|
1
|
WealthSource Partners
San Luis Obispo,
California
|
$3.51M
|
+$20K
|
+2,778
|
+0.6%
|
|
|
2
|
McDaniel Terry & Co
Austin,
Texas
|
$2.2M
|
-$1.78M
|
-247,115
|
-44%
|
|
|
3
|
Beck Bode LLC
Dedham,
Massachusetts
|
$2.03M
|
+$126K
|
+17,460
|
+6%
|
|
|
4
|
Mraz Amerine & Associates
Modesto,
California
|
$1.52M
|
+$533
|
+74
|
+0%
|
|
|
5
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$1.5M
|
+$180K
|
+25,000
|
+13%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.44M
|
+$787K
|
+109,250
|
+110%
|
|
|
7
|
|
$1.25M
|
+$98K
|
+13,610
|
+8%
|
|
|
8
|
Horizon Kinetics Asset Management
New York
|
$1M
|
+$62.7K
|
+8,703
|
+6%
|
|
|
9
|
Millennium Management
New York
|
$994K
|
+$1.03M
|
+143,446
|
New
|
|
|
10
|
Bramshill Investments
Naples,
Florida
|
$971K
|
-$107K
|
-14,827
|
-10%
|
|
|
11
|
Beacon Pointe Advisors
Newport Beach,
California
|
$964K
|
–
|
–
|
–
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$714K
|
-$168K
|
-23,384
|
-19%
|
|
|
13
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$648K
|
-$505K
|
-70,186
|
-43%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$574K
|
+$28.8K
|
+3,998
|
+5%
|
|
|
15
|
|
$400K
|
-$307K
|
-42,577
|
-42%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$383K
|
-$21.8K
|
-3,030
|
-5%
|
|
|
17
|
|
$382K
|
+$135K
|
+18,774
|
+52%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$377K
|
-$34.8K
|
-4,839
|
-8%
|
|
|
19
|
ALPS Advisors
Denver,
Colorado
|
$353K
|
+$154K
|
+21,436
|
+73%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$337K
|
-$35.4K
|
-4,922
|
-9%
|
|
|
21
|
Waverly Advisors
Birmingham,
Alabama
|
$299K
|
+$21.6K
|
+3,000
|
+7%
|
|
|
22
|
Bay Colony Advisors
Concord,
Massachusetts
|
$283K
|
–
|
–
|
–
|
|
|
23
|
Moors & Cabot
Boston,
Massachusetts
|
$254K
|
+$2.16K
|
+300
|
+0.8%
|
|
|
24
|
|
$244K
|
+$24.9K
|
+3,459
|
+11%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$236K
|
+$58
|
+8
|
+0%
|
|
