|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$22.4M
|
+$21.5M
|
+485,390
|
New
|
|
|
2
|
Osborne Partners Capital Management
San Francisco,
California
|
$16.5M
|
+$15.8M
|
+357,282
|
New
|
|
|
3
|
|
$12M
|
-$393K
|
-8,893
|
-3%
|
|
|
4
|
|
$7.58M
|
+$7.26M
|
+164,174
|
New
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$7.31M
|
+$288K
|
+6,507
|
+4%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$6.58M
|
+$5.12M
|
+115,651
|
+429%
|
|
|
7
|
Hilltop Holdings
Dallas,
Texas
|
$5.98M
|
+$5.73M
|
+129,610
|
New
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$5.26M
|
-$4.09M
|
-92,443
|
-45%
|
|
|
9
|
Marotta Asset Management
Charlottesville,
Virginia
|
$4.92M
|
-$379K
|
-8,567
|
-8%
|
|
|
10
|
CX Institutional
Auburn,
Indiana
|
$4.84M
|
+$1.19M
|
+27,010
|
+35%
|
|
|
11
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$4.16M
|
-$303K
|
-6,854
|
-7%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.12M
|
+$3.61M
|
+81,614
|
+1,058%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$3.84M
|
+$241K
|
+5,450
|
+7%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.02M
|
+$708K
|
+16,002
|
+32%
|
|
|
15
|
Eaton Vance Management
Boston,
Massachusetts
|
$2.41M
|
-$299K
|
-6,768
|
-11%
|
|
|
16
|
6 Meridian
Wichita,
Kansas
|
$2.19M
|
-$334K
|
-7,547
|
-14%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$2.04M
|
-$3.87M
|
-87,376
|
-66%
|
|
|
18
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$2.02M
|
-$129K
|
-2,910
|
-6%
|
|
|
19
|
Trek Financial
Scottsdale,
Arizona
|
$1.88M
|
+$1.8M
|
+40,657
|
New
|
|
|
20
|
Atria Investments
Charlotte,
North Carolina
|
$1.74M
|
+$1.66M
|
+37,592
|
New
|
|
|
21
|
Millburn Ridgefield Corp
New York
|
$1.69M
|
-$92.5K
|
-2,091
|
-5%
|
|
|
22
|
Catalyst Capital Advisors
Huntington,
New York
|
$1.67M
|
-$90.5K
|
-2,046
|
-5%
|
|
|
23
|
|
$1.62M
|
+$1.55M
|
+35,081
|
New
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.47M
|
+$488K
|
+11,020
|
+53%
|
|
|
25
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.43M
|
-$5.57K
|
-126
|
-0.4%
|
|
