|
1
|
Bank of America
Charlotte,
North Carolina
|
$16.1M
|
+$2.42M
|
+31,751
|
+15%
|
|
|
2
|
|
$13.5M
|
-$2.68M
|
-35,247
|
-15%
|
|
|
3
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$12.5M
|
-$51.2K
|
-672
|
-0.4%
|
|
|
4
|
|
$9.34M
|
-$3.06M
|
-40,218
|
-22%
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$9.18M
|
+$9.77M
|
+128,354
|
+1,281%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$7.03M
|
-$1.04M
|
-13,651
|
-11%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$5.6M
|
-$331K
|
-4,349
|
-5%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$4.96M
|
-$3.92M
|
-51,536
|
-41%
|
|
|
9
|
Money Design
Tokyo,
Japan
|
$4.62M
|
-$308K
|
-4,047
|
-5%
|
|
|
10
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$2.92M
|
–
|
–
|
–
|
|
|
11
|
|
$2.79M
|
+$1.43M
|
+18,788
|
+81%
|
|
|
12
|
Private Wealth Advisors (California)
Fresno,
California
|
$2.71M
|
+$3.11M
|
+40,809
|
New
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.57M
|
+$1.54M
|
+20,283
|
+110%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.81M
|
-$758K
|
-9,960
|
-27%
|
|
|
15
|
Prudential plc
London, England,
United Kingdom
|
$1.77M
|
+$179K
|
+2,347
|
+10%
|
|
|
16
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.72M
|
+$164K
|
+2,160
|
+9%
|
|
|
17
|
Freemont Management
Vaud,
Switzerland
|
$1.66M
|
–
|
–
|
–
|
|
|
18
|
Bridge Advisory
Pasadena,
California
|
$1.62M
|
+$269K
|
+3,531
|
+17%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.49M
|
-$229K
|
-3,009
|
-12%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.45M
|
+$914
|
+12
|
+0.1%
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
$1.44M
|
+$791K
|
+10,393
|
+92%
|
|
|
22
|
Canal Insurance Company
Greenville,
South Carolina
|
$1.33M
|
–
|
–
|
–
|
|
|
23
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$1.25M
|
-$45.7K
|
-600
|
-3%
|
|
|
24
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1.23M
|
-$227K
|
-2,986
|
-14%
|
|
|
25
|
Congress Asset Management
Boston,
Massachusetts
|
$1.12M
|
-$52.6K
|
-691
|
-4%
|
|
