|
1
|
Curi RMB Capital
Chicago,
Illinois
|
$21.6M
|
+$2.43M
|
+71,392
|
+14%
|
|
|
2
|
Endurance Services Ltd
Purchase,
New York
|
$12.8M
|
–
|
–
|
–
|
|
|
3
|
Selective Wealth Management
Forest,
Virginia
|
$10.9M
|
-$296K
|
-8,708
|
-3%
|
|
|
4
|
|
$9.03M
|
-$12.2M
|
-358,134
|
-59%
|
|
|
5
|
|
$8.23M
|
-$12.7K
|
-374
|
-0.2%
|
|
|
6
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$7.44M
|
+$678K
|
+19,955
|
+11%
|
|
|
7
|
IEQ Capital
Foster City,
California
|
$7.21M
|
-$217K
|
-6,384
|
-3%
|
|
|
8
|
Summit Trail Advisors
New York
|
$6.44M
|
-$3.62M
|
-106,641
|
-37%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$5.99M
|
+$227K
|
+6,683
|
+4%
|
|
|
10
|
Yarbrough Capital
Franklin,
Tennessee
|
$5.98M
|
–
|
–
|
–
|
|
|
11
|
Two Sigma Investments
New York
|
$5.62M
|
+$5.28M
|
+155,486
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$5.48M
|
-$16.3M
|
-479,186
|
-76%
|
|
|
13
|
Old National Bancorp
Evansville,
Indiana
|
$4.66M
|
+$4.39M
|
+129,055
|
New
|
|
|
14
|
Byrne Financial Freedom
Franklin,
Massachusetts
|
$3.43M
|
+$43.9K
|
+1,291
|
+1%
|
|
|
15
|
|
$3.11M
|
+$697K
|
+20,505
|
+31%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$3.02M
|
-$325K
|
-9,556
|
-10%
|
|
|
17
|
Wealthfront Advisers
Palo Alto,
California
|
$2.24M
|
+$15.7K
|
+461
|
+0.8%
|
|
|
18
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$2.11M
|
-$475K
|
-13,975
|
-19%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$1.32M
|
-$5.24M
|
-154,234
|
-81%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.3M
|
+$246K
|
+7,227
|
+25%
|
|
|
21
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$1.23M
|
-$64.7K
|
-1,905
|
-5%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$1.12M
|
+$92.9K
|
+2,733
|
+10%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$1.12M
|
+$29.9K
|
+879
|
+3%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.1M
|
-$119K
|
-3,514
|
-10%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$1.01M
|
+$855K
|
+25,176
|
+917%
|
|
