|
1
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$12M
|
-$135K
|
-3,578
|
-1%
|
|
|
2
|
CPWM LLC
Seattle,
Washington
|
$8.11M
|
-$36.9K
|
-975
|
-0.4%
|
|
|
3
|
Morningstar Investment Services
Chicago,
Illinois
|
$6.76M
|
+$2.29M
|
+60,441
|
+49%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$3.96M
|
-$201K
|
-5,323
|
-5%
|
|
|
5
|
Cavalier Investments
Alpharetta,
Georgia
|
$3.9M
|
+$4M
|
+105,575
|
New
|
|
|
6
|
SG Americas Securities
New York
|
$3.25M
|
+$3.32M
|
+87,833
|
New
|
|
|
7
|
|
$3.23M
|
–
|
–
|
–
|
|
|
8
|
|
$3.17M
|
+$1.09M
|
+28,876
|
+51%
|
|
|
9
|
Rathbones Group
Liverpool,
United Kingdom
|
$2.9M
|
+$327K
|
+8,645
|
+12%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$2.17M
|
+$2.22M
|
+58,719
|
New
|
|
|
11
|
|
$1.95M
|
-$1.64M
|
-43,460
|
-45%
|
|
|
12
|
Adell Harriman & Carpenter
Houston,
Texas
|
$1.75M
|
-$8.52K
|
-225
|
-0.5%
|
|
|
13
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.68M
|
-$22.8K
|
-602
|
-1%
|
|
|
14
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.32M
|
-$399K
|
-10,549
|
-23%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.26M
|
+$1.29M
|
+34,014
|
New
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.07M
|
-$124K
|
-3,287
|
-10%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.06M
|
-$32.7K
|
-863
|
-3%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$1.04M
|
+$73.2K
|
+1,934
|
+7%
|
|
|
19
|
SimplyRich
Carlsbad,
California
|
$1M
|
–
|
–
|
–
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$753K
|
-$752K
|
-19,865
|
-49%
|
|
|
21
|
Slow Capital
Greenbrae,
California
|
$739K
|
-$170K
|
-4,502
|
-18%
|
|
|
22
|
Mission Wealth Management
Santa Barbara,
California
|
$509K
|
–
|
–
|
–
|
|
|
23
|
Empirical Wealth Management
Seattle,
Washington
|
$452K
|
–
|
–
|
–
|
|
|
24
|
Quantum Capital Management (California)
San Francisco,
California
|
$413K
|
+$1.14K
|
+30
|
+0.3%
|
|
|
25
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$390K
|
–
|
–
|
–
|
|
