|
1
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$19.7M
|
-$108K
|
-1,337
|
-0.6%
|
|
|
2
|
|
$17.3M
|
+$2.35M
|
+29,063
|
+17%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$15.2M
|
+$1.94M
|
+24,037
|
+15%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$12.7M
|
+$615K
|
+7,604
|
+5%
|
|
|
5
|
|
$7.74M
|
+$6.2M
|
+76,602
|
+529%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$7.59M
|
-$749K
|
-9,265
|
-9%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.46M
|
+$3.57M
|
+44,124
|
+138%
|
|
|
8
|
|
$5.83M
|
-$8.59M
|
-106,229
|
-61%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.67M
|
-$2.08M
|
-25,736
|
-28%
|
|
|
10
|
Glen Point Capital
London,
United Kingdom
|
$4.96M
|
+$4.72M
|
+58,400
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$4.93M
|
+$1.32M
|
+16,304
|
+39%
|
|
|
12
|
Proficio Capital Partners
Newton,
Massachusetts
|
$4.54M
|
+$243K
|
+3,000
|
+6%
|
|
|
13
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$3.74M
|
+$3.56M
|
+44,000
|
New
|
|
|
14
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.6M
|
+$1.26M
|
+15,577
|
+58%
|
|
|
15
|
Woodward Diversified Capital
Bakersfield,
California
|
$2.65M
|
-$49.5K
|
-612
|
-2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.65M
|
-$188K
|
-2,326
|
-7%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.61M
|
+$1.51M
|
+18,635
|
+154%
|
|
|
18
|
Credit Suisse
Zurich,
Switzerland
|
$2.55M
|
-$460K
|
-5,693
|
-16%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$2.44M
|
+$2.33M
|
+28,779
|
New
|
|
|
20
|
Prudential plc
London, England,
United Kingdom
|
$2.35M
|
+$283K
|
+3,500
|
+14%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.34M
|
+$501K
|
+6,189
|
+29%
|
|
|
22
|
Freemont Management
Vaud,
Switzerland
|
$2.12M
|
–
|
–
|
–
|
|
|
23
|
|
$1.91M
|
+$39K
|
+482
|
+2%
|
|
|
24
|
Peak Financial Advisors
Denver,
Colorado
|
$1.83M
|
-$265K
|
-3,278
|
-13%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$1.58M
|
-$1.35M
|
-16,670
|
-47%
|
|
