|
1
|
Morningstar Investment Services
Chicago,
Illinois
|
$11.9M
|
+$350K
|
+5,606
|
+3%
|
|
|
2
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$8.13M
|
-$82.7K
|
-1,324
|
-1%
|
|
|
3
|
Destination Wealth Management
Walnut Creek,
California
|
$6.51M
|
+$206K
|
+3,296
|
+3%
|
|
|
4
|
|
$5.11M
|
+$2.05M
|
+32,872
|
+68%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.97M
|
-$889K
|
-14,231
|
-18%
|
|
|
6
|
|
$3.75M
|
+$1.56M
|
+25,018
|
+72%
|
|
|
7
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$3.58M
|
-$399K
|
-6,380
|
-10%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$3.31M
|
-$167K
|
-2,672
|
-5%
|
|
|
9
|
|
$2.88M
|
–
|
–
|
–
|
|
|
10
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$2.48M
|
+$2.38M
|
+38,161
|
New
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$1.88M
|
-$225K
|
-3,594
|
-11%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$1.54M
|
-$79.8K
|
-1,277
|
-5%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.36M
|
+$63.2K
|
+1,012
|
+5%
|
|
|
14
|
InterOcean Capital
Chicago,
Illinois
|
$957K
|
-$20.2K
|
-324
|
-2%
|
|
|
15
|
|
$871K
|
+$868K
|
+13,887
|
New
|
|
|
16
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$796K
|
-$76.3K
|
-1,221
|
-9%
|
|
|
17
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$684K
|
+$682K
|
+10,914
|
New
|
|
|
18
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$683K
|
+$15.9K
|
+254
|
+2%
|
|
|
19
|
Freedom Investment Management
Hartford,
Connecticut
|
$584K
|
-$25.7K
|
-411
|
-4%
|
|
|
20
|
WrapManager Inc
Mill Valley,
California
|
$434K
|
-$332K
|
-5,309
|
-43%
|
|
|
21
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$415K
|
-$217K
|
-3,466
|
-34%
|
|
|
22
|
Slow Capital
Greenbrae,
California
|
$352K
|
+$4.19K
|
+67
|
+1%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$310K
|
+$52K
|
+833
|
+20%
|
|
|
24
|
NTV Asset Management
Charleston,
West Virginia
|
$301K
|
-$50K
|
-800
|
-14%
|
|
|
25
|
Brookstone Capital Management
Wheaton,
Illinois
|
$269K
|
-$164K
|
-2,628
|
-38%
|
|
