|
1
|
Cresset Asset Management
Chicago,
Illinois
|
$903K
|
–
|
–
|
–
|
|
|
2
|
|
$556K
|
–
|
–
|
–
|
|
|
3
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$527K
|
–
|
–
|
–
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$466K
|
-$296K
|
-10,083
|
-39%
|
|
|
5
|
|
$308K
|
+$58.8K
|
+2,004
|
+24%
|
|
|
6
|
EP Wealth Advisors
Torrance,
California
|
$266K
|
+$260K
|
+8,845
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$260K
|
+$47.3K
|
+1,610
|
+23%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$258K
|
-$822
|
-28
|
-0.3%
|
|
|
9
|
Lunt Capital Management
Holladay,
Utah
|
$242K
|
+$10.1K
|
+345
|
+4%
|
|
|
10
|
Equitable Holdings
New York
|
$230K
|
–
|
–
|
–
|
|
|
11
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$162K
|
+$159K
|
+5,400
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$157K
|
-$12.4K
|
-421
|
-7%
|
|
|
13
|
Spire Wealth Management
Mclean,
Virginia
|
$107K
|
–
|
–
|
–
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$76.1K
|
+$12.4K
|
+421
|
+20%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$42K
|
–
|
–
|
–
|
|
|
16
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$8.74K
|
–
|
–
|
–
|
|
|
17
|
GAMMA Investing
Foster City,
California
|
$8.29K
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$5.95K
|
-$12.9K
|
-440
|
-69%
|
|
|
19
|
William Blair & Company
Chicago,
Illinois
|
$2.61K
|
–
|
–
|
–
|
|
|
20
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.89K
|
–
|
–
|
–
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$1.48K
|
-$17.6K
|
-600
|
-92%
|
|
|
22
|
Harbour Investments
Madison,
Wisconsin
|
$1.41K
|
–
|
–
|
–
|
|
|
23
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$30
|
–
|
–
|
–
|
|
|
24
|
Natural Investments
Windsor,
California
|
–
|
-$1.36M
|
-36,734
|
Closed
|
|
|
25
|
|
–
|
-$879K
|
-29,086
|
Closed
|
|
