|
1
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$11.7M
|
+$83.6K
|
+2,194
|
+0.7%
|
|
|
2
|
Morningstar Investment Services
Chicago,
Illinois
|
$8.62M
|
+$8.01M
|
+210,140
|
+1,277%
|
|
|
3
|
CPWM LLC
Seattle,
Washington
|
$8.6M
|
+$35.8K
|
+939
|
+0.4%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.62M
|
+$1.73M
|
+45,514
|
+92%
|
|
|
5
|
|
$3.32M
|
–
|
–
|
–
|
|
|
6
|
Rathbones Group
Liverpool,
United Kingdom
|
$3.02M
|
+$74.6K
|
+1,958
|
+3%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$2.6M
|
+$2.6M
|
+68,257
|
New
|
|
|
8
|
|
$2.03M
|
-$2.13M
|
-55,791
|
-51%
|
|
|
9
|
Adell Harriman & Carpenter
Houston,
Texas
|
$1.54M
|
+$1.91K
|
+50
|
+0.1%
|
|
|
10
|
|
$1.32M
|
+$24.9K
|
+653
|
+2%
|
|
|
11
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.08M
|
-$72.5K
|
-1,903
|
-6%
|
|
|
12
|
SimplyRich
Carlsbad,
California
|
$1M
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$928K
|
-$55.5K
|
-1,457
|
-6%
|
|
|
14
|
Schoolcraft Capital
Boulder,
Colorado
|
$927K
|
+$33.6K
|
+883
|
+4%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$844K
|
+$47.1K
|
+1,237
|
+6%
|
|
|
16
|
Slow Capital
Greenbrae,
California
|
$837K
|
+$92.5K
|
+2,427
|
+12%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$749K
|
-$22.3K
|
-585
|
-3%
|
|
|
18
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$602K
|
–
|
–
|
–
|
|
|
19
|
Mission Wealth Management
Santa Barbara,
California
|
$497K
|
-$3.09K
|
-81
|
-0.6%
|
|
|
20
|
Empirical Wealth Management
Seattle,
Washington
|
$455K
|
–
|
–
|
–
|
|
|
21
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$360K
|
+$305
|
+8
|
+0.1%
|
|
|
22
|
American Portfolios Advisors
Holbrook,
New York
|
$335K
|
+$17.9K
|
+470
|
+6%
|
|
|
23
|
Executive Wealth Management
Brighton,
Michigan
|
$324K
|
+$324K
|
+8,513
|
New
|
|
|
24
|
BOK Financial
Tulsa,
Oklahoma
|
$282K
|
–
|
–
|
–
|
|
|
25
|
BOK Financial Private Wealth
Denver,
Colorado
|
$272K
|
-$29.6K
|
-778
|
-10%
|
|
