|
1
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$12.4M
|
+$543K
|
+13,850
|
+4%
|
|
|
2
|
CPWM LLC
Seattle,
Washington
|
$8.37M
|
+$108K
|
+2,753
|
+1%
|
|
|
3
|
Morningstar Investment Services
Chicago,
Illinois
|
$4.65M
|
+$2.59M
|
+65,993
|
+117%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.28M
|
-$112K
|
-2,865
|
-2%
|
|
|
5
|
|
$3.66M
|
+$103K
|
+2,634
|
+3%
|
|
|
6
|
|
$3.32M
|
–
|
–
|
–
|
|
|
7
|
Rathbones Group
Liverpool,
United Kingdom
|
$2.66M
|
+$144K
|
+3,683
|
+6%
|
|
|
8
|
|
$2.16M
|
-$1.7M
|
-43,249
|
-43%
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$1.95M
|
+$2.01M
|
+51,303
|
New
|
|
|
10
|
Adell Harriman & Carpenter
Houston,
Texas
|
$1.81M
|
-$12.7K
|
-325
|
-0.7%
|
|
|
11
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.76M
|
-$116K
|
-2,965
|
-6%
|
|
|
12
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.73M
|
-$199K
|
-5,078
|
-10%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.53M
|
-$1.28M
|
-32,739
|
-45%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.22M
|
-$2.01M
|
-51,317
|
-61%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.12M
|
+$30.2K
|
+771
|
+3%
|
|
|
16
|
SimplyRich
Carlsbad,
California
|
$1.03M
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$1M
|
+$169K
|
+4,314
|
+20%
|
|
|
18
|
Slow Capital
Greenbrae,
California
|
$930K
|
+$42.4K
|
+1,083
|
+5%
|
|
|
19
|
Perigon Wealth Management
San Francisco,
California
|
$563K
|
+$561K
|
+14,324
|
+2,923%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$551K
|
-$298K
|
-7,606
|
-34%
|
|
|
21
|
Mission Wealth Management
Santa Barbara,
California
|
$523K
|
-$11K
|
-280
|
-2%
|
|
|
22
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$516K
|
–
|
–
|
–
|
|
|
23
|
Empirical Wealth Management
Seattle,
Washington
|
$465K
|
–
|
–
|
–
|
|
|
24
|
Quantum Capital Management (California)
San Francisco,
California
|
$424K
|
-$6.39K
|
-163
|
-1%
|
|
|
25
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$401K
|
–
|
–
|
–
|
|
