|
1
|
|
$59M
|
–
|
–
|
–
|
|
|
2
|
Proficio Capital Partners
Newton,
Massachusetts
|
$12M
|
+$301K
|
+17,435
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$7.83M
|
-$303K
|
-17,545
|
-4%
|
|
|
4
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$2.25M
|
-$662K
|
-38,400
|
-23%
|
|
|
5
|
|
$2.23M
|
+$354K
|
+20,555
|
+20%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.53M
|
+$101K
|
+5,830
|
+7%
|
|
|
7
|
|
$1.48M
|
+$1.2M
|
+69,790
|
+554%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.34M
|
+$225K
|
+13,040
|
+21%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1.3M
|
+$450K
|
+26,110
|
+56%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$1.18M
|
+$182K
|
+10,550
|
+19%
|
|
|
11
|
|
$1.17M
|
-$20.5K
|
-1,190
|
-2%
|
|
|
12
|
Longfellow Investment Management
Boston,
Massachusetts
|
$823K
|
–
|
–
|
–
|
|
|
13
|
Gradient Investments
Arden Hills,
Minnesota
|
$686K
|
+$40.3K
|
+2,335
|
+7%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$648K
|
+$226K
|
+13,125
|
+57%
|
|
|
15
|
Coronation Fund Managers
Cape Town,
South Africa
|
$595K
|
+$179K
|
+10,390
|
+45%
|
|
|
16
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$572K
|
+$9.57K
|
+555
|
+2%
|
|
|
17
|
|
$566K
|
-$2.87M
|
-166,660
|
-84%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$511K
|
-$164K
|
-9,510
|
-25%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$503K
|
+$32.5K
|
+1,885
|
+7%
|
|
|
20
|
Freedom Investment Management
Hartford,
Connecticut
|
$474K
|
+$19.7K
|
+1,140
|
+5%
|
|
|
21
|
Ingalls & Snyder LLC
New York
|
$373K
|
–
|
–
|
–
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$270K
|
+$260K
|
+15,075
|
New
|
|
|
23
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$234K
|
+$225K
|
+13,070
|
New
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$207K
|
+$126K
|
+7,310
|
+174%
|
|
|
25
|
TD Ameritrade Trust
Denver,
Colorado
|
$143K
|
-$914K
|
-53,000
|
-87%
|
|
