|
1
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$10.6M
|
-$569K
|
-16,027
|
-5%
|
|
|
2
|
CPWM LLC
Seattle,
Washington
|
$7.84M
|
+$288K
|
+8,116
|
+4%
|
|
|
3
|
|
$4.63M
|
+$4.7M
|
+132,463
|
+7,578%
|
|
|
4
|
|
$4.24M
|
+$1.33M
|
+37,375
|
+44%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$3.75M
|
+$59.3K
|
+1,669
|
+2%
|
|
|
6
|
SG Americas Securities
New York
|
$3.24M
|
+$222K
|
+6,246
|
+7%
|
|
|
7
|
|
$3.01M
|
–
|
–
|
–
|
|
|
8
|
Rathbones Group
Liverpool,
United Kingdom
|
$2.72M
|
+$16K
|
+450
|
+0.6%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.5M
|
+$337K
|
+9,493
|
+28%
|
|
|
10
|
Adell Harriman & Carpenter
Houston,
Texas
|
$1.48M
|
-$156K
|
-4,400
|
-9%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.42M
|
+$741K
|
+20,871
|
+102%
|
|
|
12
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.28M
|
-$277K
|
-7,793
|
-17%
|
|
|
13
|
|
$1.23M
|
-$614K
|
-17,285
|
-33%
|
|
|
14
|
Morningstar Investment Services
Chicago,
Illinois
|
$1.19M
|
-$5.26M
|
-148,206
|
-81%
|
|
|
15
|
BOK Financial Private Wealth
Denver,
Colorado
|
$975K
|
-$262K
|
-7,373
|
-21%
|
|
|
16
|
SimplyRich
Carlsbad,
California
|
$933K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$893K
|
-$96.5K
|
-2,718
|
-9%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$876K
|
-$1.18M
|
-33,311
|
-57%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$655K
|
-$328K
|
-9,243
|
-33%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$653K
|
-$354K
|
-9,979
|
-35%
|
|
|
21
|
Slow Capital
Greenbrae,
California
|
$636K
|
-$54.4K
|
-1,532
|
-8%
|
|
|
22
|
Mission Wealth Management
Santa Barbara,
California
|
$475K
|
+$107
|
+3
|
+0%
|
|
|
23
|
Empirical Wealth Management
Seattle,
Washington
|
$427K
|
+$5.15K
|
+145
|
+1%
|
|
|
24
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$326K
|
-$38.6K
|
-1,086
|
-10%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$292K
|
-$46.8K
|
-1,319
|
-14%
|
|
