|
1
|
|
$24.5M
|
+$3.52M
|
+33,132
|
+16%
|
|
|
2
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$24M
|
+$105K
|
+990
|
+0.4%
|
|
|
3
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$23.1M
|
+$23.7M
|
+223,439
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$21.5M
|
+$3.09M
|
+29,045
|
+16%
|
|
|
5
|
|
$20.5M
|
+$13.8M
|
+129,857
|
+189%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$20.1M
|
+$4.87M
|
+45,810
|
+31%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$9.1M
|
-$123K
|
-1,155
|
-1%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.94M
|
+$1.11M
|
+10,442
|
+14%
|
|
|
9
|
Proficio Capital Partners
Newton,
Massachusetts
|
$8.35M
|
+$2.92M
|
+27,491
|
+51%
|
|
|
10
|
|
$7.86M
|
-$1.59M
|
-14,949
|
-16%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$7.13M
|
+$1.18M
|
+11,087
|
+19%
|
|
|
12
|
Churchill Management
Los Angeles,
California
|
$5.71M
|
+$5.88M
|
+55,299
|
New
|
|
|
13
|
WealthShield Partners
Cary,
North Carolina
|
$3.57M
|
+$1.93M
|
+18,175
|
+111%
|
|
|
14
|
Renaissance Technologies
New York
|
$3.47M
|
+$3.57M
|
+33,600
|
New
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$3.33M
|
+$3.43M
|
+32,266
|
New
|
|
|
16
|
Credit Suisse
Zurich,
Switzerland
|
$3.25M
|
+$159K
|
+1,499
|
+5%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.25M
|
+$35.4K
|
+333
|
+1%
|
|
|
18
|
Woodward Diversified Capital
Bakersfield,
California
|
$3.11M
|
-$120K
|
-1,125
|
-4%
|
|
|
19
|
Prudential plc
London, England,
United Kingdom
|
$2.73M
|
-$132K
|
-1,240
|
-4%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.7M
|
-$150K
|
-1,409
|
-5%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.68M
|
-$4.34M
|
-40,836
|
-61%
|
|
|
22
|
Freemont Management
Vaud,
Switzerland
|
$2.58M
|
–
|
–
|
–
|
|
|
23
|
Rockefeller Capital Management
New York
|
$2.42M
|
-$563K
|
-5,296
|
-18%
|
|
|
24
|
Solstein Capital
Menlo Park,
California
|
$2.37M
|
+$1.1M
|
+10,387
|
+83%
|
|
|
25
|
|
$2.27M
|
-$51.2K
|
-482
|
-2%
|
|
