-20%
|
|
|
16
|
Catalyst Capital Advisors
Huntington,
New York
|
$1.66M
|
-$413K
|
-11,860
|
-20%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.57M
|
+$1.55M
|
+44,625
|
+13,441%
|
|
|
18
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.26M
|
-$116K
|
-3,325
|
-8%
|
|
|
19
|
Millennium Management
New York
|
$1.22M
|
+$1.22M
|
+34,911
|
New
|
|
|
20
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.04M
|
-$294K
|
-8,445
|
-22%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$866K
|
-$83.6K
|
-2,401
|
-9%
|
|
|
22
|
HSBC Holdings
London,
United Kingdom
|
$815K
|
-$453
|
-13
|
-0.1%
|
|
|
23
|
Private Trust Company
Cleveland,
Ohio
|
$679K
|
-$6.27K
|
-180
|
-0.9%
|
|
|
24
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$623K
|
+$623K
|
+17,895
|
New
|
|
|
25
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$554K
|
-$20.9K
|
-600
|
-4%
|
|
