|
1
|
Bank of America
Charlotte,
North Carolina
|
$49.9M
|
+$2.6M
|
+53,917
|
+5%
|
|
|
2
|
|
$8.33M
|
+$8.36M
|
+173,481
|
New
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$6.98M
|
+$6.27M
|
+130,023
|
+845%
|
|
|
4
|
UBP Investment Advisors
Geneva,
Switzerland
|
$3.43M
|
-$88.8K
|
-1,843
|
-3%
|
|
|
5
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$3.33M
|
+$996K
|
+20,660
|
+43%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$1.87M
|
-$42.5K
|
-882
|
-2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.81M
|
-$52.4K
|
-1,086
|
-3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$985K
|
+$165K
|
+3,415
|
+20%
|
|
|
9
|
|
$806K
|
-$200K
|
-4,141
|
-20%
|
|
|
10
|
MA Private Wealth
San Carlos,
California
|
$528K
|
+$3.33K
|
+69
|
+0.6%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$485K
|
-$10.4K
|
-216
|
-2%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$416K
|
+$153K
|
+3,169
|
+58%
|
|
|
13
|
Flow Traders U.S.
New York
|
$380K
|
+$381K
|
+7,908
|
New
|
|
|
14
|
Advisors Asset Management
Monument,
Colorado
|
$339K
|
+$9.69K
|
+201
|
+3%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$264K
|
+$265K
|
+5,501
|
New
|
|
|
16
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$259K
|
+$21.5K
|
+445
|
+9%
|
|
|
17
|
AlphaCentric Advisors
San Juan,
Puerto Rico
|
$247K
|
+$85.6K
|
+1,775
|
+53%
|
|
|
18
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$206K
|
–
|
–
|
–
|
|
|
19
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$162K
|
–
|
–
|
–
|
|
|
20
|
Retirement Group
San Diego,
California
|
$122K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$72K
|
+$42.6K
|
+884
|
+145%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$54K
|
+$3.57K
|
+74
|
+7%
|
|
|
23
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$21K
|
–
|
–
|
–
|
|
|
24
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$19K
|
–
|
–
|
–
|
|
|
25
|
WealthShield Partners
Cary,
North Carolina
|
$17K
|
+$17.4K
|
+360
|
New
|
|
