|
1
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$105M
|
+$14.3M
|
+495,000
|
+17%
|
|
|
2
|
|
$46.9M
|
-$5M
|
-172,850
|
-10%
|
|
|
3
|
International Assets Investment Management
Orlando,
Florida
|
$23.7M
|
+$9.73M
|
+336,326
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$19.7M
|
-$3.04M
|
-105,257
|
-14%
|
|
|
5
|
|
$15.4M
|
+$5.35M
|
+184,824
|
+57%
|
|
|
6
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$14.2M
|
-$811K
|
-28,039
|
-6%
|
|
|
7
|
Karp Capital Management
Sausalito,
California
|
$8.59M
|
+$406K
|
+14,026
|
+5%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$8.37M
|
+$308K
|
+10,646
|
+4%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.72M
|
+$1.88M
|
+65,156
|
+41%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$6.3M
|
+$531K
|
+18,351
|
+10%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$5.72M
|
+$2.87M
|
+99,156
|
+110%
|
|
|
12
|
BNP Paribas Financial Markets
Paris,
France
|
$4.32M
|
-$67.8K
|
-2,346
|
-2%
|
|
|
13
|
Avalon Investment & Advisory
Houston,
Texas
|
$4.31M
|
+$4.13M
|
+142,670
|
New
|
|
|
14
|
Planned Solutions
Folsom,
California
|
$4.21M
|
+$41.4K
|
+1,431
|
+1%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$3.73M
|
+$11.7K
|
+405
|
+0.3%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.08M
|
+$249K
|
+8,614
|
+9%
|
|
|
17
|
Tower Research Capital (TRC)
New York
|
$2.57M
|
+$2M
|
+69,306
|
+441%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$2.33M
|
-$332K
|
-11,469
|
-13%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.28M
|
-$552K
|
-19,087
|
-20%
|
|
|
20
|
Great Lakes Advisors
Chicago,
Illinois
|
$2.14M
|
+$10.3K
|
+356
|
+0.5%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$1.98M
|
-$186K
|
-6,416
|
-9%
|
|
|
22
|
Destination Wealth Management
Walnut Creek,
California
|
$1.8M
|
-$80.9K
|
-2,796
|
-4%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.8M
|
+$194K
|
+6,710
|
+13%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.78M
|
+$1.71M
|
+59,013
|
New
|
|
|
25
|
Cresset Asset Management
Chicago,
Illinois
|
$1.62M
|
+$68.2K
|
+2,358
|
+5%
|
|
