|
1
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$1.73M
|
+$102K
|
+5,110
|
+6%
|
|
|
2
|
New York Life Investment Management
New York
|
$1.03M
|
-$624K
|
-31,219
|
-38%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$830K
|
+$827K
|
+41,390
|
New
|
|
|
4
|
Emerald Acquisition
Seattle,
Washington
|
$773K
|
+$776K
|
+38,849
|
New
|
|
|
5
|
|
$716K
|
+$331K
|
+16,578
|
+87%
|
|
|
6
|
|
$423K
|
+$42K
|
+2,100
|
+11%
|
|
|
7
|
|
$414K
|
+$207K
|
+10,340
|
+100%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$395K
|
-$24.2K
|
-1,209
|
-6%
|
|
|
9
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$359K
|
–
|
–
|
–
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$90K
|
-$4K
|
-200
|
-4%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$88K
|
+$24.8K
|
+1,241
|
+39%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$35K
|
-$57.5K
|
-2,879
|
-63%
|
|
|
13
|
James Investment Research
Alpha,
Ohio
|
$26K
|
–
|
–
|
–
|
|
|
14
|
|
$20K
|
-$1.12K
|
-56
|
-5%
|
|
|
15
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$14K
|
–
|
–
|
–
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$13K
|
-$1.84K
|
-92
|
-12%
|
|
|
17
|
Sandy Spring Bank
Olney,
Maryland
|
$10K
|
–
|
–
|
–
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$6K
|
–
|
–
|
–
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$2K
|
+$2K
|
+100
|
New
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2K
|
+$2.2K
|
+110
|
New
|
|
|
22
|
Cribstone Capital Management
Augusta,
Maine
|
$1K
|
+$999
|
+50
|
New
|
|
|
23
|
Howe & Rusling
Rochester,
New York
|
$1K
|
+$1.14K
|
+57
|
New
|
|
|
24
|
City of London Investment Management
London,
United Kingdom
|
–
|
-$1.43M
|
-75,000
|
Closed
|
|
|
25
|
Cornerstone Capital Management Holdings
New York
|
–
|
-$10K
|
-523
|
Closed
|
|
