|
1
|
Davidson Investment Advisors
Great Falls,
Montana
|
$2.85M
|
+$2.85M
|
+65,742
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.35M
|
+$262K
|
+6,045
|
+24%
|
|
|
3
|
Brown Advisory
Baltimore,
Maryland
|
$1.32M
|
-$202K
|
-4,675
|
-13%
|
|
|
4
|
|
$1.19M
|
+$305K
|
+7,031
|
+34%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.12M
|
-$996K
|
-22,983
|
-47%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$833K
|
+$50.5K
|
+1,167
|
+6%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$543K
|
-$206K
|
-4,745
|
-27%
|
|
|
8
|
Accredited Investors
Edina,
Minnesota
|
$515K
|
+$514K
|
+11,872
|
New
|
|
|
9
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$478K
|
-$468K
|
-10,794
|
-49%
|
|
|
10
|
Synovus Financial
Columbus,
Georgia
|
$322K
|
-$38.3K
|
-885
|
-11%
|
|
|
11
|
SOL Capital Management
Rockville,
Maryland
|
$285K
|
–
|
–
|
–
|
|
|
12
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$263K
|
+$263K
|
+6,070
|
New
|
|
|
13
|
|
$247K
|
+$38.5K
|
+890
|
+19%
|
|
|
14
|
Redmond Asset Management
Henrico,
Virginia
|
$245K
|
-$10.5K
|
-242
|
-4%
|
|
|
15
|
Avantax Advisory Services
Dallas,
Texas
|
$242K
|
-$780
|
-18
|
-0.3%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$210K
|
-$170K
|
-3,919
|
-45%
|
|
|
17
|
William Blair & Company
Chicago,
Illinois
|
$164K
|
+$162K
|
+3,750
|
+9,146%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$128K
|
+$62.2K
|
+1,435
|
+94%
|
|
|
19
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$113K
|
-$28.2K
|
-650
|
-20%
|
|
|
20
|
Simplex Trading
Chicago,
Illinois
|
$58K
|
+$58.9K
|
+1,360
|
New
|
|
|
21
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$26.9K
|
–
|
–
|
–
|
|
|
22
|
Realta Investment Advisors
Wilmington,
Delaware
|
$21.7K
|
+$21.7K
|
+500
|
New
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$13K
|
–
|
–
|
–
|
|
|
24
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$10.4K
|
+$10.4K
|
+240
|
New
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$6.81K
|
+$6.8K
|
+157
|
New
|
|
