|
1
|
Morningstar Investment Services
Chicago,
Illinois
|
$12.1M
|
+$501K
|
+7,787
|
+4%
|
|
|
2
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$8.12M
|
+$65.8K
|
+1,024
|
+0.8%
|
|
|
3
|
Destination Wealth Management
Walnut Creek,
California
|
$6.55M
|
-$165K
|
-2,560
|
-2%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.05M
|
-$1.27M
|
-19,741
|
-20%
|
|
|
5
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$4.13M
|
+$643K
|
+10,005
|
+19%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.73M
|
-$90.4K
|
-1,407
|
-2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$3.61M
|
-$1.38M
|
-21,467
|
-28%
|
|
|
8
|
|
$3.17M
|
+$390K
|
+6,071
|
+14%
|
|
|
9
|
|
$2.99M
|
+$2.95M
|
+45,923
|
New
|
|
|
10
|
|
$2.26M
|
-$482K
|
-7,495
|
-18%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$2.19M
|
+$1.31M
|
+20,448
|
+155%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$1.69M
|
-$30.1K
|
-468
|
-2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.35M
|
-$106K
|
-1,650
|
-7%
|
|
|
14
|
InterOcean Capital
Chicago,
Illinois
|
$1.02M
|
-$38.2K
|
-595
|
-4%
|
|
|
15
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$907K
|
–
|
–
|
–
|
|
|
16
|
WrapManager Inc
Mill Valley,
California
|
$797K
|
-$20.6K
|
-320
|
-3%
|
|
|
17
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$693K
|
+$25.6K
|
+399
|
+4%
|
|
|
18
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$657K
|
-$330K
|
-5,141
|
-34%
|
|
|
19
|
Freedom Investment Management
Hartford,
Connecticut
|
$634K
|
-$12.6K
|
-196
|
-2%
|
|
|
20
|
Versant Capital Management
Phoenix,
Arizona
|
$582K
|
+$14.6K
|
+227
|
+3%
|
|
|
21
|
Brookstone Capital Management
Wheaton,
Illinois
|
$451K
|
-$73.5K
|
-1,143
|
-14%
|
|
|
22
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$367K
|
–
|
–
|
–
|
|
|
23
|
NTV Asset Management
Charleston,
West Virginia
|
$365K
|
–
|
–
|
–
|
|
|
24
|
Slow Capital
Greenbrae,
California
|
$361K
|
-$7.58K
|
-118
|
-2%
|
|
|
25
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$310K
|
+$306K
|
+4,760
|
New
|
|
