|
1
|
Wells Fargo
San Francisco,
California
|
$179M
|
+$5.17M
|
+99,999
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$4.43M
|
+$91.9K
|
+1,777
|
+2%
|
|
|
3
|
|
$2.91M
|
-$1.37M
|
-26,536
|
-32%
|
|
|
4
|
State of Michigan Retirement System
Lansing,
Michigan
|
$2.56M
|
–
|
–
|
–
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2M
|
-$219K
|
-4,241
|
-10%
|
|
|
6
|
Karp Capital Management
Sausalito,
California
|
$1.79M
|
+$11.2K
|
+217
|
+0.6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.05M
|
+$44K
|
+850
|
+4%
|
|
|
8
|
Virtu KCG Holdings
New York
|
$693K
|
+$693K
|
+13,400
|
New
|
|
|
9
|
WrapManager Inc
Mill Valley,
California
|
$545K
|
+$69.7K
|
+1,348
|
+15%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$530K
|
-$76.7K
|
-1,480
|
-13%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$480K
|
+$64.1K
|
+1,267
|
+15%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$385K
|
-$2.24M
|
-43,367
|
-85%
|
|
|
13
|
Lyons Wealth Management
Winter Park,
Florida
|
$338K
|
+$338K
|
+6,527
|
New
|
|
|
14
|
Millennium Management
New York
|
$328K
|
+$328K
|
+6,347
|
New
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$250K
|
+$250K
|
+4,864
|
New
|
|
|
16
|
M&T Bank
Buffalo,
New York
|
$234K
|
-$6.42K
|
-124
|
-3%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$225K
|
-$33.8K
|
-655
|
-13%
|
|
|
18
|
Solaris Asset Management
New York
|
$222K
|
+$32.8K
|
+635
|
+17%
|
|
|
19
|
Creative Financial Designs
Kokomo,
Indiana
|
$190K
|
+$48.3K
|
+935
|
+34%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$121K
|
-$89.6K
|
-1,736
|
-43%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$113K
|
–
|
–
|
–
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$113K
|
+$38.1K
|
+739
|
+51%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$79K
|
+$37K
|
+715
|
+88%
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$64K
|
+$11K
|
+214
|
+21%
|
|
|
25
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$63K
|
–
|
–
|
–
|
|
