|
1
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$5.23M
|
+$42.3K
|
+1,310
|
+0.8%
|
|
|
2
|
Old Mission Capital
Chicago,
Illinois
|
$4.25M
|
+$4.31M
|
+133,534
|
New
|
|
|
3
|
Glovista Investments
Jersey City,
New Jersey
|
$3.9M
|
+$348K
|
+10,783
|
+10%
|
|
|
4
|
Innealta Capital
Austin,
Texas
|
$2.08M
|
+$2.11M
|
+65,383
|
New
|
|
|
5
|
HSBC Holdings
London,
United Kingdom
|
$1.78M
|
+$1.8M
|
+55,940
|
New
|
|
|
6
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.75M
|
-$22.2K
|
-688
|
-1%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$609K
|
+$617K
|
+19,122
|
New
|
|
|
8
|
Provident Wealth Management
Brentwood,
Tennessee
|
$592K
|
+$600K
|
+18,589
|
New
|
|
|
9
|
KCS Wealth Advisory
Los Angeles,
California
|
$409K
|
+$9.97K
|
+309
|
+2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$319K
|
+$323K
|
+10,006
|
New
|
|
|
11
|
People's United Financial
Bridgeport,
Connecticut
|
$235K
|
-$74.3K
|
-2,304
|
-24%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$190K
|
+$76.4K
|
+2,368
|
+65%
|
|
|
13
|
Franklin Resources
San Mateo,
California
|
$159K
|
-$645K
|
-20,000
|
-80%
|
|
|
14
|
Global Retirement Partners
San Rafael,
California
|
$131K
|
+$133K
|
+4,118
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$126K
|
-$263K
|
-8,163
|
-67%
|
|
|
16
|
|
$22K
|
–
|
–
|
–
|
|
|
17
|
Eaton Vance Management
Boston,
Massachusetts
|
$10K
|
+$9.68K
|
+300
|
New
|
|
|
18
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$10K
|
+$9.68K
|
+300
|
New
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6K
|
+$5.97K
|
+185
|
New
|
|
|
20
|
Montag & Associates
Atlanta,
Georgia
|
$1K
|
+$806
|
+25
|
New
|
|
|
21
|
|
–
|
-$1.77M
|
-57,931
|
Closed
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
–
|
+$32
|
+1
|
New
|
|
