|
1
|
|
$14.2M
|
+$4.87M
|
+257,410
|
+50%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$5.46M
|
+$315K
|
+16,631
|
+6%
|
|
|
3
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$5.08M
|
-$122K
|
-6,431
|
-2%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$4.47M
|
+$2.69M
|
+142,005
|
+140%
|
|
|
5
|
Marotta Asset Management
Charlottesville,
Virginia
|
$2.47M
|
-$488K
|
-25,761
|
-18%
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$2.08M
|
+$634K
|
+33,509
|
+42%
|
|
|
7
|
Leavell Investment Management
Mobile,
Alabama
|
$1.84M
|
+$300K
|
+15,866
|
+19%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.15M
|
-$6.37M
|
-336,478
|
-84%
|
|
|
9
|
Innealta Capital
Austin,
Texas
|
$624K
|
-$79.4K
|
-4,192
|
-11%
|
|
|
10
|
Inspire Advisors
Meridian,
Idaho
|
$572K
|
+$591K
|
+31,212
|
New
|
|
|
11
|
|
$366K
|
+$378K
|
+19,982
|
New
|
|
|
12
|
Global Endowment Management
Charlotte,
North Carolina
|
$336K
|
+$346K
|
+18,300
|
New
|
|
|
13
|
Vident Advisory
Alpharetta,
Georgia
|
$309K
|
+$319K
|
+16,862
|
New
|
|
|
14
|
Boltwood Capital Management
Walnut Creek,
California
|
$303K
|
+$313K
|
+16,525
|
New
|
|
|
15
|
IEQ Capital
Foster City,
California
|
$208K
|
–
|
–
|
–
|
|
|
16
|
LPL Financial
San Diego,
California
|
$202K
|
-$19.7K
|
-1,040
|
-9%
|
|
|
17
|
Hara Capital
Bellevue,
Washington
|
$155K
|
-$214K
|
-11,304
|
-57%
|
|
|
18
|
Greenline Partners
New York
|
$141K
|
–
|
–
|
–
|
|
|
19
|
Golden State Wealth Management
Santa Ana,
California
|
$20.1K
|
–
|
–
|
–
|
|
|
20
|
|
$16K
|
+$6.02K
|
+318
|
+58%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12K
|
+$12.1K
|
+639
|
New
|
|
|
22
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$10.2K
|
+$10.5K
|
+557
|
New
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.05K
|
+$5.51K
|
+291
|
+143%
|
|
|
24
|
CX Institutional
Auburn,
Indiana
|
$7K
|
+$7.16K
|
+378
|
New
|
|
|
25
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$5.5K
|
–
|
–
|
–
|
|
