|
1
|
Wells Fargo
San Francisco,
California
|
$43.2M
|
+$1.32M
|
+20,391
|
+3%
|
|
|
2
|
|
$6.97M
|
+$1.8M
|
+27,925
|
+35%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$6.65M
|
+$569K
|
+8,818
|
+9%
|
|
|
4
|
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
$3.77M
|
+$3.77M
|
+58,505
|
New
|
|
|
5
|
Karp Capital Management
Sausalito,
California
|
$3.56M
|
-$290K
|
-4,498
|
-8%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.28M
|
-$689K
|
-10,677
|
-17%
|
|
|
7
|
Xponance
Philadelphia,
Pennsylvania
|
$1.74M
|
+$843K
|
+12,732
|
+94%
|
|
|
8
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.54M
|
+$1.31M
|
+20,324
|
+565%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1.17M
|
+$105K
|
+1,625
|
+10%
|
|
|
10
|
Country Club Trust
Kansas City,
Missouri
|
$1.11M
|
-$23.2K
|
-360
|
-2%
|
|
|
11
|
|
$801K
|
-$358K
|
-5,550
|
-31%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$673K
|
+$155K
|
+2,396
|
+30%
|
|
|
13
|
WrapManager Inc
Mill Valley,
California
|
$555K
|
-$94.2K
|
-1,461
|
-15%
|
|
|
14
|
Advisory Services Network
Atlanta,
Georgia
|
$490K
|
+$476K
|
+7,380
|
+3,309%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$384K
|
-$59.7K
|
-927
|
-13%
|
|
|
16
|
Dorsey Wright & Associates
Pasadena,
California
|
$317K
|
-$23.6K
|
-365
|
-7%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$279K
|
-$1.03M
|
-15,908
|
-79%
|
|
|
18
|
Great Lakes Advisors
Chicago,
Illinois
|
$277K
|
–
|
–
|
–
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$260K
|
-$513K
|
-7,947
|
-66%
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$129K
|
–
|
–
|
–
|
|
|
21
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$39K
|
+$39K
|
+600
|
New
|
|
|
22
|
Solaris Asset Management
New York
|
$29K
|
-$12.7K
|
-200
|
-31%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$23K
|
–
|
–
|
–
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
$20K
|
–
|
–
|
–
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$20K
|
+$12.1K
|
+186
|
+154%
|
|
