|
1
|
|
$1.79M
|
+$437K
|
+39,142
|
+30%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.68M
|
+$636K
|
+56,934
|
+57%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$1.37M
|
-$23.9K
|
-2,138
|
-2%
|
|
|
4
|
William Blair Investment Management
Chicago,
Illinois
|
$766K
|
+$136K
|
+12,200
|
+21%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$756K
|
+$450K
|
+40,289
|
+133%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$754K
|
+$53K
|
+4,746
|
+7%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$716K
|
+$29.2K
|
+2,613
|
+4%
|
|
|
8
|
|
$667K
|
+$12.4K
|
+1,110
|
+2%
|
|
|
9
|
Cabot Wealth Management
Salem,
Massachusetts
|
$430K
|
+$39.8K
|
+3,565
|
+10%
|
|
|
10
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$411K
|
–
|
–
|
–
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$364K
|
-$258K
|
-23,137
|
-41%
|
|
|
12
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$271K
|
+$283K
|
+25,320
|
New
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$241K
|
-$66.4K
|
-5,946
|
-21%
|
|
|
14
|
Crosspoint Capital Strategies
Orinda,
California
|
$200K
|
+$161K
|
+14,390
|
New
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$70K
|
+$1.27K
|
+114
|
+2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$50K
|
–
|
–
|
–
|
|
|
17
|
WFG Advisors
Dallas,
Texas
|
$40K
|
+$8.19K
|
+733
|
+24%
|
|
|
18
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$27K
|
+$20.2K
|
+1,811
|
+266%
|
|
|
19
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$13K
|
+$1.24K
|
+111
|
+10%
|
|
|
20
|
Next Financial Group
Houston,
Texas
|
$10K
|
–
|
–
|
–
|
|
|
21
|
MSI Financial Services
Springfield,
Massachusetts
|
$7K
|
+$7.01K
|
+628
|
New
|
|
|
22
|
|
$5K
|
-$5.58K
|
-500
|
-50%
|
|
|
23
|
Central Trust Company
Jefferson City,
Missouri
|
$5K
|
–
|
–
|
–
|
|
|
24
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$4K
|
-$1.42K
|
-127
|
-28%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$2K
|
–
|
–
|
–
|
|
