|
1
|
Coldstream Capital Management
Bellevue,
Washington
|
$22.6M
|
-$378K
|
-15,139
|
-2%
|
|
|
2
|
Wellington Management Group
Boston,
Massachusetts
|
$5.04M
|
-$59K
|
-2,364
|
-1%
|
|
|
3
|
Resource Planning Group
Atlanta,
Georgia
|
$1.34M
|
-$151K
|
-6,053
|
-10%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$1.25M
|
+$25.1K
|
+1,007
|
+2%
|
|
|
5
|
Newport Wealth Strategies
Irvine,
California
|
$838K
|
+$399K
|
+15,990
|
+88%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$759K
|
+$316K
|
+12,666
|
+69%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$645K
|
+$133K
|
+5,311
|
+25%
|
|
|
8
|
|
$555K
|
+$45K
|
+1,801
|
+9%
|
|
|
9
|
Advisory Services Network
Atlanta,
Georgia
|
$510K
|
+$270K
|
+10,797
|
+108%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$452K
|
-$1.65K
|
-66
|
-0.4%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$349K
|
-$23.3K
|
-932
|
-6%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$323K
|
+$19.2K
|
+770
|
+6%
|
|
|
13
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$286K
|
-$29.9K
|
-1,199
|
-9%
|
|
|
14
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$243K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$201K
|
–
|
–
|
–
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$158K
|
-$851K
|
-34,093
|
-84%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$69K
|
+$200
|
+8
|
+0.3%
|
|
|
18
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
19
|
Brown Brothers Harriman & Co
New York
|
–
|
-$53K
|
-2,089
|
Closed
|
|
|
20
|
|
–
|
-$4.42K
|
-177
|
-91%
|
|
