|
1
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$9.86M
|
+$215K
|
+6,156
|
+2%
|
|
|
2
|
CPWM LLC
Seattle,
Washington
|
$9.62M
|
-$32.7K
|
-936
|
-0.3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$4.02M
|
+$60.5K
|
+1,733
|
+2%
|
|
|
4
|
1st Global Advisors
Dallas,
Texas
|
$3.93M
|
-$226K
|
-6,480
|
-6%
|
|
|
5
|
|
$3.5M
|
+$5.93K
|
+170
|
+0.2%
|
|
|
6
|
|
$3.19M
|
+$1.93M
|
+55,461
|
+161%
|
|
|
7
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.96M
|
+$255K
|
+7,318
|
+10%
|
|
|
8
|
Rathbones Group
Liverpool,
United Kingdom
|
$2.18M
|
+$436K
|
+12,500
|
+26%
|
|
|
9
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.83M
|
-$593K
|
-17,007
|
-25%
|
|
|
10
|
Adell Harriman & Carpenter
Houston,
Texas
|
$1.32M
|
-$47.1K
|
-1,350
|
-4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.2M
|
+$25.8K
|
+740
|
+2%
|
|
|
12
|
|
$1.16M
|
+$8.9K
|
+255
|
+0.8%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$840K
|
+$231K
|
+6,612
|
+39%
|
|
|
14
|
Quantum Capital Management (California)
San Francisco,
California
|
$824K
|
-$193K
|
-5,545
|
-19%
|
|
|
15
|
Morningstar Investment Services
Chicago,
Illinois
|
$772K
|
-$80.6K
|
-2,310
|
-10%
|
|
|
16
|
Perigon Wealth Management
San Francisco,
California
|
$739K
|
-$2.83K
|
-81
|
-0.4%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$549K
|
-$451K
|
-12,937
|
-46%
|
|
|
18
|
Mission Wealth Management
Santa Barbara,
California
|
$503K
|
+$73.3K
|
+2,100
|
+17%
|
|
|
19
|
Greystone Investment Management
Cincinnati,
Ohio
|
$471K
|
-$2.09K
|
-60
|
-0.5%
|
|
|
20
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$435K
|
+$10.5K
|
+300
|
+3%
|
|
|
21
|
Empirical Wealth Management
Seattle,
Washington
|
$404K
|
-$16K
|
-460
|
-4%
|
|
|
22
|
BOK Financial
Tulsa,
Oklahoma
|
$291K
|
–
|
–
|
–
|
|
|
23
|
|
$239K
|
+$32.6K
|
+935
|
+16%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$223K
|
-$14K
|
-402
|
-6%
|
|
|
25
|
Scotia Capital
Toronto,
Ontario, Canada
|
$206K
|
+$202K
|
+5,797
|
New
|
|
