|
1
|
DZ Bank
Frankfurt Am Main,
Germany
|
$160M
|
+$298K
|
+65,380
|
New
|
|
|
2
|
|
$23.1M
|
-$652K
|
-142,905
|
-3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$17M
|
+$676K
|
+148,199
|
+5%
|
|
|
4
|
D.A. Davidson & Co
Great Falls,
Montana
|
$16.9M
|
+$679K
|
+148,701
|
+5%
|
|
|
5
|
KWMG LLC
Overland Park,
Kansas
|
$6.21M
|
-$1.74M
|
-381,034
|
-23%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$5.04M
|
+$2.77M
|
+606,449
|
+148%
|
|
|
7
|
Ancora Advisors
Cleveland,
Ohio
|
$4.39M
|
+$324K
|
+71,000
|
+9%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.28M
|
+$2.47M
|
+541,335
|
+446%
|
|
|
9
|
First Quadrant
Glendale,
California
|
$1.68M
|
-$164K
|
-35,838
|
-10%
|
|
|
10
|
Wealthspire Advisors (New York)
New York
|
$923K
|
+$850K
|
+186,365
|
New
|
|
|
11
|
Principal Financial Group
Des Moines,
Iowa
|
$864K
|
+$65.9K
|
+14,434
|
+9%
|
|
|
12
|
Sutton Wealth Advisors
Tampa,
Florida
|
$746K
|
-$59.5K
|
-13,034
|
-8%
|
|
|
13
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$540K
|
–
|
–
|
–
|
|
|
14
|
First National Trust
Hermitage,
Pennsylvania
|
$313K
|
–
|
–
|
–
|
|
|
15
|
Sepio Capital
Salt Lake City,
Utah
|
$256K
|
–
|
–
|
–
|
|
|
16
|
Davidson Trust Company
Seattle,
Washington
|
$207K
|
-$12.2K
|
-2,669
|
-6%
|
|
|
17
|
Addison Advisors
Middlebury,
Vermont
|
$197K
|
+$182K
|
+39,784
|
New
|
|
|
18
|
CPWM LLC
Seattle,
Washington
|
$170K
|
–
|
–
|
–
|
|
|
19
|
Financial Life Advisors
San Antonio,
Texas
|
$129K
|
-$37.6K
|
-8,247
|
-24%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$104K
|
+$5.93K
|
+1,300
|
+7%
|
|
|
21
|
Eaton Vance Management
Boston,
Massachusetts
|
$87K
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$84K
|
-$28.2K
|
-6,175
|
-27%
|
|
|
23
|
|
$73K
|
-$4.93K
|
-1,081
|
-7%
|
|
|
24
|
|
$72K
|
-$217K
|
-47,577
|
-77%
|
|
|
25
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$70K
|
-$8.44K
|
-1,850
|
-11%
|
|
