|
1
|
Money Design
Tokyo,
Japan
|
$12M
|
+$2.07M
|
+14,795
|
+22%
|
|
|
2
|
|
$9.7M
|
+$9.14M
|
+65,403
|
+4,632%
|
|
|
3
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$5.77M
|
+$48.2K
|
+345
|
+0.9%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$5.3M
|
-$4.91M
|
-35,127
|
-49%
|
|
|
5
|
|
$4.8M
|
-$4.07M
|
-29,158
|
-47%
|
|
|
6
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$4.69M
|
+$12.5M
|
+89,665
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$3.76M
|
-$1.77M
|
-12,667
|
-33%
|
|
|
8
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.41M
|
-$190K
|
-1,360
|
-5%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$3.15M
|
-$172K
|
-1,234
|
-5%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$2.39M
|
-$238K
|
-1,702
|
-9%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$2.21M
|
+$2.13M
|
+15,256
|
New
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$2.14M
|
+$270K
|
+1,935
|
+15%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.14M
|
-$938K
|
-6,716
|
-31%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$2.08M
|
-$216K
|
-1,545
|
-10%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.71M
|
+$431K
|
+3,084
|
+35%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.71M
|
-$89.8K
|
-643
|
-5%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.57M
|
+$53.5K
|
+383
|
+4%
|
|
|
18
|
VanEck Associates
New York
|
$1.5M
|
+$800K
|
+5,729
|
+124%
|
|
|
19
|
Veritable
Wilmington,
Delaware
|
$1.49M
|
–
|
–
|
–
|
|
|
20
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.36M
|
+$525K
|
+3,754
|
+67%
|
|
|
21
|
Atlas Private Wealth Management
Albany,
New York
|
$1.17M
|
–
|
–
|
–
|
|
|
22
|
Osborne Partners Capital Management
San Francisco,
California
|
$1M
|
–
|
–
|
–
|
|
|
23
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$962K
|
-$1.68K
|
-12
|
-0.2%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$818K
|
-$20.5K
|
-147
|
-3%
|
|
|
25
|
Parcion Private Wealth
Bellevue,
Washington
|
$741K
|
-$469K
|
-3,354
|
-40%
|
|
