|
1
|
Coldstream Capital Management
Bellevue,
Washington
|
$20.2M
|
-$748K
|
-31,614
|
-4%
|
|
|
2
|
Wellington Management Group
Boston,
Massachusetts
|
$3.46M
|
-$963K
|
-40,694
|
-21%
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$2.94M
|
+$3M
|
+126,527
|
New
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$1.4M
|
+$792K
|
+33,459
|
+124%
|
|
|
5
|
Resource Planning Group
Atlanta,
Georgia
|
$1.27M
|
–
|
–
|
–
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.18M
|
-$190K
|
-8,024
|
-14%
|
|
|
7
|
Beacon Pointe Advisors
Newport Beach,
California
|
$735K
|
+$749K
|
+31,630
|
New
|
|
|
8
|
|
$681K
|
+$199K
|
+8,391
|
+40%
|
|
|
9
|
Flow Traders U.S.
New York
|
$548K
|
+$304K
|
+12,826
|
+119%
|
|
|
10
|
Advisory Services Network
Atlanta,
Georgia
|
$457K
|
+$5.8K
|
+245
|
+1%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$456K
|
-$18.9K
|
-797
|
-4%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$356K
|
+$167K
|
+7,074
|
+86%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$312K
|
-$1.94K
|
-82
|
-0.6%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$302K
|
-$5.85K
|
-247
|
-2%
|
|
|
15
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$116K
|
-$21.3K
|
-900
|
-15%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$43K
|
+$1.18K
|
+50
|
+3%
|
|
|
17
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$28K
|
-$23.7K
|
-1,000
|
-45%
|
|
|
18
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.78M
|
-73,774
|
Closed
|
|
|
20
|
Eaton Vance Management
Boston,
Massachusetts
|
–
|
-$5K
|
-200
|
Closed
|
|
