|
1
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$11.9M
|
-$72.1K
|
-1,929
|
-0.6%
|
|
|
2
|
CPWM LLC
Seattle,
Washington
|
$8.75M
|
-$76.2K
|
-2,040
|
-0.9%
|
|
|
3
|
|
$6.45M
|
+$1.19M
|
+31,827
|
+24%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.25M
|
+$14.5K
|
+388
|
+0.4%
|
|
|
5
|
|
$4.24M
|
-$520K
|
-13,902
|
-11%
|
|
|
6
|
|
$3.4M
|
–
|
–
|
–
|
|
|
7
|
Rathbones Group
Liverpool,
United Kingdom
|
$3.01M
|
-$57.5K
|
-1,538
|
-2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.93M
|
+$231K
|
+6,186
|
+14%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.67M
|
+$69.8K
|
+1,867
|
+5%
|
|
|
10
|
Adell Harriman & Carpenter
Houston,
Texas
|
$1.57M
|
-$101K
|
-2,700
|
-6%
|
|
|
11
|
|
$1.33M
|
-$53.9K
|
-1,442
|
-4%
|
|
|
12
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.18M
|
-$258K
|
-6,908
|
-19%
|
|
|
13
|
SimplyRich
Carlsbad,
California
|
$1.02M
|
-$26.3K
|
-705
|
-3%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1M
|
-$2.06K
|
-55
|
-0.2%
|
|
|
15
|
Schoolcraft Capital
Boulder,
Colorado
|
$913K
|
+$878K
|
+23,490
|
New
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$815K
|
+$73.4K
|
+1,965
|
+10%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$787K
|
+$50.3K
|
+1,346
|
+7%
|
|
|
18
|
Slow Capital
Greenbrae,
California
|
$761K
|
+$42.5K
|
+1,137
|
+6%
|
|
|
19
|
Morningstar Investment Services
Chicago,
Illinois
|
$639K
|
-$679K
|
-18,177
|
-52%
|
|
|
20
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$625K
|
+$602K
|
+16,100
|
New
|
|
|
21
|
Mission Wealth Management
Santa Barbara,
California
|
$511K
|
-$22.8K
|
-609
|
-4%
|
|
|
22
|
Empirical Wealth Management
Seattle,
Washington
|
$464K
|
-$15.9K
|
-425
|
-3%
|
|
|
23
|
Flow Traders U.S.
New York
|
$404K
|
+$389K
|
+10,400
|
New
|
|
|
24
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$368K
|
+$187
|
+5
|
+0.1%
|
|
|
25
|
American Portfolios Advisors
Holbrook,
New York
|
$324K
|
+$39.6K
|
+1,060
|
+15%
|
|
