|
1
|
UBS Group
Zurich,
Switzerland
|
$6.13M
|
+$13.3K
|
+886
|
+0.2%
|
|
|
2
|
|
$4.75M
|
-$739K
|
-49,329
|
-12%
|
|
|
3
|
Advisors Asset Management
Monument,
Colorado
|
$3.85M
|
-$413K
|
-27,562
|
-9%
|
|
|
4
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$3.25M
|
-$135K
|
-9,025
|
-4%
|
|
|
5
|
Shaker Financial Services
Arlington,
Virginia
|
$3.02M
|
+$1.21M
|
+80,566
|
+56%
|
|
|
6
|
|
$2.77M
|
-$147K
|
-9,783
|
-5%
|
|
|
7
|
|
$2.22M
|
+$43.6K
|
+2,908
|
+2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$1.68M
|
+$52.3K
|
+3,490
|
+3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.16M
|
+$3.06K
|
+204
|
+0.2%
|
|
|
10
|
Parametric Portfolio Associates
Seattle,
Washington
|
$798K
|
+$3.37K
|
+225
|
+0.4%
|
|
|
11
|
First Trust Advisors
Wheaton,
Illinois
|
$777K
|
+$19.8K
|
+1,319
|
+2%
|
|
|
12
|
Wolverine Asset Management
Chicago,
Illinois
|
$711K
|
+$789K
|
+52,676
|
New
|
|
|
13
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$453K
|
–
|
–
|
–
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$332K
|
+$33.3K
|
+2,225
|
+10%
|
|
|
15
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$289K
|
+$313K
|
+20,900
|
New
|
|
|
16
|
Curi RMB Capital
Chicago,
Illinois
|
$273K
|
+$302K
|
+20,195
|
New
|
|
|
17
|
Doliver Advisors
Houston,
Texas
|
$204K
|
+$226K
|
+15,082
|
New
|
|
|
18
|
MSI Financial Services
Springfield,
Massachusetts
|
$182K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$173K
|
+$1.62K
|
+108
|
+0.9%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$164K
|
+$3.04K
|
+203
|
+2%
|
|
|
21
|
Oppenheimer & Co
New York
|
$161K
|
+$18.9K
|
+1,263
|
+12%
|
|
|
22
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$54K
|
–
|
–
|
–
|
|
|
23
|
American International Group
New York
|
$34K
|
–
|
–
|
–
|
|
|
24
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$28K
|
–
|
–
|
–
|
|
|
25
|
Klingman & Associates
New York
|
$27K
|
-$30.5K
|
-2,039
|
Closed
|
|
