|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$19.8M
|
+$7.37M
|
+299,017
|
+63%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$9.15M
|
-$127K
|
-5,169
|
-1%
|
|
|
3
|
Coldstream Capital Management
Bellevue,
Washington
|
$8.5M
|
-$130K
|
-5,276
|
-2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$5.38M
|
+$50.3K
|
+2,042
|
+1%
|
|
|
5
|
Pictet Asset Management
Carouge,
Switzerland
|
$4.6M
|
+$567K
|
+23,000
|
+15%
|
|
|
6
|
|
$3.26M
|
+$280K
|
+11,360
|
+10%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$2.94M
|
-$52.8K
|
-2,142
|
-2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$2.16M
|
+$588K
|
+23,863
|
+40%
|
|
|
9
|
Avantax Advisory Services
Dallas,
Texas
|
$2.08M
|
+$98.5K
|
+3,995
|
+5%
|
|
|
10
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$1.67M
|
+$14.5K
|
+590
|
+0.9%
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$1.63M
|
+$915K
|
+37,098
|
+140%
|
|
|
12
|
Savant Capital
Rockford,
Illinois
|
$1.26M
|
–
|
–
|
–
|
|
|
13
|
Concord Wealth Partners
Abingdon,
Virginia
|
$1.23M
|
+$122K
|
+4,966
|
+12%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.22M
|
-$119K
|
-4,840
|
-9%
|
|
|
15
|
Wharton Business Group
Malvern,
Pennsylvania
|
$1.04M
|
–
|
–
|
–
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1.04M
|
-$83.5K
|
-3,389
|
-8%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$992K
|
+$195K
|
+7,892
|
+26%
|
|
|
18
|
William Blair & Company
Chicago,
Illinois
|
$554K
|
-$607K
|
-24,630
|
-53%
|
|
|
19
|
Flow Traders U.S.
New York
|
$421K
|
-$22.1K
|
-896
|
-5%
|
|
|
20
|
|
$415K
|
-$997K
|
-40,460
|
-71%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$321K
|
-$14K
|
-568
|
-4%
|
|
|
22
|
Clear Creek Financial Management
Silverdale,
Washington
|
$311K
|
-$54.1K
|
-2,193
|
-15%
|
|
|
23
|
|
$257K
|
-$12K
|
-486
|
-5%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$237K
|
-$4.19K
|
-170
|
-2%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$236K
|
-$704K
|
-28,575
|
-76%
|
|
