|
1
|
|
$67.6M
|
–
|
–
|
–
|
|
|
2
|
|
$37.4M
|
-$5.89M
|
-129,921
|
-13%
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
$30.3M
|
+$1.22M
|
+26,962
|
+4%
|
|
|
4
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$27.8M
|
+$28.5M
|
+627,724
|
New
|
|
|
5
|
Barings
Charlotte,
North Carolina
|
$20.3M
|
+$7.61M
|
+167,713
|
+58%
|
|
|
6
|
|
$18.8M
|
+$3.27M
|
+72,134
|
+20%
|
|
|
7
|
|
$16.8M
|
+$17.3M
|
+380,821
|
New
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$7.05M
|
-$656K
|
-14,468
|
-8%
|
|
|
9
|
UBP Investment Advisors
Geneva,
Switzerland
|
$6.6M
|
+$788K
|
+17,366
|
+13%
|
|
|
10
|
|
$6.51M
|
–
|
–
|
–
|
|
|
11
|
HSBC Holdings
London,
United Kingdom
|
$6.32M
|
-$499K
|
-11,000
|
-7%
|
|
|
12
|
6 Meridian
Wichita,
Kansas
|
$5.16M
|
+$34.8K
|
+767
|
+0.7%
|
|
|
13
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$4.38M
|
+$73K
|
+1,609
|
+2%
|
|
|
14
|
Checchi Capital Advisers
Beverly Hills,
California
|
$4.18M
|
+$91.2K
|
+2,011
|
+2%
|
|
|
15
|
Vicus Capital
State College,
Pennsylvania
|
$4.06M
|
+$83K
|
+1,831
|
+2%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$3.88M
|
-$633K
|
-13,962
|
-14%
|
|
|
17
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$3.25M
|
-$13.4K
|
-295
|
-0.4%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.75M
|
+$1.78M
|
+39,300
|
+183%
|
|
|
19
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$2.36M
|
-$7.71K
|
-170
|
-0.3%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.25M
|
-$455K
|
-10,023
|
-16%
|
|
|
21
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$2.24M
|
-$11.6K
|
-256
|
-0.5%
|
|
|
22
|
Perella Weinberg Partners Capital Management
New York
|
$2.11M
|
-$635K
|
-13,993
|
-23%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$2.06M
|
+$81.6K
|
+1,799
|
+4%
|
|
|
24
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$1.64M
|
-$18.8K
|
-415
|
-1%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.62M
|
+$167K
|
+3,688
|
+11%
|
|
