|
1
|
|
$124M
|
-$11.5M
|
-583,694
|
-9%
|
|
|
2
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$23.5M
|
+$22.3M
|
+1,129,221
|
+4,339%
|
|
|
3
|
Research Affiliates
Newport Beach,
California
|
$14.1M
|
+$1.15M
|
+58,172
|
+9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7.8M
|
-$821K
|
-41,571
|
-10%
|
|
|
5
|
|
$7.4M
|
+$186K
|
+9,436
|
+3%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.73M
|
+$1.83M
|
+92,561
|
+39%
|
|
|
7
|
|
$5.93M
|
-$541K
|
-27,399
|
-9%
|
|
|
8
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$5.3M
|
+$264K
|
+13,385
|
+5%
|
|
|
9
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$5.03M
|
+$1.44M
|
+73,040
|
+42%
|
|
|
10
|
HSBC Holdings
London,
United Kingdom
|
$3.52M
|
-$59.2K
|
-3,000
|
-2%
|
|
|
11
|
New York Life Investment Management
New York
|
$3.17M
|
–
|
–
|
–
|
|
|
12
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$2.43M
|
+$2.36M
|
+119,676
|
New
|
|
|
13
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.81M
|
+$461K
|
+23,324
|
+35%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.56M
|
-$810K
|
-41,006
|
-35%
|
|
|
15
|
Placemark Investments
Chicago,
Illinois
|
$1.47M
|
-$602K
|
-30,501
|
-30%
|
|
|
16
|
BB&T Securities
Richmond,
Virginia
|
$1.47M
|
+$5.81K
|
+294
|
+0.4%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.45M
|
-$125K
|
-6,344
|
-8%
|
|
|
18
|
Bluefin Capital Management
New York
|
$1.2M
|
+$1.21M
|
+61,256
|
New
|
|
|
19
|
Mid Continent Capital
Chicago,
Illinois
|
$1.02M
|
+$342K
|
+17,305
|
+52%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$872K
|
-$53.7K
|
-2,721
|
-6%
|
|
|
21
|
|
$835K
|
+$272K
|
+13,793
|
+50%
|
|
|
22
|
Daiwa Securities Group
Tokyo,
Japan
|
$792K
|
+$257K
|
+13,000
|
+50%
|
|
|
23
|
Galaxy Capital Trading
Road Town,
British Virgin Islands
|
$647K
|
+$630K
|
+31,885
|
New
|
|
|
24
|
Madison Investment Holdings
Madison,
Wisconsin
|
$575K
|
–
|
–
|
–
|
|
|
25
|
|
$375K
|
+$365K
|
+18,473
|
New
|
|
