|
1
|
Bank of America
Charlotte,
North Carolina
|
$17M
|
-$302K
|
-3,545
|
-2%
|
|
|
2
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$16.3M
|
-$428K
|
-5,029
|
-2%
|
|
|
3
|
|
$13.7M
|
-$3.45M
|
-40,488
|
-19%
|
|
|
4
|
|
$12.1M
|
+$1.96M
|
+23,075
|
+18%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$9.91M
|
-$297K
|
-3,488
|
-3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$7.51M
|
-$219K
|
-2,577
|
-3%
|
|
|
7
|
Money Design
Tokyo,
Japan
|
$6.51M
|
-$206K
|
-2,414
|
-3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$5.93M
|
-$223K
|
-2,614
|
-3%
|
|
|
9
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$3.59M
|
–
|
–
|
–
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.21M
|
+$117K
|
+1,374
|
+4%
|
|
|
11
|
WT Wealth Management
Scottsdale,
Arizona
|
$3.03M
|
+$330K
|
+3,872
|
+12%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.62M
|
+$1.5M
|
+17,591
|
+121%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.22M
|
+$25.4K
|
+298
|
+1%
|
|
|
14
|
Prudential plc
London, England,
United Kingdom
|
$2.16M
|
+$330K
|
+3,870
|
+17%
|
|
|
15
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$2.07M
|
+$295K
|
+3,459
|
+16%
|
|
|
16
|
Freemont Management
Vaud,
Switzerland
|
$2.04M
|
–
|
–
|
–
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.91M
|
-$10.3K
|
-121
|
-0.5%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.83M
|
-$39.1K
|
-459
|
-2%
|
|
|
19
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1.76M
|
-$919K
|
-10,790
|
-33%
|
|
|
20
|
Bridge Advisory
Pasadena,
California
|
$1.68M
|
+$191K
|
+2,239
|
+12%
|
|
|
21
|
Canal Insurance Company
Greenville,
South Carolina
|
$1.64M
|
–
|
–
|
–
|
|
|
22
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$1.63M
|
+$29.8K
|
+350
|
+2%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.61M
|
+$1.43M
|
+16,792
|
+580%
|
|
|
24
|
Marshall Wace
London,
United Kingdom
|
$1.56M
|
+$426K
|
+5,000
|
+35%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.52M
|
-$1.12M
|
-13,138
|
-41%
|
|
