|
1
|
CPWM LLC
Seattle,
Washington
|
$9.13M
|
-$205K
|
-5,858
|
-2%
|
|
|
2
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$9.12M
|
-$8.97M
|
-255,858
|
-49%
|
|
|
3
|
1st Global Advisors
Dallas,
Texas
|
$3.93M
|
–
|
–
|
–
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$3.74M
|
-$343K
|
-9,773
|
-8%
|
|
|
5
|
|
$3.31M
|
+$128K
|
+3,640
|
+4%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$2.76M
|
+$2.87M
|
+82,000
|
New
|
|
|
7
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.56M
|
+$5.43K
|
+155
|
+0.2%
|
|
|
8
|
BOK Financial Private Wealth
Denver,
Colorado
|
$2.3M
|
-$1.14M
|
-32,605
|
-32%
|
|
|
9
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.64M
|
+$187K
|
+5,320
|
+12%
|
|
|
10
|
Private Advisory Group
Redmond,
Washington
|
$1.3M
|
+$1.35M
|
+38,592
|
New
|
|
|
11
|
Adell Harriman & Carpenter
Houston,
Texas
|
$1.29M
|
-$424K
|
-12,102
|
-24%
|
|
|
12
|
|
$1.16M
|
-$621K
|
-17,702
|
-34%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.11M
|
+$10.5K
|
+300
|
+0.9%
|
|
|
14
|
|
$1.09M
|
-$48.6K
|
-1,386
|
-4%
|
|
|
15
|
Quantum Capital Management (California)
San Francisco,
California
|
$966K
|
-$31.2K
|
-889
|
-3%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$954K
|
+$58K
|
+1,654
|
+6%
|
|
|
17
|
Morningstar Investment Services
Chicago,
Illinois
|
$808K
|
-$4.27M
|
-121,885
|
-84%
|
|
|
18
|
Perigon Wealth Management
San Francisco,
California
|
$734K
|
+$79.8K
|
+2,276
|
+12%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$573K
|
-$103K
|
-2,936
|
-15%
|
|
|
20
|
|
$449K
|
-$417K
|
-11,880
|
-47%
|
|
|
21
|
Greystone Investment Management
Cincinnati,
Ohio
|
$448K
|
-$54.7K
|
-1,560
|
-10%
|
|
|
22
|
Mission Wealth Management
Santa Barbara,
California
|
$405K
|
–
|
–
|
–
|
|
|
23
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$402K
|
+$419K
|
+11,950
|
New
|
|
|
24
|
Empirical Wealth Management
Seattle,
Washington
|
$398K
|
+$415K
|
+11,847
|
New
|
|
|
25
|
Virtu KCG Holdings
New York
|
$305K
|
-$208K
|
-5,923
|
-39%
|
|
