|
1
|
Credit Suisse
Zurich,
Switzerland
|
$17.4M
|
+$17.4M
|
+689,319
|
New
|
|
|
2
|
Smart Portfolios LLC
Seattle,
Washington
|
$7.62M
|
+$7.62M
|
+301,701
|
New
|
|
|
3
|
The Family Firm
Bethesda,
Maryland
|
$5.97M
|
+$27.2K
|
+1,077
|
+0.5%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.68M
|
+$4.65M
|
+184,232
|
+18,295%
|
|
|
5
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$4.42M
|
+$744K
|
+29,447
|
+20%
|
|
|
6
|
|
$2.19M
|
+$178K
|
+7,057
|
+9%
|
|
|
7
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.9M
|
-$43.4K
|
-1,719
|
-2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$1.43M
|
-$35.2K
|
-1,392
|
-2%
|
|
|
9
|
SNS Financial Group
Minneapolis,
Minnesota
|
$1.34M
|
-$152K
|
-6,025
|
-10%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$1.26M
|
-$138K
|
-5,444
|
-10%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$1.19M
|
+$171K
|
+6,785
|
+17%
|
|
|
12
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$1.17M
|
+$750K
|
+29,667
|
+177%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.12M
|
+$600K
|
+23,760
|
+115%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$1.06M
|
-$455K
|
-17,998
|
-30%
|
|
|
15
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.06M
|
+$1.06M
|
+42,097
|
New
|
|
|
16
|
Cantor Fitzgerald Investment Advisors
New York
|
$1.01M
|
-$103K
|
-4,076
|
-9%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$975K
|
+$361K
|
+14,275
|
+59%
|
|
|
18
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$975K
|
+$975K
|
+38,573
|
New
|
|
|
19
|
IMS Capital Management
Portland,
Oregon
|
$966K
|
+$8.34K
|
+330
|
+0.9%
|
|
|
20
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$666K
|
+$79.8K
|
+3,160
|
+14%
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$656K
|
–
|
–
|
–
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$534K
|
+$330K
|
+13,073
|
+162%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$514K
|
+$44.5K
|
+1,761
|
+9%
|
|
|
24
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$501K
|
-$22.2M
|
-877,395
|
-98%
|
|
|
25
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$470K
|
-$40.6K
|
-1,609
|
-8%
|
|
