|
1
|
Glovista Investments
Jersey City,
New Jersey
|
$8.06M
|
+$233K
|
+9,068
|
+3%
|
|
|
2
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$3.96M
|
+$7.97K
|
+310
|
+0.2%
|
|
|
3
|
Innealta Capital
Austin,
Texas
|
$1.65M
|
–
|
–
|
–
|
|
|
4
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.38M
|
-$30.2K
|
-1,175
|
-2%
|
|
|
5
|
Marotta Asset Management
Charlottesville,
Virginia
|
$1.06M
|
+$1.07M
|
+41,622
|
New
|
|
|
6
|
Provident Wealth Management
Brentwood,
Tennessee
|
$556K
|
-$21.9K
|
-851
|
-4%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$438K
|
-$17.5K
|
-679
|
-4%
|
|
|
8
|
|
$422K
|
-$383K
|
-14,884
|
-47%
|
|
|
9
|
KCS Wealth Advisory
Los Angeles,
California
|
$375K
|
+$12.6K
|
+490
|
+3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$283K
|
+$28K
|
+1,088
|
+11%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$238K
|
+$134K
|
+5,209
|
+124%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$142K
|
-$5.61K
|
-218
|
-4%
|
|
|
13
|
Global Retirement Partners
San Rafael,
California
|
$86K
|
+$94.9K
|
+3,690
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$54K
|
+$52K
|
+2,020
|
+1,804%
|
|
|
15
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$22K
|
+$22.4K
|
+870
|
New
|
|
|
16
|
|
$17K
|
–
|
–
|
–
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8K
|
–
|
–
|
–
|
|
|
18
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.45K
|
–
|
–
|
–
|
|
|
19
|
Montag & Associates
Atlanta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
20
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$1K
|
+$1.08K
|
+42
|
New
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$2.35M
|
-84,559
|
Closed
|
|
|
22
|
HSBC Holdings
London,
United Kingdom
|
–
|
-$1.24M
|
-44,810
|
Closed
|
|
|
23
|
Flow Traders U.S.
New York
|
–
|
-$255K
|
-9,207
|
Closed
|
|
|
24
|
People's United Financial
Bridgeport,
Connecticut
|
–
|
-$204K
|
-7,371
|
Closed
|
|
|
25
|
Global Financial Private Client
Sarasota,
Florida
|
–
|
-$41.6K
|
-1,500
|
Closed
|
|
