|
1
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$10.2M
|
-$76.4K
|
-2,062
|
-0.7%
|
|
|
2
|
CPWM LLC
Seattle,
Washington
|
$9.37M
|
-$653K
|
-17,635
|
-7%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$4.2M
|
+$18.4K
|
+498
|
+0.4%
|
|
|
4
|
1st Global Advisors
Dallas,
Texas
|
$4.09M
|
–
|
–
|
–
|
|
|
5
|
|
$3.39M
|
-$258K
|
-6,970
|
-7%
|
|
|
6
|
Freedom Investment Management
Hartford,
Connecticut
|
$3.07M
|
-$19.9K
|
-538
|
-0.6%
|
|
|
7
|
|
$2.23M
|
-$1.1M
|
-29,822
|
-33%
|
|
|
8
|
Rathbones Group
Liverpool,
United Kingdom
|
$2.09M
|
-$177K
|
-4,790
|
-8%
|
|
|
9
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.84M
|
-$66.3K
|
-1,790
|
-3%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.53M
|
+$962K
|
+25,974
|
+168%
|
|
|
11
|
Adell Harriman & Carpenter
Houston,
Texas
|
$1.48M
|
+$107K
|
+2,900
|
+8%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$1.29M
|
+$1.29M
|
+34,930
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.24M
|
-$8.37K
|
-226
|
-0.7%
|
|
|
14
|
|
$1.23M
|
+$27.8K
|
+751
|
+2%
|
|
|
15
|
Quantum Capital Management (California)
San Francisco,
California
|
$1.02M
|
+$166K
|
+4,489
|
+19%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$901K
|
+$25.2K
|
+681
|
+3%
|
|
|
17
|
Perigon Wealth Management
San Francisco,
California
|
$791K
|
+$20.5K
|
+553
|
+3%
|
|
|
18
|
Mission Wealth Management
Santa Barbara,
California
|
$524K
|
–
|
–
|
–
|
|
|
19
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$416K
|
-$37K
|
-1,000
|
-8%
|
|
|
20
|
Empirical Wealth Management
Seattle,
Washington
|
$405K
|
-$16.1K
|
-435
|
-4%
|
|
|
21
|
Greystone Investment Management
Cincinnati,
Ohio
|
$356K
|
-$135K
|
-3,650
|
-28%
|
|
|
22
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$324K
|
+$324K
|
+8,746
|
New
|
|
|
23
|
BOK Financial
Tulsa,
Oklahoma
|
$304K
|
–
|
–
|
–
|
|
|
24
|
Virtu KCG Holdings
New York
|
$263K
|
+$263K
|
+7,104
|
New
|
|
|
25
|
LPL Financial
San Diego,
California
|
$233K
|
+$74
|
+2
|
+0%
|
|
