|
1
|
|
$42.5M
|
-$4.5M
|
-173,614
|
-10%
|
|
|
2
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$20.1M
|
+$408K
|
+15,732
|
+2%
|
|
|
3
|
Brinker Capital
Berwyn,
Pennsylvania
|
$19.1M
|
-$2.17M
|
-83,799
|
-10%
|
|
|
4
|
Evensky & Katz
Coral Gables,
Florida
|
$9.27M
|
-$695K
|
-26,820
|
-7%
|
|
|
5
|
Cornerstone Capital Management Holdings
New York
|
$6.23M
|
–
|
–
|
–
|
|
|
6
|
New York Life Investment Management
New York
|
$6.23M
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$6.08M
|
-$310K
|
-11,952
|
-5%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$4.45M
|
-$3.09M
|
-119,238
|
-41%
|
|
|
9
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$3.78M
|
-$666K
|
-25,688
|
-15%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$2.32M
|
+$1.84M
|
+70,937
|
+409%
|
|
|
11
|
Concert Wealth Management
San Jose,
California
|
$1.98M
|
-$107K
|
-4,137
|
-5%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.7M
|
+$660K
|
+25,465
|
+65%
|
|
|
13
|
MSI Financial Services
Springfield,
Massachusetts
|
$1.61M
|
+$52.9K
|
+2,042
|
+3%
|
|
|
14
|
|
$1.61M
|
+$909K
|
+35,072
|
+133%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$1.56M
|
-$188K
|
-7,265
|
-11%
|
|
|
16
|
Managed Account Advisors
Jersey City,
New Jersey
|
$1.2M
|
+$1.18M
|
+45,554
|
New
|
|
|
17
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.11M
|
-$1.74M
|
-67,137
|
-61%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$932K
|
+$544K
|
+20,989
|
+144%
|
|
|
19
|
|
$744K
|
-$278K
|
-10,724
|
-27%
|
|
|
20
|
Rothschild Investment LLC
Chicago,
Illinois
|
$682K
|
-$3.65K
|
-141
|
-0.5%
|
|
|
21
|
Retirement Design & Management
Westport,
Connecticut
|
$632K
|
-$384K
|
-14,809
|
-38%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$539K
|
–
|
–
|
–
|
|
|
23
|
Virtu KCG Holdings
New York
|
$489K
|
-$353K
|
-13,616
|
-42%
|
|
|
24
|
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
$414K
|
+$132K
|
+5,105
|
+48%
|
|
|
25
|
VSR Financial Services
Overland Park,
Kansas
|
$384K
|
+$56.4K
|
+2,175
|
+17%
|
|
