|
1
|
Cabot Wealth Management
Salem,
Massachusetts
|
$3.64M
|
+$108K
|
+7,172
|
+3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$3.55M
|
-$577K
|
-38,198
|
-13%
|
|
|
3
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$3.4M
|
+$3.33M
|
+220,122
|
+837%
|
|
|
4
|
City of London Investment Management
London,
United Kingdom
|
$2.07M
|
+$708K
|
+46,808
|
+45%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.55M
|
+$1.35M
|
+89,074
|
+389%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.37M
|
-$1.05M
|
-69,283
|
-41%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$1.33M
|
-$26.5K
|
-1,756
|
-2%
|
|
|
8
|
|
$1.11M
|
+$1.22M
|
+80,531
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$1M
|
-$108K
|
-7,160
|
-9%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$729K
|
+$798K
|
+52,775
|
New
|
|
|
11
|
|
$622K
|
-$173K
|
-11,464
|
-20%
|
|
|
12
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$583K
|
+$638K
|
+42,223
|
New
|
|
|
13
|
Verition Fund Management
Greenwich,
Connecticut
|
$424K
|
+$464K
|
+30,700
|
New
|
|
|
14
|
Telemus Capital
Southfield,
Michigan
|
$413K
|
–
|
–
|
–
|
|
|
15
|
Csenge Advisory Group
Clearwater,
Florida
|
$350K
|
+$383K
|
+25,354
|
New
|
|
|
16
|
Lucia Wealth Services
San Diego,
California
|
$344K
|
-$775K
|
-51,258
|
-67%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$306K
|
+$136K
|
+8,995
|
+68%
|
|
|
18
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$254K
|
+$149K
|
+9,850
|
+116%
|
|
|
19
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$253K
|
+$277K
|
+18,325
|
New
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$117K
|
–
|
–
|
–
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$108K
|
+$118K
|
+7,830
|
New
|
|
|
22
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$54K
|
+$49.9K
|
+3,300
|
New
|
|
|
23
|
CX Institutional
Auburn,
Indiana
|
$35K
|
+$38.2K
|
+2,526
|
New
|
|
|
24
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$21K
|
+$3.61K
|
+239
|
+19%
|
|
|
25
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$18K
|
–
|
–
|
–
|
|
