|
1
|
|
$10.7M
|
+$3.34M
|
+78,455
|
+50%
|
|
|
2
|
Main Management
San Francisco,
California
|
$6.36M
|
-$3.74M
|
-87,936
|
-39%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.96M
|
-$2.03M
|
-47,601
|
-35%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$3.96M
|
+$587K
|
+13,794
|
+19%
|
|
|
5
|
Main Management Fund Advisors
San Francisco,
California
|
$3.19M
|
-$2.82M
|
-66,200
|
-49%
|
|
|
6
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$1.97M
|
+$115K
|
+2,707
|
+7%
|
|
|
7
|
Leo Brokerage
Hurst,
Texas
|
$1.65M
|
+$110K
|
+2,594
|
+8%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$1.47M
|
-$273K
|
-6,407
|
-17%
|
|
|
9
|
Merriman Wealth Management
Seattle,
Washington
|
$1.09M
|
+$1.02M
|
+24,000
|
New
|
|
|
10
|
|
$794K
|
+$103K
|
+2,421
|
+16%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$650K
|
+$607K
|
+14,265
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$518K
|
+$59.6K
|
+1,400
|
+14%
|
|
|
13
|
SteelPeak Wealth
Woodland Hills,
California
|
$456K
|
–
|
–
|
–
|
|
|
14
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$359K
|
+$17.9K
|
+420
|
+6%
|
|
|
15
|
|
$345K
|
+$52.8K
|
+1,240
|
+20%
|
|
|
16
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$315K
|
-$11.7K
|
-276
|
-4%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$294K
|
-$511
|
-12
|
-0.2%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$257K
|
+$74.5K
|
+1,750
|
+45%
|
|
|
19
|
Credit Suisse
Zurich,
Switzerland
|
$228K
|
+$213K
|
+5,000
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$92K
|
+$20K
|
+470
|
+30%
|
|
|
21
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$91K
|
–
|
–
|
–
|
|
|
22
|
Castleview Partners
Dallas,
Texas
|
$70K
|
+$65.5K
|
+1,540
|
New
|
|
|
23
|
Barclays
London,
United Kingdom
|
$66K
|
+$5.07K
|
+119
|
+9%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$46K
|
–
|
–
|
–
|
|
|
25
|
Context Capital Management
Lajolla,
California
|
$37K
|
+$34.9K
|
+821
|
New
|
|
