|
1
|
|
$40.6M
|
+$617K
|
+7,737
|
+2%
|
|
|
2
|
Water Oak Advisors
Winter Park,
Florida
|
$26.2M
|
+$25.2M
|
+316,445
|
New
|
|
|
3
|
Virtu KCG Holdings
New York
|
$20M
|
+$19M
|
+238,284
|
+7,706%
|
|
|
4
|
Credit Suisse
Zurich,
Switzerland
|
$9.43M
|
-$567K
|
-7,109
|
-6%
|
|
|
5
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$7.48M
|
-$78.7K
|
-987
|
-1%
|
|
|
6
|
Commerce Bank
Kansas City,
Missouri
|
$7.18M
|
-$36.5K
|
-458
|
-0.5%
|
|
|
7
|
TBP Advisors
Purchase,
New York
|
$4.44M
|
+$1.06M
|
+13,355
|
+33%
|
|
|
8
|
|
$4.34M
|
+$869K
|
+10,900
|
+26%
|
|
|
9
|
Robshaw & Julian Associates
Williamsville,
New York
|
$3.93M
|
-$27.9K
|
-350
|
-1%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$3.53M
|
-$5.36M
|
-67,283
|
-61%
|
|
|
11
|
|
$3.5M
|
-$229K
|
-2,870
|
-6%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$2.9M
|
-$1.12M
|
-14,023
|
-29%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.88M
|
+$1.32M
|
+16,583
|
+91%
|
|
|
14
|
Stelac Advisory Services
New York
|
$2.36M
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$2.13M
|
+$289K
|
+3,624
|
+16%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.92M
|
+$638K
|
+8,004
|
+53%
|
|
|
17
|
Gerald L. Ray & Associates
Dallas,
Texas
|
$1.12M
|
-$55.8K
|
-700
|
-5%
|
|
|
18
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$1.06M
|
-$23.5K
|
-295
|
-2%
|
|
|
19
|
GAM Holding
Zurich,
Switzerland
|
$664K
|
–
|
–
|
–
|
|
|
20
|
|
$643K
|
–
|
–
|
–
|
|
|
21
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$601K
|
+$1.59K
|
+20
|
+0.3%
|
|
|
22
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$565K
|
–
|
–
|
–
|
|
|
23
|
|
$527K
|
-$8.57M
|
-107,563
|
-94%
|
|
|
24
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$469K
|
-$57.1K
|
-716
|
-11%
|
|
|
25
|
Brown Advisory
Baltimore,
Maryland
|
$391K
|
–
|
–
|
–
|
|
