|
1
|
|
$7.45M
|
+$128K
|
+4,416
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.4M
|
-$1.17M
|
-40,211
|
-26%
|
|
|
3
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$3.04M
|
-$961K
|
-33,029
|
-24%
|
|
|
4
|
Ameraudi Asset Management
New York
|
$2.25M
|
+$129K
|
+4,423
|
+6%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$1.96M
|
+$226K
|
+7,755
|
+13%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.6M
|
-$1.11M
|
-38,186
|
-42%
|
|
|
7
|
|
$931K
|
+$912K
|
+31,341
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$754K
|
-$376K
|
-12,916
|
-34%
|
|
|
9
|
CAZ Investments
Houston,
Texas
|
$728K
|
–
|
–
|
–
|
|
|
10
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$668K
|
–
|
–
|
–
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$544K
|
-$210K
|
-7,224
|
-28%
|
|
|
12
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$530K
|
-$441K
|
-15,145
|
-46%
|
|
|
13
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$468K
|
-$11.1K
|
-382
|
-2%
|
|
|
14
|
Flow Traders U.S.
New York
|
$412K
|
+$404K
|
+13,882
|
New
|
|
|
15
|
IHT Wealth Management
Chicago,
Illinois
|
$356K
|
–
|
–
|
–
|
|
|
16
|
WMS Partners
Towson,
Maryland
|
$297K
|
+$291K
|
+10,000
|
New
|
|
|
17
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$256K
|
-$133K
|
-4,565
|
-35%
|
|
|
18
|
RHS Financial
San Francisco,
California
|
$247K
|
-$1.38M
|
-47,546
|
-85%
|
|
|
19
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$225K
|
-$3.96K
|
-136
|
-2%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$184K
|
-$4.37M
|
-150,035
|
-96%
|
|
|
21
|
Asset Dedication LLC
San Francisco,
California
|
$173K
|
+$31.2K
|
+1,071
|
+23%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$167K
|
+$92.6K
|
+3,182
|
+131%
|
|
|
23
|
|
$101K
|
+$9.22K
|
+317
|
+10%
|
|
|
24
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$7K
|
–
|
–
|
–
|
|
|
25
|
American Portfolios Advisors
Holbrook,
New York
|
$5.94K
|
–
|
–
|
–
|
|
