|
1
|
|
$39.7M
|
-$1.5M
|
-14,208
|
-4%
|
|
|
2
|
|
$11.2M
|
+$2.05M
|
+19,456
|
+24%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$6.95M
|
+$593K
|
+5,617
|
+10%
|
|
|
4
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$6.19M
|
-$169K
|
-1,600
|
-3%
|
|
|
5
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$4.63M
|
+$4.47M
|
+42,290
|
New
|
|
|
6
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$4.24M
|
+$323K
|
+3,063
|
+9%
|
|
|
7
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$4.08M
|
-$3.17K
|
-30
|
-0.1%
|
|
|
8
|
|
$3.41M
|
-$2.99M
|
-28,356
|
-48%
|
|
|
9
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$2.75M
|
–
|
–
|
–
|
|
|
10
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$2.09M
|
+$2.02M
|
+19,100
|
New
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$2.08M
|
+$176K
|
+1,665
|
+10%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.97M
|
+$55.2K
|
+523
|
+3%
|
|
|
13
|
Slow Capital
Greenbrae,
California
|
$1.93M
|
+$1.86M
|
+17,642
|
New
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.65M
|
+$1.16K
|
+11
|
+0.1%
|
|
|
15
|
Nomura Asset Management
Tokyo,
Japan
|
$1.44M
|
+$275K
|
+2,600
|
+25%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$1.34M
|
-$670K
|
-6,345
|
-34%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.33M
|
-$6.4M
|
-60,629
|
-83%
|
|
|
18
|
WrapManager Inc
Mill Valley,
California
|
$1.32M
|
-$25.4K
|
-241
|
-2%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$1.16M
|
+$647K
|
+6,126
|
+136%
|
|
|
20
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$1.15M
|
–
|
–
|
–
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.07M
|
+$112K
|
+1,064
|
+12%
|
|
|
22
|
Brookstone Capital Management
Wheaton,
Illinois
|
$956K
|
-$80.6K
|
-763
|
-8%
|
|
|
23
|
InterOcean Capital
Chicago,
Illinois
|
$948K
|
+$48.6K
|
+460
|
+6%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$917K
|
+$53.1K
|
+503
|
+6%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$781K
|
-$10.2K
|
-97
|
-1%
|
|
