|
1
|
|
$33.1M
|
+$6.67M
|
+58,487
|
+25%
|
|
|
2
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$25.9M
|
-$136K
|
-1,195
|
-0.5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$25.3M
|
+$2.02M
|
+17,713
|
+9%
|
|
|
4
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$25.3M
|
+$188K
|
+1,646
|
+0.7%
|
|
|
5
|
|
$23.6M
|
+$1.39M
|
+12,220
|
+6%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$17.3M
|
-$4.64M
|
-40,667
|
-21%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$12.7M
|
+$2.9M
|
+25,407
|
+29%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.8M
|
+$1.1M
|
+9,637
|
+11%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$8.16M
|
+$418K
|
+3,669
|
+5%
|
|
|
10
|
Proficio Capital Partners
Newton,
Massachusetts
|
$7.72M
|
-$1.38M
|
-12,110
|
-15%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$7.45M
|
+$4.62M
|
+40,502
|
+156%
|
|
|
12
|
Churchill Management
Los Angeles,
California
|
$6.11M
|
-$96.7K
|
-848
|
-2%
|
|
|
13
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$4.94M
|
+$5.02M
|
+44,000
|
New
|
|
|
14
|
|
$4.46M
|
-$4.15M
|
-36,405
|
-48%
|
|
|
15
|
WT Wealth Management
Scottsdale,
Arizona
|
$4.18M
|
+$4.25M
|
+37,304
|
New
|
|
|
16
|
WealthShield Partners
Cary,
North Carolina
|
$3.82M
|
-$57.2K
|
-502
|
-1%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.63M
|
+$100K
|
+879
|
+3%
|
|
|
18
|
Renaissance Technologies
New York
|
$3.58M
|
-$194K
|
-1,700
|
-5%
|
|
|
19
|
Sterling Manor Financial
Saratoga Springs,
New York
|
$3.48M
|
+$3.02M
|
+26,540
|
+599%
|
|
|
20
|
Woodward Diversified Capital
Bakersfield,
California
|
$3.19M
|
-$195K
|
-1,709
|
-6%
|
|
|
21
|
Freemont Management
Vaud,
Switzerland
|
$2.81M
|
–
|
–
|
–
|
|
|
22
|
Rockefeller Capital Management
New York
|
$2.79M
|
+$155K
|
+1,358
|
+6%
|
|
|
23
|
Solstein Capital
Menlo Park,
California
|
$2.63M
|
+$50.4K
|
+442
|
+2%
|
|
|
24
|
|
$2.47M
|
–
|
–
|
–
|
|
|
25
|
Peak Financial Advisors
Denver,
Colorado
|
$2.41M
|
+$82.5K
|
+724
|
+3%
|
|
