|
1
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$9.86M
|
+$1.39M
|
+38,943
|
+12%
|
|
|
2
|
CPWM LLC
Seattle,
Washington
|
$6.1M
|
-$463K
|
-12,930
|
-6%
|
|
|
3
|
Rathbones Group
Liverpool,
United Kingdom
|
$2.48M
|
+$123K
|
+3,446
|
+4%
|
|
|
4
|
Equitable Holdings
New York
|
$2.43M
|
–
|
–
|
–
|
|
|
5
|
|
$1.11M
|
-$1.45M
|
-40,627
|
-50%
|
|
|
6
|
Freedom Investment Management
Hartford,
Connecticut
|
$948K
|
-$17.9K
|
-499
|
-2%
|
|
|
7
|
Schoolcraft Capital
Boulder,
Colorado
|
$828K
|
+$197K
|
+5,491
|
+23%
|
|
|
8
|
|
$818K
|
-$128K
|
-3,575
|
-11%
|
|
|
9
|
Adell Harriman & Carpenter
Houston,
Texas
|
$814K
|
-$232K
|
-6,475
|
-18%
|
|
|
10
|
Empirical Wealth Management
Seattle,
Washington
|
$652K
|
+$371K
|
+10,359
|
+79%
|
|
|
11
|
SimplyRich
Carlsbad,
California
|
$596K
|
-$55.1K
|
-1,539
|
-7%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$562K
|
-$27.1K
|
-758
|
-4%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$511K
|
-$15.4K
|
-429
|
-2%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$417K
|
-$515K
|
-14,387
|
-49%
|
|
|
15
|
TFO Wealth Partners
Maumee,
Ohio
|
$349K
|
-$46.6K
|
-1,301
|
-9%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$299K
|
+$385K
|
+10,758
|
New
|
|
|
17
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$238K
|
+$128K
|
+3,565
|
+71%
|
|
|
18
|
Parallel Advisors
San Francisco,
California
|
$235K
|
–
|
–
|
–
|
|
|
19
|
LPL Financial
San Diego,
California
|
$217K
|
-$6.23K
|
-174
|
-2%
|
|
|
20
|
Avantax Advisory Services
Dallas,
Texas
|
$213K
|
-$23.1K
|
-645
|
-8%
|
|
|
21
|
American Portfolios Advisors
Holbrook,
New York
|
$209K
|
-$16.8K
|
-470
|
-6%
|
|
|
22
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$207K
|
+$73K
|
+2,038
|
+38%
|
|
|
23
|
BOK Financial
Tulsa,
Oklahoma
|
$206K
|
–
|
–
|
–
|
|
|
24
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$195K
|
-$17.9K
|
-500
|
-7%
|
|
|
25
|
Next Financial Group
Houston,
Texas
|
$181K
|
+$20.4K
|
+571
|
+10%
|
|
