|
1
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$31.4M
|
+$57.8K
|
+588
|
+0.2%
|
|
|
2
|
|
$21.5M
|
-$3.29M
|
-33,513
|
-12%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$19.8M
|
+$10.4M
|
+105,499
|
+86%
|
|
|
4
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$18.8M
|
-$1.05M
|
-10,649
|
-5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$17.4M
|
+$2.97M
|
+30,209
|
+18%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$16.1M
|
+$11M
|
+112,282
|
+153%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$9.35M
|
+$211K
|
+2,145
|
+2%
|
|
|
8
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$5.73M
|
+$2.16M
|
+22,000
|
+50%
|
|
|
9
|
Rockefeller Capital Management
New York
|
$3.91M
|
+$1.89M
|
+19,288
|
+75%
|
|
|
10
|
WT Wealth Management
Scottsdale,
Arizona
|
$3.37M
|
-$43.3K
|
-441
|
-1%
|
|
|
11
|
Proficio Capital Partners
Newton,
Massachusetts
|
$3.28M
|
-$1.26M
|
-12,835
|
-25%
|
|
|
12
|
Millennium Management
New York
|
$3.08M
|
+$3.48M
|
+35,439
|
New
|
|
|
13
|
VanEck Associates
New York
|
$3.02M
|
+$3.41M
|
+34,704
|
+34,360%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.85M
|
-$53K
|
-540
|
-2%
|
|
|
15
|
Marshall Wace
London,
United Kingdom
|
$2.52M
|
-$16.3K
|
-166
|
-0.6%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.29M
|
+$12.4K
|
+126
|
+0.5%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.26M
|
+$189K
|
+1,922
|
+8%
|
|
|
18
|
Freemont Management
Vaud,
Switzerland
|
$2.17M
|
–
|
–
|
–
|
|
|
19
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$2.1M
|
+$249K
|
+2,540
|
+12%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.03M
|
-$101K
|
-1,032
|
-4%
|
|
|
21
|
Peak Financial Advisors
Denver,
Colorado
|
$2M
|
-$10.3K
|
-105
|
-0.5%
|
|
|
22
|
|
$1.91M
|
–
|
–
|
–
|
|
|
23
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.87M
|
+$152K
|
+1,545
|
+8%
|
|
|
24
|
Canal Insurance Company
Greenville,
South Carolina
|
$1.74M
|
+$1.47M
|
+15,000
|
+300%
|
|
|
25
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$1.71M
|
+$3.73K
|
+38
|
+0.2%
|
|
