|
1
|
Cambria Investment Management
Manhattan Beach,
California
|
$11.8M
|
+$11.6M
|
+199,994
|
New
|
|
|
2
|
|
$4.56M
|
+$733K
|
+12,604
|
+20%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$3.47M
|
+$26.4K
|
+455
|
+0.8%
|
|
|
4
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$3.12M
|
–
|
–
|
–
|
|
|
5
|
LPL Financial
San Diego,
California
|
$3.02M
|
+$551K
|
+9,473
|
+23%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.28M
|
+$2.17M
|
+37,406
|
New
|
|
|
7
|
Equitable Holdings
New York
|
$1.91M
|
-$445K
|
-7,655
|
-19%
|
|
|
8
|
|
$1.78M
|
-$49.8K
|
-856
|
-3%
|
|
|
9
|
TAP Consulting
Kirkwood,
Missouri
|
$1.69M
|
-$639
|
-11
|
-0%
|
|
|
10
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$1.67M
|
-$11.6K
|
-200
|
-0.7%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.65M
|
+$176K
|
+3,022
|
+12%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$1.29M
|
+$96.2K
|
+1,655
|
+8%
|
|
|
13
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.19M
|
–
|
–
|
–
|
|
|
14
|
CAZ Investments
Houston,
Texas
|
$923K
|
–
|
–
|
–
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$629K
|
+$9.42K
|
+162
|
+2%
|
|
|
16
|
Perigon Wealth Management
San Francisco,
California
|
$592K
|
+$581K
|
+10,000
|
New
|
|
|
17
|
WealthShield Partners
Cary,
North Carolina
|
$585K
|
-$83.6K
|
-1,439
|
-13%
|
|
|
18
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$583K
|
-$66.8K
|
-1,150
|
-10%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$563K
|
+$3.9K
|
+67
|
+0.7%
|
|
|
20
|
Flow Traders U.S.
New York
|
$546K
|
+$304K
|
+5,224
|
+131%
|
|
|
21
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$539K
|
+$118K
|
+2,031
|
+29%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$532K
|
-$135K
|
-2,321
|
-21%
|
|
|
23
|
|
$530K
|
–
|
–
|
–
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$357K
|
-$80.4K
|
-1,383
|
-19%
|
|
|
25
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$349K
|
+$343K
|
+5,900
|
New
|
|
