|
1
|
|
$6.55M
|
+$1.38M
|
+52,559
|
+27%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$4.92M
|
–
|
–
|
–
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$4.15M
|
+$3.87M
|
+147,688
|
+1,732%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$4.11M
|
-$63.8K
|
-2,437
|
-2%
|
|
|
5
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$3.6M
|
-$2.21M
|
-84,501
|
-38%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.44M
|
+$1.91M
|
+73,095
|
+388%
|
|
|
7
|
Ameraudi Asset Management
New York
|
$1.9M
|
+$1.31M
|
+50,024
|
+233%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$1.56M
|
+$38.8K
|
+1,482
|
+3%
|
|
|
9
|
RHS Financial
San Francisco,
California
|
$1.49M
|
+$1.1M
|
+42,005
|
+303%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.02M
|
-$34.4K
|
-1,315
|
-3%
|
|
|
11
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$877K
|
+$152K
|
+5,805
|
+21%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$679K
|
+$52K
|
+1,986
|
+8%
|
|
|
13
|
CAZ Investments
Houston,
Texas
|
$651K
|
-$613K
|
-23,404
|
-49%
|
|
|
14
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$598K
|
+$589K
|
+22,500
|
New
|
|
|
15
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$430K
|
+$90.5K
|
+3,457
|
+27%
|
|
|
16
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$351K
|
-$171K
|
-6,550
|
-33%
|
|
|
17
|
IHT Wealth Management
Chicago,
Illinois
|
$319K
|
-$5.24K
|
-200
|
-2%
|
|
|
18
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$205K
|
+$202K
|
+7,728
|
New
|
|
|
19
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$159K
|
+$37.3K
|
+1,424
|
+31%
|
|
|
20
|
Asset Dedication LLC
San Francisco,
California
|
$122K
|
+$11.7K
|
+445
|
+10%
|
|
|
21
|
|
$82K
|
-$18.7K
|
-716
|
-19%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$64K
|
-$3.01K
|
-115
|
-5%
|
|
|
23
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$6K
|
–
|
–
|
–
|
|
|
24
|
American Portfolios Advisors
Holbrook,
New York
|
$5.32K
|
–
|
–
|
–
|
|
|
25
|
Advisornet Financial
Minnetonka,
Minnesota
|
$5K
|
-$2.59K
|
-99
|
-35%
|
|
