|
1
|
|
$26.7M
|
-$4.88M
|
-56,932
|
-16%
|
|
|
2
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$6.88M
|
+$6.63M
|
+77,320
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$6.78M
|
-$964K
|
-11,242
|
-13%
|
|
|
4
|
|
$6.51M
|
+$6.28M
|
+73,233
|
New
|
|
|
5
|
|
$3.82M
|
+$581K
|
+6,770
|
+19%
|
|
|
6
|
InterOcean Capital
Chicago,
Illinois
|
$3.28M
|
+$195K
|
+2,279
|
+7%
|
|
|
7
|
Segment Wealth Management
Houston,
Texas
|
$2.66M
|
+$2.56M
|
+29,865
|
New
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$2.51M
|
+$57.4K
|
+669
|
+2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$2.49M
|
-$109K
|
-1,269
|
-4%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$2.25M
|
+$2.17M
|
+25,349
|
New
|
|
|
11
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$2.12M
|
+$2.04M
|
+23,820
|
New
|
|
|
12
|
Slow Capital
Greenbrae,
California
|
$1.77M
|
-$99.8K
|
-1,164
|
-6%
|
|
|
13
|
WrapManager Inc
Mill Valley,
California
|
$1.64M
|
+$1.58M
|
+18,432
|
New
|
|
|
14
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$1.31M
|
–
|
–
|
–
|
|
|
15
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.08M
|
+$1.04M
|
+12,164
|
New
|
|
|
16
|
NTV Asset Management
Charleston,
West Virginia
|
$978K
|
–
|
–
|
–
|
|
|
17
|
Fidelity International
Hamilton,
Bermuda
|
$976K
|
-$164K
|
-1,917
|
-15%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$758K
|
+$731K
|
+8,526
|
New
|
|
|
19
|
Barings
Charlotte,
North Carolina
|
$688K
|
–
|
–
|
–
|
|
|
20
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$619K
|
+$597K
|
+6,964
|
New
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$598K
|
-$167K
|
-1,944
|
-22%
|
|
|
22
|
KCS Wealth Advisory
Los Angeles,
California
|
$552K
|
+$1.46K
|
+17
|
+0.3%
|
|
|
23
|
Bessemer Group
Woodbridge,
New Jersey
|
$512K
|
-$15.3M
|
-178,940
|
-97%
|
|
|
24
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$506K
|
-$37.1K
|
-432
|
-7%
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$424K
|
+$115K
|
+1,338
|
+39%
|
|
