|
1
|
Bank of America
Charlotte,
North Carolina
|
$105M
|
+$93.3M
|
+1,619,928
|
+3,032%
|
|
|
2
|
Richard Bernstein Advisors
New York
|
$51M
|
+$46.9M
|
+814,694
|
New
|
|
|
3
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$7.84M
|
+$129K
|
+2,248
|
+2%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.37M
|
+$4.02M
|
+69,727
|
New
|
|
|
5
|
|
$3.77M
|
-$2.34M
|
-40,566
|
-40%
|
|
|
6
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$3.22M
|
+$2.96M
|
+51,466
|
New
|
|
|
7
|
|
$2.77M
|
+$2.55M
|
+44,298
|
New
|
|
|
8
|
SVB Wealth
Boston,
Massachusetts
|
$1.93M
|
+$1.78M
|
+30,893
|
New
|
|
|
9
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.64M
|
+$1.44M
|
+25,028
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.6M
|
-$997K
|
-17,319
|
-40%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$1.49M
|
+$165K
|
+2,867
|
+14%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$1.37M
|
-$2.51M
|
-43,643
|
-67%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.19M
|
-$190K
|
-3,294
|
-15%
|
|
|
14
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$950K
|
+$874K
|
+15,171
|
New
|
|
|
15
|
Mutual Advisors
Omaha,
Nebraska
|
$918K
|
+$844K
|
+14,658
|
New
|
|
|
16
|
Flow Traders U.S.
New York
|
$801K
|
+$737K
|
+12,800
|
New
|
|
|
17
|
Beam Wealth Advisors
Covington,
Louisiana
|
$735K
|
+$108K
|
+1,876
|
+20%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$623K
|
+$574K
|
+9,963
|
New
|
|
|
19
|
Venturi Wealth Management
Austin,
Texas
|
$415K
|
+$382K
|
+6,630
|
New
|
|
|
20
|
20/20 Capital Management
Costa Mesa,
California
|
$413K
|
-$83.2K
|
-1,444
|
-19%
|
|
|
21
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$342K
|
+$315K
|
+5,469
|
New
|
|
|
22
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$339K
|
-$18K
|
-313
|
-5%
|
|
|
23
|
Slow Capital
Greenbrae,
California
|
$329K
|
-$3.74K
|
-65
|
-1%
|
|
|
24
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$328K
|
-$210K
|
-3,651
|
-41%
|
|
|
25
|
Freedom Investment Management
Hartford,
Connecticut
|
$280K
|
-$28.3K
|
-492
|
-10%
|
|
