|
1
|
Barclays
London,
United Kingdom
|
$9.5M
|
+$4.83M
|
+1,232,863
|
+129%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$1.17M
|
+$359K
|
+91,749
|
+52%
|
|
|
3
|
Auxier Asset Management
Aurora,
Oregon
|
$655K
|
-$2.19K
|
-559
|
-0.4%
|
|
|
4
|
RhumbLine Advisers
Boston,
Massachusetts
|
$429K
|
+$387K
|
+98,827
|
New
|
|
|
5
|
SimplyRich
Carlsbad,
California
|
$423K
|
-$6.97K
|
-1,780
|
-2%
|
|
|
6
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$350K
|
-$4.2K
|
-1,072
|
-1%
|
|
|
7
|
Yousif Capital Management
Bloomfield Hills,
Michigan
|
$259K
|
–
|
–
|
–
|
|
|
8
|
Zevin Asset Management
Boston,
Massachusetts
|
$233K
|
–
|
–
|
–
|
|
|
9
|
Koshinski Asset Management
Decatur,
Illinois
|
$230K
|
–
|
–
|
–
|
|
|
10
|
SignatureFD
Atlanta,
Georgia
|
$223K
|
-$69K
|
-17,620
|
-26%
|
|
|
11
|
Cozad Asset Management
Champaign,
Illinois
|
$159K
|
+$14.4K
|
+3,684
|
+11%
|
|
|
12
|
Natural Investments
Windsor,
California
|
$159K
|
-$3.97K
|
-1,013
|
-3%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$155K
|
+$78.7K
|
+20,079
|
+128%
|
|
|
14
|
DRW Securities
Chicago,
Illinois
|
$133K
|
–
|
–
|
–
|
|
|
15
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$127K
|
+$6.41K
|
+1,637
|
+6%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$126K
|
-$31.3K
|
-7,997
|
-22%
|
|
|
17
|
Winthrop Capital Management
Carmel,
Indiana
|
$84K
|
–
|
–
|
–
|
|
|
18
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$83.4K
|
+$75.2K
|
+19,209
|
New
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$69.6K
|
-$42.4K
|
-10,823
|
-41%
|
|
|
20
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$60.7K
|
–
|
–
|
–
|
|
|
21
|
Williams Jones Wealth Management
New York
|
$49.4K
|
–
|
–
|
–
|
|
|
22
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$48.5K
|
–
|
–
|
–
|
|
|
23
|
Brooklyn Investment Group
Brooklyn,
New York
|
$46.9K
|
-$44.4K
|
-11,336
|
-51%
|
|
|
24
|
Farther Finance Advisors
San Francisco,
California
|
$29.8K
|
+$3.93K
|
+1,004
|
+17%
|
|
|
25
|
GAMMA Investing
Foster City,
California
|
$24K
|
-$25.8K
|
-6,583
|
-54%
|
|
