|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$6.68M
|
+$1.77M
|
+119,668
|
+27%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$1.27M
|
+$649K
|
+43,885
|
+67%
|
|
|
3
|
City of London Investment Management
London,
United Kingdom
|
$686K
|
+$379K
|
+25,607
|
+78%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$277K
|
+$351K
|
+23,699
|
New
|
|
|
5
|
First Allied Advisory Services
San Diego,
California
|
$175K
|
+$24.9K
|
+1,683
|
+13%
|
|
|
6
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$154K
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$141K
|
+$71.9K
|
+4,857
|
+68%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$133K
|
+$2.52K
|
+170
|
+2%
|
|
|
9
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$129K
|
–
|
–
|
–
|
|
|
10
|
US Bancorp
Minneapolis,
Minnesota
|
$129K
|
–
|
–
|
–
|
|
|
11
|
LPL Financial
San Diego,
California
|
$127K
|
+$35.5K
|
+2,397
|
+28%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$107K
|
+$134K
|
+9,055
|
New
|
|
|
13
|
|
$92K
|
+$47.6K
|
+3,217
|
+69%
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$65K
|
–
|
–
|
–
|
|
|
15
|
Shaker Financial Services
Arlington,
Virginia
|
$58K
|
–
|
–
|
–
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$45K
|
+$57.4K
|
+3,882
|
New
|
|
|
17
|
Cetera Advisors
Denver,
Colorado
|
$40K
|
+$50.7K
|
+3,424
|
New
|
|
|
18
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$26K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10K
|
–
|
–
|
–
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$7K
|
-$17.3K
|
-1,166
|
-66%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
22
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
23
|
|
$3K
|
+$4.11K
|
+278
|
New
|
|
|
24
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$264K
|
-16,270
|
Closed
|
|
|
25
|
Geode Capital Management
Boston,
Massachusetts
|
–
|
-$215K
|
-13,266
|
Closed
|
|
