|
1
|
Coldstream Capital Management
Bellevue,
Washington
|
$12.7M
|
-$602K
|
-22,282
|
-5%
|
|
|
2
|
Wharton Business Group
Malvern,
Pennsylvania
|
$11.2M
|
–
|
–
|
–
|
|
|
3
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$9.88M
|
+$238K
|
+8,808
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$9.67M
|
-$368K
|
-13,628
|
-4%
|
|
|
5
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$5.26M
|
-$2.26M
|
-83,723
|
-30%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$3.39M
|
+$1.64M
|
+60,540
|
+94%
|
|
|
7
|
Northern Trust
Chicago,
Illinois
|
$2.54M
|
-$8.11K
|
-300
|
-0.3%
|
|
|
8
|
William Blair & Company
Chicago,
Illinois
|
$2.5M
|
+$473K
|
+17,505
|
+23%
|
|
|
9
|
|
$1.89M
|
-$418K
|
-15,483
|
-18%
|
|
|
10
|
|
$1.56M
|
+$1.55M
|
+57,526
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.5M
|
+$234K
|
+8,649
|
+18%
|
|
|
12
|
Equitable Holdings
New York
|
$1.06M
|
–
|
–
|
–
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$942K
|
-$397K
|
-14,672
|
-30%
|
|
|
14
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$904K
|
-$397K
|
-14,695
|
-31%
|
|
|
15
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$753K
|
-$60.8K
|
-2,249
|
-7%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$751K
|
-$71.4K
|
-2,641
|
-9%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$690K
|
-$57.4K
|
-2,124
|
-8%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$652K
|
+$55.8K
|
+2,066
|
+9%
|
|
|
19
|
Colony Group
Boston,
Massachusetts
|
$513K
|
–
|
–
|
–
|
|
|
20
|
Avantax Advisory Services
Dallas,
Texas
|
$466K
|
+$245K
|
+9,080
|
+113%
|
|
|
21
|
BOK Financial
Tulsa,
Oklahoma
|
$364K
|
-$4.87K
|
-180
|
-1%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$335K
|
-$59.5K
|
-2,201
|
-15%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$266K
|
-$766K
|
-28,325
|
-74%
|
|
|
24
|
Patten Group
Chattanooga,
Tennessee
|
$241K
|
+$2.3K
|
+85
|
+1%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$238K
|
-$108K
|
-3,995
|
-31%
|
|
