|
1
|
CPWM LLC
Seattle,
Washington
|
$10.2M
|
-$174K
|
-5,088
|
-2%
|
|
|
2
|
BOK Financial Private Wealth
Denver,
Colorado
|
$4.49M
|
-$144K
|
-4,225
|
-3%
|
|
|
3
|
1st Global Advisors
Dallas,
Texas
|
$4.46M
|
-$193K
|
-5,640
|
-4%
|
|
|
4
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$4.41M
|
-$174K
|
-5,101
|
-4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$4.37M
|
+$53.6K
|
+1,569
|
+1%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.28M
|
+$3.99M
|
+116,925
|
New
|
|
|
7
|
|
$3.58M
|
+$75.1K
|
+2,200
|
+2%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.67M
|
+$467K
|
+13,669
|
+23%
|
|
|
9
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.54M
|
-$146K
|
-4,288
|
-6%
|
|
|
10
|
|
$2.11M
|
+$1.77M
|
+51,688
|
+847%
|
|
|
11
|
Adell Harriman & Carpenter
Houston,
Texas
|
$1.9M
|
+$18.8K
|
+550
|
+1%
|
|
|
12
|
|
$1.88M
|
-$177K
|
-5,184
|
-9%
|
|
|
13
|
|
$1.51M
|
-$117K
|
-3,430
|
-8%
|
|
|
14
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.39M
|
+$22.4K
|
+655
|
+2%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.19M
|
-$32.6K
|
-955
|
-3%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$1.19M
|
-$275K
|
-8,044
|
-20%
|
|
|
17
|
Quantum Capital Management (California)
San Francisco,
California
|
$1.05M
|
+$27.2K
|
+797
|
+3%
|
|
|
18
|
Greystone Investment Management
Cincinnati,
Ohio
|
$957K
|
+$113K
|
+3,305
|
+14%
|
|
|
19
|
SG Americas Securities
New York
|
$854K
|
–
|
–
|
–
|
|
|
20
|
Morningstar Investment Services
Chicago,
Illinois
|
$816K
|
+$763K
|
+22,330
|
New
|
|
|
21
|
Mission Wealth Management
Santa Barbara,
California
|
$710K
|
-$63.2K
|
-1,850
|
-9%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$692K
|
+$79.4K
|
+2,325
|
+14%
|
|
|
23
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$585K
|
+$547K
|
+16,000
|
New
|
|
|
24
|
Empirical Wealth Management
Seattle,
Washington
|
$583K
|
-$130K
|
-3,809
|
-19%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$579K
|
+$84.8K
|
+2,483
|
+19%
|
|
