|
1
|
UBS Group
Zurich,
Switzerland
|
$1.09M
|
+$948K
|
+137,294
|
+255%
|
|
|
2
|
Handelsbanken Fonder
Stockholm,
Sweden
|
$682K
|
+$70.4K
|
+10,198
|
+9%
|
|
|
3
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$498K
|
+$606K
|
+87,703
|
New
|
|
|
4
|
Inspire Investing
Meridian,
Idaho
|
$470K
|
+$317K
|
+45,886
|
+124%
|
|
|
5
|
Eversept Partners
New York
|
$428K
|
+$521K
|
+75,358
|
New
|
|
|
6
|
AlphaCentric Advisors
San Juan,
Puerto Rico
|
$284K
|
+$345K
|
+50,000
|
New
|
|
|
7
|
Forum Financial Management
Lombard,
Illinois
|
$219K
|
-$104K
|
-15,000
|
-28%
|
|
|
8
|
Geode Capital Management
Boston,
Massachusetts
|
$171K
|
–
|
–
|
–
|
|
|
9
|
|
$117K
|
–
|
–
|
–
|
|
|
10
|
Vontobel Holding
Zurich,
Switzerland
|
$116K
|
+$141K
|
+20,468
|
New
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$94.6K
|
+$5.18K
|
+750
|
+5%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$85.6K
|
+$1.62K
|
+235
|
+2%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$77.4K
|
+$34.5K
|
+5,000
|
+58%
|
|
|
14
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$69.5K
|
+$84.5K
|
+12,233
|
New
|
|
|
15
|
|
$67.9K
|
+$82.6K
|
+11,954
|
New
|
|
|
16
|
IFC & Insurance Marketing
Auburn,
California
|
$64K
|
+$78.3K
|
+11,330
|
New
|
|
|
17
|
|
$62.6K
|
+$76.1K
|
+11,013
|
New
|
|
|
18
|
|
$17K
|
–
|
–
|
–
|
|
|
19
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$6.99K
|
+$8.5K
|
+1,230
|
New
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$6.25K
|
–
|
–
|
–
|
|
|
21
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$1.7K
|
+$2.07K
|
+300
|
New
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$1.48K
|
–
|
–
|
–
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$56
|
–
|
–
|
–
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$71.4K
|
-10,982
|
Closed
|
|
