|
1
|
Citadel Advisors
Miami,
Florida
|
$12.1M
|
+$7.96M
|
+107,704
|
+182%
|
|
|
2
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$1.72M
|
+$1.76M
|
+23,758
|
New
|
|
|
3
|
Human Investing
Lake Oswego,
Oregon
|
$1.07M
|
+$858K
|
+11,616
|
+377%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$396K
|
+$176K
|
+2,388
|
+78%
|
|
|
5
|
Wedbush Securities
Los Angeles,
California
|
$382K
|
+$63.6K
|
+860
|
+19%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$370K
|
+$61K
|
+826
|
+19%
|
|
|
7
|
Column Capital Advisors
Indianapolis,
Indiana
|
$278K
|
–
|
–
|
–
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$247K
|
+$251K
|
+3,400
|
New
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$225K
|
+$229K
|
+3,098
|
New
|
|
|
10
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$182K
|
+$222
|
+3
|
+0.1%
|
|
|
11
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$173K
|
–
|
–
|
–
|
|
|
12
|
West Financial Advisors
Des Moines,
Iowa
|
$160K
|
–
|
–
|
–
|
|
|
13
|
Whittier Trust
South Pasadena,
California
|
$125K
|
+$39K
|
+528
|
+44%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$66K
|
+$67.2K
|
+909
|
New
|
|
|
15
|
AllSquare Wealth Management
Albany,
New York
|
$41K
|
+$41.7K
|
+564
|
New
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$2K
|
+$2.51K
|
+34
|
New
|
|
|
17
|
|
–
|
-$2.8M
|
-36,708
|
Closed
|
|
|
18
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
–
|
-$152K
|
-2,000
|
Closed
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
–
|
-$5K
|
-60
|
Closed
|
|
|
20
|
Freestone Capital Holdings
Seattle,
Washington
|
–
|
-$1.6K
|
-21
|
Closed
|
|
