|
1
|
CPWM LLC
Seattle,
Washington
|
$7.98M
|
+$109K
|
+2,856
|
+1%
|
|
|
2
|
Equitable Holdings
New York
|
$4.8M
|
-$880
|
-23
|
-0%
|
|
|
3
|
Rathbones Group
Liverpool,
United Kingdom
|
$2.37M
|
-$29.6K
|
-775
|
-1%
|
|
|
4
|
|
$2.06M
|
+$443K
|
+11,583
|
+27%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$1.85M
|
+$1.85M
|
+48,429
|
New
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.5M
|
+$687K
|
+17,975
|
+85%
|
|
|
7
|
Empirical Wealth Management
Seattle,
Washington
|
$1.01M
|
+$93.3K
|
+2,439
|
+10%
|
|
|
8
|
|
$949K
|
-$3.55M
|
-92,832
|
-79%
|
|
|
9
|
Freedom Investment Management
Hartford,
Connecticut
|
$694K
|
-$11.3K
|
-295
|
-2%
|
|
|
10
|
Schoolcraft Capital
Boulder,
Colorado
|
$643K
|
-$18.5K
|
-484
|
-3%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$624K
|
+$601K
|
+15,725
|
New
|
|
|
12
|
SOA Wealth Advisors
New York
|
$499K
|
-$244K
|
-6,374
|
-33%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$428K
|
-$33.7K
|
-880
|
-7%
|
|
|
14
|
Partners in Financial Planning
Salem,
Virginia
|
$420K
|
+$420K
|
+10,972
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$400K
|
-$6.65K
|
-174
|
-2%
|
|
|
16
|
Morningstar Investment Services
Chicago,
Illinois
|
$337K
|
-$3.53M
|
-92,268
|
-91%
|
|
|
17
|
Parallel Advisors
San Francisco,
California
|
$304K
|
-$19.1K
|
-500
|
-6%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$284K
|
-$5.32K
|
-139
|
-2%
|
|
|
19
|
Flow Traders U.S.
New York
|
$281K
|
-$520K
|
-13,586
|
-65%
|
|
|
20
|
Avantax Advisory Services
Dallas,
Texas
|
$279K
|
+$277K
|
+7,238
|
New
|
|
|
21
|
Adell Harriman & Carpenter
Houston,
Texas
|
$260K
|
-$7.65K
|
-200
|
-3%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$215K
|
-$7.65K
|
-200
|
-3%
|
|
|
23
|
Scotia Capital
Toronto,
Ontario, Canada
|
$207K
|
+$206K
|
+5,400
|
New
|
|
|
24
|
American Portfolios Advisors
Holbrook,
New York
|
$207K
|
–
|
–
|
–
|
|
|
25
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$149K
|
+$421
|
+11
|
+0.3%
|
|
