|
1
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$106M
|
+$4.95K
|
+138
|
+0%
|
|
|
2
|
TAP Consulting
Kirkwood,
Missouri
|
$8.67M
|
+$305K
|
+8,495
|
+4%
|
|
|
3
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.91M
|
-$611K
|
-17,053
|
-13%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1M
|
+$573K
|
+15,974
|
+127%
|
|
|
5
|
Appleton Partners
Boston,
Massachusetts
|
$688K
|
+$9.32K
|
+260
|
+1%
|
|
|
6
|
Cetera Advisor Networks
El Segundo,
California
|
$265K
|
+$271K
|
+7,559
|
New
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$260K
|
+$125K
|
+3,476
|
+88%
|
|
|
8
|
Firestone Capital Management
Coral Gables,
Florida
|
$192K
|
–
|
–
|
–
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$60K
|
-$5.38K
|
-150
|
-8%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$23K
|
+$23.2K
|
+648
|
New
|
|
|
11
|
Creative Financial Designs
Kokomo,
Indiana
|
$21K
|
+$21.1K
|
+590
|
New
|
|
|
12
|
|
$17K
|
–
|
–
|
–
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$10K
|
+$10.3K
|
+288
|
New
|
|
|
14
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
–
|
-$616K
|
-17,800
|
Closed
|
|
|
15
|
|
–
|
-$16K
|
-450
|
Closed
|
|
|
16
|
Strategic Blueprint
Atlanta,
Georgia
|
–
|
-$8K
|
-218
|
Closed
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$36
|
+1
|
New
|
|
