|
1
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$10.6M
|
+$127K
|
+3,348
|
+1%
|
|
|
2
|
CPWM LLC
Seattle,
Washington
|
$9.18M
|
-$461K
|
-12,137
|
-5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$4.39M
|
+$63.2K
|
+1,663
|
+1%
|
|
|
4
|
|
$3.49M
|
–
|
–
|
–
|
|
|
5
|
Freedom Investment Management
Hartford,
Connecticut
|
$3.26M
|
+$103K
|
+2,722
|
+3%
|
|
|
6
|
Rathbones Group
Liverpool,
United Kingdom
|
$2.33M
|
+$178K
|
+4,690
|
+8%
|
|
|
7
|
|
$2.04M
|
-$251K
|
-6,617
|
-11%
|
|
|
8
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.89M
|
-$3.61K
|
-95
|
-0.2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$1.7M
|
+$123K
|
+3,241
|
+8%
|
|
|
10
|
Adell Harriman & Carpenter
Houston,
Texas
|
$1.67M
|
+$143K
|
+3,775
|
+9%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.28M
|
+$6.5K
|
+171
|
+0.5%
|
|
|
12
|
|
$1.21M
|
-$57.3K
|
-1,507
|
-5%
|
|
|
13
|
Quantum Capital Management (California)
San Francisco,
California
|
$1.05M
|
-$874
|
-23
|
-0.1%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$951K
|
+$949K
|
+24,971
|
New
|
|
|
15
|
Morningstar Investment Services
Chicago,
Illinois
|
$897K
|
+$895K
|
+23,548
|
New
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$635K
|
-$291K
|
-7,663
|
-31%
|
|
|
17
|
Perigon Wealth Management
San Francisco,
California
|
$557K
|
-$256K
|
-6,746
|
-32%
|
|
|
18
|
Mission Wealth Management
Santa Barbara,
California
|
$539K
|
–
|
–
|
–
|
|
|
19
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$514K
|
+$513K
|
+13,510
|
New
|
|
|
20
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$429K
|
–
|
–
|
–
|
|
|
21
|
Empirical Wealth Management
Seattle,
Washington
|
$401K
|
-$16K
|
-422
|
-4%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$367K
|
+$127K
|
+3,337
|
+53%
|
|
|
23
|
Greystone Investment Management
Cincinnati,
Ohio
|
$366K
|
–
|
–
|
–
|
|
|
24
|
BOK Financial
Tulsa,
Oklahoma
|
$312K
|
–
|
–
|
–
|
|
|
25
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$278K
|
-$55.3K
|
-1,455
|
-17%
|
|
