|
1
|
Bank of America
Charlotte,
North Carolina
|
$42.4M
|
+$1.75M
|
+38,587
|
+4%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$26M
|
-$1.59M
|
-35,053
|
-6%
|
|
|
3
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$15.4M
|
+$986K
|
+21,730
|
+7%
|
|
|
4
|
|
$10.7M
|
-$317K
|
-6,987
|
-3%
|
|
|
5
|
|
$4.66M
|
+$3.68M
|
+81,082
|
+370%
|
|
|
6
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$3.95M
|
+$214K
|
+4,703
|
+6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$3.87M
|
+$259K
|
+5,700
|
+7%
|
|
|
8
|
New Capital Management
Houston,
Texas
|
$3.85M
|
+$43.2K
|
+951
|
+1%
|
|
|
9
|
|
$3.76M
|
+$1.13M
|
+24,814
|
+43%
|
|
|
10
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$2.87M
|
-$40.4K
|
-890
|
-1%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.27M
|
+$85.4K
|
+1,881
|
+4%
|
|
|
12
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$2.2M
|
+$43K
|
+948
|
+2%
|
|
|
13
|
Hamrick Investment Counsel
Seattle,
Washington
|
$2.15M
|
-$45.4K
|
-1,000
|
-2%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.89M
|
+$1.89M
|
+41,688
|
New
|
|
|
15
|
Clear Creek Financial Management
Silverdale,
Washington
|
$1.62M
|
+$179K
|
+3,932
|
+12%
|
|
|
16
|
Nilsine Partners
Greenwood Village,
Colorado
|
$1.47M
|
+$30K
|
+661
|
+2%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.02M
|
+$32.1K
|
+707
|
+3%
|
|
|
18
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$974K
|
+$9.58K
|
+211
|
+1%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$930K
|
+$185K
|
+4,077
|
+25%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$762K
|
+$178K
|
+3,928
|
+30%
|
|
|
21
|
|
$734K
|
-$1.78M
|
-39,224
|
-71%
|
|
|
22
|
D.A. Davidson & Co
Great Falls,
Montana
|
$694K
|
+$92.7K
|
+2,041
|
+15%
|
|
|
23
|
Strategic Financial Partners
Bend,
Oregon
|
$678K
|
-$931K
|
-20,514
|
-58%
|
|
|
24
|
Hilltop Partners
Mishawaka,
Indiana
|
$669K
|
-$8.55M
|
-188,247
|
-93%
|
|
|
25
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$495K
|
–
|
–
|
–
|
|
