|
1
|
CPWM LLC
Seattle,
Washington
|
$7.45M
|
-$290K
|
-8,074
|
-4%
|
|
|
2
|
Equitable Holdings
New York
|
$4.54M
|
–
|
–
|
–
|
|
|
3
|
|
$4.26M
|
+$331K
|
+9,231
|
+9%
|
|
|
4
|
Morningstar Investment Services
Chicago,
Illinois
|
$3.68M
|
+$3.63M
|
+101,027
|
New
|
|
|
5
|
Rathbones Group
Liverpool,
United Kingdom
|
$2.27M
|
-$57.7K
|
-1,606
|
-2%
|
|
|
6
|
|
$1.53M
|
+$278K
|
+7,735
|
+22%
|
|
|
7
|
Empirical Wealth Management
Seattle,
Washington
|
$872K
|
-$72.2K
|
-2,010
|
-8%
|
|
|
8
|
SimplyRich
Carlsbad,
California
|
$779K
|
–
|
–
|
–
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$768K
|
+$26.1K
|
+728
|
+4%
|
|
|
10
|
Flow Traders U.S.
New York
|
$758K
|
+$181K
|
+5,028
|
+32%
|
|
|
11
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$758K
|
+$33.3K
|
+927
|
+5%
|
|
|
12
|
SOA Wealth Advisors
New York
|
$703K
|
–
|
–
|
–
|
|
|
13
|
|
$670K
|
-$18K
|
-500
|
-3%
|
|
|
14
|
Freedom Investment Management
Hartford,
Connecticut
|
$668K
|
-$26.4K
|
-736
|
-4%
|
|
|
15
|
Schoolcraft Capital
Boulder,
Colorado
|
$626K
|
+$467
|
+13
|
+0.1%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$436K
|
+$11.1K
|
+309
|
+3%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$384K
|
-$146K
|
-4,069
|
-28%
|
|
|
18
|
Parallel Advisors
San Francisco,
California
|
$306K
|
–
|
–
|
–
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$274K
|
+$272K
|
+7,565
|
New
|
|
|
20
|
BOK Financial
Tulsa,
Oklahoma
|
$269K
|
–
|
–
|
–
|
|
|
21
|
Adell Harriman & Carpenter
Houston,
Texas
|
$254K
|
-$97K
|
-2,700
|
-28%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$211K
|
-$682
|
-19
|
-0.3%
|
|
|
23
|
American Portfolios Advisors
Holbrook,
New York
|
$196K
|
+$12.9K
|
+360
|
+7%
|
|
|
24
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$140K
|
–
|
–
|
–
|
|
|
25
|
Next Financial Group
Houston,
Texas
|
$132K
|
+$13.9K
|
+388
|
+12%
|
|
