|
1
|
|
$19.9M
|
+$7.46M
|
+90,836
|
+61%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$17.6M
|
+$245K
|
+2,981
|
+1%
|
|
|
3
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$15.7M
|
-$863K
|
-10,512
|
-5%
|
|
|
4
|
|
$15.1M
|
+$1.12M
|
+13,693
|
+8%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$10.5M
|
+$4.39M
|
+53,509
|
+74%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$9.95M
|
-$150K
|
-1,826
|
-2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$7.38M
|
-$263K
|
-3,200
|
-3%
|
|
|
8
|
Money Design
Tokyo,
Japan
|
$6.13M
|
-$505K
|
-6,155
|
-8%
|
|
|
9
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$3.66M
|
–
|
–
|
–
|
|
|
10
|
WT Wealth Management
Scottsdale,
Arizona
|
$3.12M
|
+$24.1K
|
+294
|
+0.8%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.1M
|
+$424K
|
+5,171
|
+16%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$2.12M
|
+$1.15M
|
+14,068
|
+124%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.11M
|
-$145K
|
-1,761
|
-6%
|
|
|
14
|
Freemont Management
Vaud,
Switzerland
|
$2.08M
|
–
|
–
|
–
|
|
|
15
|
Prudential plc
London, England,
United Kingdom
|
$2.02M
|
-$175K
|
-2,130
|
-8%
|
|
|
16
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.98M
|
-$133K
|
-1,620
|
-6%
|
|
|
17
|
|
$1.93M
|
+$1.03M
|
+12,591
|
+118%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.83M
|
-$121K
|
-1,470
|
-6%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.81M
|
-$59.2K
|
-721
|
-3%
|
|
|
20
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1.79M
|
–
|
–
|
–
|
|
|
21
|
Bridge Advisory
Pasadena,
California
|
$1.73M
|
+$22.3K
|
+272
|
+1%
|
|
|
22
|
Canal Insurance Company
Greenville,
South Carolina
|
$1.66M
|
–
|
–
|
–
|
|
|
23
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$1.62M
|
-$37.8K
|
-461
|
-2%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.54M
|
-$11.4K
|
-139
|
-0.7%
|
|
|
25
|
Congress Asset Management
Boston,
Massachusetts
|
$1.46M
|
+$1.44M
|
+17,576
|
New
|
|
