|
1
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$11.9M
|
+$902K
|
+23,218
|
+8%
|
|
|
2
|
CPWM LLC
Seattle,
Washington
|
$9.8M
|
+$281K
|
+7,227
|
+3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$4.53M
|
-$19.9K
|
-513
|
-0.4%
|
|
|
4
|
Freedom Investment Management
Hartford,
Connecticut
|
$3.54M
|
+$151K
|
+3,885
|
+5%
|
|
|
5
|
|
$3.45M
|
-$167K
|
-4,300
|
-5%
|
|
|
6
|
Rathbones Group
Liverpool,
United Kingdom
|
$2.51M
|
+$91.9K
|
+2,365
|
+4%
|
|
|
7
|
Morningstar Investment Services
Chicago,
Illinois
|
$2.1M
|
+$1.15M
|
+29,634
|
+126%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.97M
|
+$200K
|
+5,145
|
+12%
|
|
|
9
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.95M
|
-$11.7K
|
-300
|
-0.6%
|
|
|
10
|
Adell Harriman & Carpenter
Houston,
Texas
|
$1.82M
|
+$89.4K
|
+2,300
|
+5%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.36M
|
+$34.8K
|
+895
|
+3%
|
|
|
12
|
|
$1.25M
|
-$1.36K
|
-35
|
-0.1%
|
|
|
13
|
Quantum Capital Management (California)
San Francisco,
California
|
$1.08M
|
-$11.7K
|
-300
|
-1%
|
|
|
14
|
SimplyRich
Carlsbad,
California
|
$1.07M
|
+$1.05M
|
+27,058
|
New
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$696K
|
+$36.4K
|
+936
|
+6%
|
|
|
16
|
|
$589K
|
-$1.5M
|
-38,578
|
-72%
|
|
|
17
|
Mission Wealth Management
Santa Barbara,
California
|
$559K
|
–
|
–
|
–
|
|
|
18
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$535K
|
–
|
–
|
–
|
|
|
19
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$444K
|
–
|
–
|
–
|
|
|
20
|
Empirical Wealth Management
Seattle,
Washington
|
$423K
|
+$7.38K
|
+190
|
+2%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$421K
|
+$39.9K
|
+1,027
|
+11%
|
|
|
22
|
Greystone Investment Management
Cincinnati,
Ohio
|
$350K
|
-$29K
|
-745
|
-8%
|
|
|
23
|
BOK Financial
Tulsa,
Oklahoma
|
$324K
|
–
|
–
|
–
|
|
|
24
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$288K
|
–
|
–
|
–
|
|
|
25
|
Slow Capital
Greenbrae,
California
|
$252K
|
+$248K
|
+6,371
|
New
|
|
