|
1
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$12.2M
|
+$455K
|
+11,532
|
+4%
|
|
|
2
|
CPWM LLC
Seattle,
Washington
|
$8.47M
|
-$1.21M
|
-30,723
|
-12%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$4.5M
|
+$27.8K
|
+704
|
+0.6%
|
|
|
4
|
|
$3.9M
|
+$3.36M
|
+85,119
|
+571%
|
|
|
5
|
|
$3.65M
|
+$2.44M
|
+61,897
|
+195%
|
|
|
6
|
|
$3.41M
|
–
|
–
|
–
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.25M
|
+$3.3M
|
+83,505
|
New
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$3.13M
|
+$3.17M
|
+80,201
|
New
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.84M
|
+$2.88M
|
+72,967
|
New
|
|
|
10
|
Rathbones Group
Liverpool,
United Kingdom
|
$2.58M
|
+$105K
|
+2,653
|
+4%
|
|
|
11
|
Morningstar Investment Services
Chicago,
Illinois
|
$2.2M
|
+$127K
|
+3,226
|
+6%
|
|
|
12
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.98M
|
-$1.53M
|
-38,864
|
-43%
|
|
|
13
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.92M
|
-$4.74K
|
-120
|
-0.2%
|
|
|
14
|
Adell Harriman & Carpenter
Houston,
Texas
|
$1.87M
|
+$75K
|
+1,900
|
+4%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.12M
|
-$228K
|
-5,785
|
-17%
|
|
|
16
|
SimplyRich
Carlsbad,
California
|
$1.05M
|
–
|
–
|
–
|
|
|
17
|
Slow Capital
Greenbrae,
California
|
$912K
|
+$672K
|
+17,021
|
+267%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$861K
|
-$1.09M
|
-27,731
|
-56%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$857K
|
+$173K
|
+4,387
|
+25%
|
|
|
20
|
Mission Wealth Management
Santa Barbara,
California
|
$547K
|
-$4.3K
|
-109
|
-0.8%
|
|
|
21
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$525K
|
–
|
–
|
–
|
|
|
22
|
Empirical Wealth Management
Seattle,
Washington
|
$477K
|
+$59.8K
|
+1,515
|
+14%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$445K
|
+$30.3K
|
+768
|
+7%
|
|
|
24
|
Quantum Capital Management (California)
San Francisco,
California
|
$441K
|
-$634K
|
-16,053
|
-59%
|
|
|
25
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$411K
|
-$27.6K
|
-700
|
-6%
|
|