|
1
|
Glovista Investments
Jersey City,
New Jersey
|
$6.04M
|
+$1.87M
|
+57,002
|
+46%
|
|
|
2
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$5.43M
|
+$29.8K
|
+909
|
+0.6%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.49M
|
+$2.81M
|
+85,766
|
+449%
|
|
|
4
|
Old Mission Capital
Chicago,
Illinois
|
$3.13M
|
-$1.3M
|
-39,657
|
-30%
|
|
|
5
|
HSBC Holdings
London,
United Kingdom
|
$2.21M
|
+$343K
|
+10,450
|
+19%
|
|
|
6
|
Innealta Capital
Austin,
Texas
|
$2.19M
|
+$9.84K
|
+300
|
+0.5%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.87M
|
+$1.84M
|
+56,178
|
New
|
|
|
8
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.85M
|
+$19.9K
|
+608
|
+1%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.67M
|
+$1.64M
|
+50,063
|
New
|
|
|
10
|
Columbus Macro
New Castle,
Pennsylvania
|
$930K
|
+$916K
|
+27,931
|
New
|
|
|
11
|
Provident Wealth Management
Brentwood,
Tennessee
|
$701K
|
+$80.6K
|
+2,458
|
+13%
|
|
|
12
|
KCS Wealth Advisory
Los Angeles,
California
|
$436K
|
+$8.46K
|
+258
|
+2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$322K
|
-$10.6K
|
-322
|
-3%
|
|
|
14
|
People's United Financial
Bridgeport,
Connecticut
|
$245K
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$185K
|
-$14.1K
|
-430
|
-7%
|
|
|
16
|
Franklin Resources
San Mateo,
California
|
$166K
|
–
|
–
|
–
|
|
|
17
|
Global Retirement Partners
San Rafael,
California
|
$137K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$84K
|
-$46.7K
|
-1,424
|
-36%
|
|
|
19
|
|
$23K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$18K
|
+$17.9K
|
+546
|
New
|
|
|
21
|
Eaton Vance Management
Boston,
Massachusetts
|
$10K
|
–
|
–
|
–
|
|
|
22
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$10K
|
–
|
–
|
–
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10K
|
+$9.84K
|
+300
|
New
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6K
|
–
|
–
|
–
|
|
|
25
|
Country Trust Bank
Bloomington,
Illinois
|
$2K
|
+$2.46K
|
+75
|
New
|
|
