|
1
|
|
$3.05M
|
+$437K
|
+38,922
|
+16%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$1.54M
|
+$99.7K
|
+8,870
|
+7%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.37M
|
-$296K
|
-26,346
|
-18%
|
|
|
4
|
William Blair Investment Management
Chicago,
Illinois
|
$862K
|
+$27K
|
+2,400
|
+3%
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$807K
|
+$676K
|
+60,128
|
+475%
|
|
|
6
|
Cabot Wealth Management
Salem,
Massachusetts
|
$625K
|
+$41K
|
+3,653
|
+7%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$546K
|
+$106K
|
+9,406
|
+24%
|
|
|
8
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$435K
|
–
|
–
|
–
|
|
|
9
|
|
$411K
|
+$152K
|
+13,506
|
+57%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$279K
|
-$68.5K
|
-6,100
|
-20%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$205K
|
-$764
|
-68
|
-0.4%
|
|
|
12
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$188K
|
-$51.4K
|
-4,575
|
-21%
|
|
|
13
|
|
$169K
|
-$111K
|
-9,885
|
-39%
|
|
|
14
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$86K
|
–
|
–
|
–
|
|
|
15
|
WFG Advisors
Dallas,
Texas
|
$52K
|
+$10.3K
|
+920
|
+24%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28K
|
-$4.89K
|
-435
|
-15%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$20K
|
-$41.1K
|
-3,654
|
-66%
|
|
|
18
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$14K
|
–
|
–
|
–
|
|
|
19
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$14K
|
+$8.99K
|
+800
|
+165%
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$12K
|
+$12.5K
|
+1,115
|
New
|
|
|
21
|
Next Financial Group
Houston,
Texas
|
$11K
|
–
|
–
|
–
|
|
|
22
|
Central Trust Company
Jefferson City,
Missouri
|
$6K
|
–
|
–
|
–
|
|
|
23
|
Argentus Capital Management
Dallas,
Texas
|
$2K
|
–
|
–
|
–
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$2K
|
–
|
–
|
–
|
|
|
25
|
|
$1K
|
-$4.17K
|
-371
|
-74%
|
|
