|
1
|
Natural Investments
Windsor,
California
|
$1.36M
|
+$1.08M
|
+36,734
|
New
|
|
|
2
|
Cresset Asset Management
Chicago,
Illinois
|
$895K
|
+$17.5K
|
+596
|
+2%
|
|
|
3
|
|
$879K
|
-$3.56M
|
-120,947
|
-81%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$773K
|
+$278K
|
+9,438
|
+58%
|
|
|
5
|
|
$551K
|
–
|
–
|
–
|
|
|
6
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$530K
|
–
|
–
|
–
|
|
|
7
|
Flow Traders U.S.
New York
|
$360K
|
+$350K
|
+11,903
|
New
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$261K
|
+$29
|
+1
|
+0%
|
|
|
9
|
|
$250K
|
-$29
|
-1
|
-0%
|
|
|
10
|
Lunt Capital Management
Holladay,
Utah
|
$233K
|
–
|
–
|
–
|
|
|
11
|
Equitable Holdings
New York
|
$232K
|
+$882
|
+30
|
+0.4%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$213K
|
-$7.7K
|
-262
|
-4%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$170K
|
-$656K
|
-22,297
|
-80%
|
|
|
14
|
Spire Wealth Management
Mclean,
Virginia
|
$107K
|
-$262K
|
-8,913
|
-71%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$63.9K
|
-$104K
|
-3,530
|
-63%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$42K
|
-$106K
|
-3,621
|
-72%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$19.6K
|
+$17.6K
|
+600
|
+1,224%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$19.3K
|
-$382
|
-13
|
-2%
|
|
|
19
|
Larson Financial Group
St Louis,
Missouri
|
$12.1K
|
–
|
–
|
–
|
|
|
20
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$8.79K
|
–
|
–
|
–
|
|
|
21
|
GAMMA Investing
Foster City,
California
|
$8.34K
|
–
|
–
|
–
|
|
|
22
|
William Blair & Company
Chicago,
Illinois
|
$2.63K
|
–
|
–
|
–
|
|
|
23
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.88K
|
–
|
–
|
–
|
|
|
24
|
Harbour Investments
Madison,
Wisconsin
|
$1.42K
|
–
|
–
|
–
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
$483
|
+$470
|
+16
|
New
|
|
