|
1
|
Wells Fargo
San Francisco,
California
|
$188M
|
+$2.44M
|
+45,617
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$4.78M
|
+$186K
|
+3,466
|
+4%
|
|
|
3
|
|
$2.96M
|
-$54.3K
|
-1,013
|
-2%
|
|
|
4
|
State of Michigan Retirement System
Lansing,
Michigan
|
$2.66M
|
–
|
–
|
–
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2.11M
|
+$29.6K
|
+552
|
+1%
|
|
|
6
|
Karp Capital Management
Sausalito,
California
|
$1.86M
|
+$107
|
+2
|
+0%
|
|
|
7
|
|
$1.64M
|
+$1.64M
|
+30,649
|
New
|
|
|
8
|
|
$927K
|
+$927K
|
+17,317
|
New
|
|
|
9
|
WrapManager Inc
Mill Valley,
California
|
$527K
|
-$37.6K
|
-701
|
-7%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$390K
|
-$118K
|
-2,208
|
-23%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$351K
|
-$48.8K
|
-911
|
-12%
|
|
|
12
|
Lyons Wealth Management
Winter Park,
Florida
|
$305K
|
-$45.4K
|
-845
|
-13%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$268K
|
-$815K
|
-15,237
|
-75%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$246K
|
-$15.3K
|
-285
|
-6%
|
|
|
15
|
M&T Bank
Buffalo,
New York
|
$239K
|
-$2.84K
|
-53
|
-1%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$234K
|
+$483
|
+9
|
+0.2%
|
|
|
17
|
Solaris Asset Management
New York
|
$226K
|
-$4.28K
|
-80
|
-2%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$147K
|
+$21.3K
|
+398
|
+17%
|
|
|
19
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$126K
|
+$91.6K
|
+1,705
|
+266%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$118K
|
–
|
–
|
–
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$117K
|
–
|
–
|
–
|
|
|
22
|
Global Retirement Partners
San Rafael,
California
|
$67K
|
–
|
–
|
–
|
|
|
23
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$65K
|
–
|
–
|
–
|
|
|
24
|
Allworth Financial
Folsom,
California
|
$26K
|
–
|
–
|
–
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
$23K
|
+$109
|
+2
|
+0.5%
|
|
