|
1
|
Morningstar Investment Services
Chicago,
Illinois
|
$11.4M
|
-$561K
|
-9,064
|
-5%
|
|
|
2
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$7.92M
|
+$213K
|
+3,444
|
+3%
|
|
|
3
|
Destination Wealth Management
Walnut Creek,
California
|
$6.61M
|
+$126K
|
+2,027
|
+2%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.24M
|
+$5.02M
|
+81,060
|
+501%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$4.93M
|
-$491K
|
-7,935
|
-9%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.76M
|
+$572K
|
+9,240
|
+19%
|
|
|
7
|
Lazard Asset Management
New York
|
$3.72M
|
-$318K
|
-5,130
|
-8%
|
|
|
8
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$3.43M
|
+$3.31M
|
+53,428
|
New
|
|
|
9
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$3.4M
|
+$3.28M
|
+52,940
|
New
|
|
|
10
|
|
$2.73M
|
+$2.63M
|
+42,479
|
New
|
|
|
11
|
|
$2.71M
|
-$1.12M
|
-18,141
|
-30%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$1.69M
|
-$1.27M
|
-20,583
|
-44%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.44M
|
+$71K
|
+1,147
|
+5%
|
|
|
14
|
InterOcean Capital
Chicago,
Illinois
|
$1.04M
|
+$59.6K
|
+962
|
+6%
|
|
|
15
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$977K
|
-$96.2K
|
-1,553
|
-9%
|
|
|
16
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$893K
|
-$124K
|
-2,000
|
-13%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$844K
|
+$815K
|
+13,155
|
New
|
|
|
18
|
WrapManager Inc
Mill Valley,
California
|
$805K
|
+$777K
|
+12,552
|
New
|
|
|
19
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$657K
|
-$79.4K
|
-1,282
|
-11%
|
|
|
20
|
Freedom Investment Management
Hartford,
Connecticut
|
$636K
|
-$11.5K
|
-185
|
-2%
|
|
|
21
|
Versant Capital Management
Phoenix,
Arizona
|
$558K
|
–
|
–
|
–
|
|
|
22
|
Brookstone Capital Management
Wheaton,
Illinois
|
$518K
|
+$499K
|
+8,066
|
New
|
|
|
23
|
Adell Harriman & Carpenter
Houston,
Texas
|
$478K
|
-$117K
|
-1,891
|
-20%
|
|
|
24
|
Fidelity International
Hamilton,
Bermuda
|
$465K
|
-$67K
|
-1,082
|
-13%
|
|
|
25
|
Slow Capital
Greenbrae,
California
|
$363K
|
-$18.6K
|
-301
|
-5%
|
|
