|
1
|
Rathbones Group
Liverpool,
United Kingdom
|
$5.68M
|
–
|
–
|
–
|
|
|
2
|
Verity Asset Management
Durham,
North Carolina
|
$1.5M
|
-$150K
|
-25,993
|
-9%
|
|
|
3
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$1.28M
|
-$9.73K
|
-1,690
|
-0.7%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.2M
|
-$693K
|
-120,432
|
-36%
|
|
|
5
|
Financial Enhancement Group
Anderson,
Indiana
|
$827K
|
–
|
–
|
–
|
|
|
6
|
|
$383K
|
+$132K
|
+22,907
|
+50%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$361K
|
-$19.7K
|
-3,424
|
-5%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$351K
|
+$3.3K
|
+573
|
+0.9%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$343K
|
+$238K
|
+41,261
|
+207%
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$305K
|
+$13.2K
|
+2,294
|
+4%
|
|
|
11
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$115K
|
-$8.64K
|
-1,500
|
-7%
|
|
|
12
|
D.A. Davidson & Co
Great Falls,
Montana
|
$115K
|
+$5.56K
|
+966
|
+5%
|
|
|
13
|
Two Sigma Securities
New York
|
$85K
|
-$48.6K
|
-8,440
|
-36%
|
|
|
14
|
Ancora Advisors
Cleveland,
Ohio
|
$59K
|
-$77.7K
|
-13,500
|
-56%
|
|
|
15
|
Lucia Wealth Services
San Diego,
California
|
$56K
|
+$57.5K
|
+9,981
|
New
|
|
|
16
|
Global Retirement Partners
San Rafael,
California
|
$30K
|
+$4.18K
|
+726
|
+16%
|
|
|
17
|
|
$26K
|
–
|
–
|
–
|
|
|
18
|
Liberty Wealth Management
Oakland,
California
|
$15K
|
+$15.5K
|
+2,700
|
New
|
|
|
19
|
Reilly Financial Advisors
La Mesa,
California
|
$11K
|
–
|
–
|
–
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11K
|
+$11.8K
|
+2,046
|
New
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
$7K
|
–
|
–
|
–
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$6K
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2K
|
+$1.9K
|
+330
|
New
|
|
|
24
|
Perkins Coie Trust Company
Seattle,
Washington
|
$1K
|
–
|
–
|
–
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$115K
|
-20,149
|
Closed
|
|
