|
1
|
MAI Capital Management
Independence,
Ohio
|
$13.7M
|
-$794K
|
-16,835
|
-6%
|
|
|
2
|
Natural Investments
Windsor,
California
|
$7.69M
|
-$721K
|
-15,303
|
-10%
|
|
|
3
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$3.48M
|
+$23.4K
|
+497
|
+0.8%
|
|
|
4
|
Green Alpha Advisors
Niwot,
Colorado
|
$3.43M
|
+$2.44M
|
+51,842
|
+462%
|
|
|
5
|
North Berkeley Wealth Management
Berkeley,
California
|
$2.34M
|
-$108K
|
-2,285
|
-5%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.62M
|
-$217K
|
-4,596
|
-13%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.57M
|
+$658K
|
+13,958
|
+94%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$1.42M
|
+$24.4K
|
+518
|
+2%
|
|
|
9
|
PFG Investments
Woodbury,
New York
|
$553K
|
+$199K
|
+4,230
|
+71%
|
|
|
10
|
|
$494K
|
-$320K
|
-6,781
|
-43%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$449K
|
+$389K
|
+8,245
|
New
|
|
|
12
|
|
$438K
|
-$8.16K
|
-173
|
-2%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$206K
|
+$57.9K
|
+1,228
|
+48%
|
|
|
14
|
|
$30.3K
|
–
|
–
|
–
|
|
|
15
|
Sankala Group
Lyons,
Colorado
|
$938
|
+$471
|
+10
|
+100%
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$54
|
+$47
|
+1
|
New
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$1.08M
|
-27,646
|
Closed
|
|
|
18
|
Investment Research Partners
Lemont,
Pennsylvania
|
–
|
-$255K
|
-6,510
|
Closed
|
|
|
19
|
Invested Advisors
State College,
Pennsylvania
|
–
|
-$222K
|
-5,665
|
Closed
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$58K
|
-1,476
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$862
|
-22
|
Closed
|
|
