|
1
|
UBS Group
Zurich,
Switzerland
|
$20.5M
|
-$447K
|
-12,005
|
-2%
|
|
|
2
|
|
$19.7M
|
+$14.7M
|
+393,259
|
+183%
|
|
|
3
|
Curi RMB Capital
Chicago,
Illinois
|
$17.1M
|
+$5.71M
|
+153,268
|
+41%
|
|
|
4
|
Endurance Services Ltd
Purchase,
New York
|
$11.5M
|
–
|
–
|
–
|
|
|
5
|
Selective Wealth Management
Forest,
Virginia
|
$9.28M
|
-$327K
|
-8,780
|
-3%
|
|
|
6
|
Summit Trail Advisors
New York
|
$9.25M
|
+$1.09M
|
+29,169
|
+11%
|
|
|
7
|
|
$7.4M
|
-$7.51M
|
-201,439
|
-47%
|
|
|
8
|
IEQ Capital
Foster City,
California
|
$6.68M
|
+$2.27M
|
+60,949
|
+42%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$6.19M
|
+$5.82M
|
+156,264
|
+455%
|
|
|
10
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$6.03M
|
+$440K
|
+11,817
|
+7%
|
|
|
11
|
Yarbrough Capital
Franklin,
Tennessee
|
$5.37M
|
–
|
–
|
–
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$5.16M
|
+$303K
|
+8,133
|
+5%
|
|
|
13
|
Bremer Bank National Association
St Paul,
Minnesota
|
$4.19M
|
–
|
–
|
–
|
|
|
14
|
StoneCrest Wealth Management
Chandler,
Arizona
|
$3.11M
|
+$101K
|
+2,722
|
+3%
|
|
|
15
|
Byrne Financial Freedom
Franklin,
Massachusetts
|
$3.04M
|
+$27.2K
|
+729
|
+0.8%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$3.02M
|
-$823K
|
-22,080
|
-19%
|
|
|
17
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$2.35M
|
+$182K
|
+4,874
|
+7%
|
|
|
18
|
|
$2.13M
|
-$5.23M
|
-140,348
|
-68%
|
|
|
19
|
Wealthfront Advisers
Palo Alto,
California
|
$1.99M
|
-$71.1K
|
-1,909
|
-3%
|
|
|
20
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$1.52M
|
+$1.74M
|
+46,723
|
New
|
|
|
21
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$1.5M
|
+$1.06M
|
+28,518
|
New
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$1.24M
|
+$1.14M
|
+30,500
|
+375%
|
|
|
23
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$1.16M
|
+$36.5K
|
+979
|
+3%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.1M
|
-$55.6K
|
-1,493
|
-4%
|
|
|
25
|
PineBridge Investments
New York
|
$997K
|
-$110K
|
-2,949
|
-9%
|
|
