|
26
|
De Lisle Partners
Poole,
United Kingdom
|
$820K
|
-$275K
|
-10,180
|
-25%
|
|
|
27
|
ORG Wealth Partners
Dallas,
Texas
|
$796K
|
–
|
–
|
–
|
|
|
28
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$739K
|
+$702
|
+26
|
+0.1%
|
|
|
29
|
Fidelity Investments
Boston,
Massachusetts
|
$632K
|
+$138K
|
+5,125
|
+28%
|
|
|
30
|
Ameriprise
Minneapolis,
Minnesota
|
$608K
|
–
|
–
|
–
|
|
|
31
|
Barclays
London,
United Kingdom
|
$607K
|
+$40.8K
|
+1,513
|
+7%
|
|
|
32
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$600K
|
-$6.21K
|
-230
|
-1%
|
|
|
33
|
Envestnet Asset Management
Chicago,
Illinois
|
$524K
|
+$120K
|
+4,442
|
+30%
|
|
|
34
|
Russell Investments Group
London,
United Kingdom
|
$516K
|
+$91.7K
|
+3,397
|
+22%
|
|
|
35
|
LPL Financial
San Diego,
California
|
$507K
|
+$80.9K
|
+2,999
|
+19%
|
|
|
36
|
UBS Group
Zurich,
Switzerland
|
$505K
|
+$162K
|
+6,014
|
+47%
|
|
|
37
|
|
$474K
|
-$8.77K
|
-325
|
-2%
|
|
|
38
|
Assenagon Asset Management
Senningerberg,
Luxembourg
|
$386K
|
-$10.3K
|
-380
|
-3%
|
|
|
39
|
Bank of America
Charlotte,
North Carolina
|
$379K
|
+$106K
|
+3,934
|
+39%
|
|
|
40
|
|
$350K
|
-$47.6K
|
-1,763
|
-12%
|
|
|
41
|
Nuveen
Charlotte,
North Carolina
|
$349K
|
–
|
–
|
–
|
|
|
42
|
Atria Investments
Charlotte,
North Carolina
|
$336K
|
-$16.4K
|
-608
|
-5%
|
|
|
43
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$334K
|
+$216K
|
+7,986
|
+182%
|
|
|
44
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$327K
|
+$93K
|
+3,447
|
+40%
|
|
|
45
|
Ancora Advisors
Cleveland,
Ohio
|
$319K
|
-$89.6K
|
-3,320
|
-22%
|
|
|
46
|
|
$317K
|
-$62.1K
|
-2,302
|
-16%
|
|
|
47
|
Wells Fargo
San Francisco,
California
|
$305K
|
+$96.5K
|
+3,577
|
+46%
|
|
|
48
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$280K
|
–
|
–
|
–
|
|
|
49
|
Stifel Financial
St. Louis,
Missouri
|
$279K
|
-$29K
|
-1,075
|
-9%
|
|
|
50
|
&Partners
Nashville,
Tennessee
|
$265K
|
+$57.6K
|
+2,136
|
+28%
|
|
