|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$11.6M
|
+$2.01M
|
+84,013
|
+22%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$8.89M
|
+$282K
|
+11,806
|
+3%
|
|
|
3
|
Coldstream Capital Management
Bellevue,
Washington
|
$8.27M
|
-$282K
|
-11,774
|
-3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$5.11M
|
-$74.1K
|
-3,098
|
-1%
|
|
|
5
|
Pictet Asset Management
Carouge,
Switzerland
|
$3.85M
|
–
|
–
|
–
|
|
|
6
|
|
$2.85M
|
-$778K
|
-32,506
|
-22%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$2.8M
|
+$315K
|
+13,172
|
+13%
|
|
|
8
|
Avantax Advisory Services
Dallas,
Texas
|
$1.89M
|
+$83.2K
|
+3,478
|
+5%
|
|
|
9
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$1.59M
|
-$94K
|
-3,927
|
-6%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1.48M
|
+$212K
|
+8,860
|
+17%
|
|
|
11
|
|
$1.39M
|
+$1.05M
|
+43,927
|
+346%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.29M
|
+$45.7K
|
+1,911
|
+4%
|
|
|
13
|
Savant Capital
Rockford,
Illinois
|
$1.2M
|
+$1.44K
|
+60
|
+0.1%
|
|
|
14
|
William Blair & Company
Chicago,
Illinois
|
$1.14M
|
-$147K
|
-6,143
|
-12%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.08M
|
-$446K
|
-18,656
|
-30%
|
|
|
16
|
Concord Wealth Partners
Abingdon,
Virginia
|
$1.06M
|
+$37.6K
|
+1,572
|
+4%
|
|
|
17
|
Wharton Business Group
Malvern,
Pennsylvania
|
$998K
|
–
|
–
|
–
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$928K
|
-$305K
|
-12,739
|
-25%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$756K
|
+$390K
|
+16,293
|
+113%
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
$652K
|
-$954K
|
-39,873
|
-60%
|
|
|
21
|
Flow Traders U.S.
New York
|
$425K
|
-$62.4K
|
-2,607
|
-13%
|
|
|
22
|
Clear Creek Financial Management
Silverdale,
Washington
|
$352K
|
+$22.9K
|
+958
|
+7%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$321K
|
-$91K
|
-3,804
|
-23%
|
|
|
24
|
|
$258K
|
+$251K
|
+10,486
|
New
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$231K
|
–
|
–
|
–
|
|
