|
1
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$20M
|
+$15.4M
|
+408,449
|
+344%
|
|
|
2
|
CPWM LLC
Seattle,
Washington
|
$10.5M
|
-$185K
|
-4,882
|
-2%
|
|
|
3
|
Morningstar Investment Services
Chicago,
Illinois
|
$5.53M
|
+$121K
|
+3,200
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.59M
|
+$54K
|
+1,428
|
+1%
|
|
|
5
|
1st Global Advisors
Dallas,
Texas
|
$4.44M
|
–
|
–
|
–
|
|
|
6
|
BOK Financial Private Wealth
Denver,
Colorado
|
$3.83M
|
-$153K
|
-4,035
|
-4%
|
|
|
7
|
|
$3.6M
|
+$6.05K
|
+160
|
+0.2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.28M
|
-$304K
|
-8,043
|
-9%
|
|
|
9
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.88M
|
+$175K
|
+4,623
|
+6%
|
|
|
10
|
|
$1.98M
|
+$1.21M
|
+31,875
|
+157%
|
|
|
11
|
Adell Harriman & Carpenter
Houston,
Texas
|
$1.92M
|
-$30.5K
|
-807
|
-2%
|
|
|
12
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.65M
|
+$119K
|
+3,150
|
+8%
|
|
|
13
|
|
$1.28M
|
-$45.6K
|
-1,205
|
-3%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.24M
|
-$10.2K
|
-270
|
-0.8%
|
|
|
15
|
Quantum Capital Management (California)
San Francisco,
California
|
$1.12M
|
+$3.29K
|
+87
|
+0.3%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$1.01M
|
+$286K
|
+7,559
|
+39%
|
|
|
17
|
|
$958K
|
-$332K
|
-8,781
|
-26%
|
|
|
18
|
SG Americas Securities
New York
|
$944K
|
+$942K
|
+24,905
|
New
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$758K
|
-$18.1K
|
-478
|
-2%
|
|
|
20
|
Perigon Wealth Management
San Francisco,
California
|
$706K
|
+$8.1K
|
+214
|
+1%
|
|
|
21
|
Virtu KCG Holdings
New York
|
$569K
|
+$567K
|
+14,998
|
New
|
|
|
22
|
Greystone Investment Management
Cincinnati,
Ohio
|
$564K
|
-$421K
|
-11,120
|
-43%
|
|
|
23
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$495K
|
+$495K
|
+13,074
|
New
|
|
|
24
|
Mission Wealth Management
Santa Barbara,
California
|
$457K
|
-$185K
|
-4,900
|
-29%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$406K
|
+$405K
|
+10,703
|
New
|
|
