|
1
|
F-Squared Investment Management
Wellesley,
Massachusetts
|
$86.3M
|
+$80.7M
|
+1,803,401
|
New
|
|
|
2
|
|
$11.6M
|
+$3.12M
|
+69,656
|
+41%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.08M
|
-$737K
|
-16,469
|
-16%
|
|
|
4
|
Institute for Wealth Management
Denver,
Colorado
|
$3.38M
|
+$496K
|
+11,094
|
+19%
|
|
|
5
|
|
$2.39M
|
-$65.1M
|
-1,454,222
|
-97%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.83M
|
+$258K
|
+5,765
|
+18%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.42M
|
+$746K
|
+16,679
|
+129%
|
|
|
8
|
Placemark Investments
Chicago,
Illinois
|
$1.03M
|
+$713K
|
+15,940
|
+286%
|
|
|
9
|
SignalPoint Asset Management
Springfield,
Missouri
|
$700K
|
-$32K
|
-716
|
-5%
|
|
|
10
|
|
$669K
|
-$2.31M
|
-51,589
|
-79%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$329K
|
+$66.2K
|
+1,479
|
+27%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$271K
|
+$14.3K
|
+320
|
+6%
|
|
|
13
|
Shamrock Asset Management
Dallas,
Texas
|
$252K
|
+$236K
|
+5,267
|
New
|
|
|
14
|
American International Group
New York
|
$151K
|
+$49.8K
|
+1,112
|
+54%
|
|
|
15
|
|
$150K
|
+$69.8K
|
+1,559
|
+99%
|
|
|
16
|
|
$59K
|
-$259K
|
-5,783
|
-82%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$53K
|
-$1.98M
|
-44,145
|
-98%
|
|
|
18
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$46.5K
|
+$43.5K
|
+971
|
New
|
|
|
19
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$40.7K
|
+$1.66K
|
+37
|
+5%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$17K
|
-$38K
|
-850
|
-71%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$9K
|
-$143K
|
-3,195
|
-95%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2K
|
–
|
–
|
–
|
|
|
23
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$2K
|
+$1.79K
|
+40
|
New
|
|
|
24
|
Next Financial Group
Houston,
Texas
|
$2K
|
+$2.24K
|
+50
|
New
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$788K
|
-18,000
|
Closed
|
|
