|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$20.6M
|
-$344K
|
-12,692
|
-2%
|
|
|
2
|
Amarillo National Bank
Amarillo,
Texas
|
$12.8M
|
-$77.3K
|
-2,854
|
-0.6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$10.8M
|
+$511K
|
+18,869
|
+5%
|
|
|
4
|
Coldstream Capital Management
Bellevue,
Washington
|
$9.11M
|
-$221K
|
-8,174
|
-2%
|
|
|
5
|
Pictet Asset Management
Carouge,
Switzerland
|
$8.03M
|
+$1.03M
|
+38,000
|
+16%
|
|
|
6
|
|
$6.17M
|
+$455K
|
+16,818
|
+8%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$5.98M
|
+$18.8K
|
+696
|
+0.3%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$4.59M
|
+$3.76M
|
+138,754
|
+608%
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$3.67M
|
+$2.29M
|
+84,577
|
+189%
|
|
|
10
|
Avantax Advisory Services
Dallas,
Texas
|
$2.7M
|
+$131K
|
+4,833
|
+5%
|
|
|
11
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$1.78M
|
-$21.8K
|
-804
|
-1%
|
|
|
12
|
Savant Capital
Rockford,
Illinois
|
$1.39M
|
+$569
|
+21
|
+0%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.26M
|
-$36.9K
|
-1,362
|
-3%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1.22M
|
-$1.43M
|
-52,692
|
-55%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.19M
|
+$28.3K
|
+1,044
|
+3%
|
|
|
16
|
Wharton Business Group
Malvern,
Pennsylvania
|
$1.15M
|
–
|
–
|
–
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$878K
|
+$18K
|
+665
|
+2%
|
|
|
18
|
William Blair & Company
Chicago,
Illinois
|
$540K
|
-$58.4K
|
-2,156
|
-10%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$373K
|
+$17.8K
|
+657
|
+5%
|
|
|
20
|
Clear Creek Financial Management
Silverdale,
Washington
|
$325K
|
-$2.03K
|
-75
|
-0.7%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$301K
|
+$5.23K
|
+193
|
+2%
|
|
|
22
|
Prospera Financial Services
Dallas,
Texas
|
$278K
|
–
|
–
|
–
|
|
|
23
|
|
$265K
|
-$985K
|
-36,377
|
-80%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$253K
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$106K
|
–
|
–
|
–
|
|
