|
1
|
Synergy Asset Management
Vancouver,
Washington
|
$3.05M
|
+$2.62M
|
+55,747
|
New
|
|
|
2
|
Private Advisor Group
Morristown,
New Jersey
|
$2.36M
|
+$1.15M
|
+24,421
|
+131%
|
|
|
3
|
Brown Advisory
Baltimore,
Maryland
|
$1.66M
|
–
|
–
|
–
|
|
|
4
|
|
$1.51M
|
+$60.8K
|
+1,296
|
+5%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.49M
|
+$109K
|
+2,316
|
+9%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.48M
|
+$70.2K
|
+1,495
|
+6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.4M
|
-$45.2K
|
-963
|
-4%
|
|
|
8
|
Accredited Investors
Edina,
Minnesota
|
$649K
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$551K
|
+$21.6K
|
+461
|
+5%
|
|
|
10
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$479K
|
+$8.64K
|
+184
|
+2%
|
|
|
11
|
Family Management
New York
|
$456K
|
+$392K
|
+8,342
|
New
|
|
|
12
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$359K
|
–
|
–
|
–
|
|
|
13
|
Synovus Financial
Columbus,
Georgia
|
$354K
|
+$1.46K
|
+31
|
+0.5%
|
|
|
14
|
SOL Capital Management
Rockville,
Maryland
|
$329K
|
-$25.8K
|
-550
|
-8%
|
|
|
15
|
Redmond Asset Management
Henrico,
Virginia
|
$298K
|
-$2.91K
|
-62
|
-1%
|
|
|
16
|
Avantax Advisory Services
Dallas,
Texas
|
$293K
|
-$5.3K
|
-113
|
-2%
|
|
|
17
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$292K
|
-$12.1K
|
-257
|
-5%
|
|
|
18
|
BSW Wealth Partners
Boulder,
Colorado
|
$235K
|
+$202K
|
+4,297
|
New
|
|
|
19
|
|
$232K
|
-$73.1K
|
-1,558
|
-27%
|
|
|
20
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$232K
|
+$199K
|
+4,235
|
New
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$231K
|
-$410K
|
-8,743
|
-67%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$201K
|
+$172K
|
+3,668
|
New
|
|
|
23
|
William Blair & Company
Chicago,
Illinois
|
$117K
|
+$18.9K
|
+402
|
+23%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$79K
|
-$1.23M
|
-26,102
|
-95%
|
|
|
25
|
Private Trust Company
Cleveland,
Ohio
|
$46.2K
|
+$39.7K
|
+845
|
New
|
|
