|
1
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$2.38M
|
+$63.5K
|
+2,753
|
+3%
|
|
|
2
|
New York Life Investment Management
New York
|
$1.53M
|
+$319K
|
+13,837
|
+27%
|
|
|
3
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$442K
|
-$4.68K
|
-203
|
-1%
|
|
|
4
|
|
$374K
|
+$3.88K
|
+168
|
+1%
|
|
|
5
|
|
$240K
|
–
|
–
|
–
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$189K
|
-$11.8K
|
-511
|
-6%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$63K
|
+$9.97K
|
+432
|
+19%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$46K
|
–
|
–
|
–
|
|
|
9
|
James Investment Research
Alpha,
Ohio
|
$46K
|
+$16.2K
|
+700
|
+54%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$30K
|
-$48.1K
|
-2,085
|
-62%
|
|
|
11
|
|
$23K
|
–
|
–
|
–
|
|
|
12
|
Advisors Preferred
Rockville,
Maryland
|
$23K
|
+$1.61K
|
+70
|
+8%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13K
|
+$6.92K
|
+300
|
+100%
|
|
|
14
|
Sandy Spring Bank
Olney,
Maryland
|
$12K
|
–
|
–
|
–
|
|
|
15
|
Gemmer Asset Management
Walnut Creek,
California
|
$10K
|
+$10.4K
|
+450
|
New
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$2K
|
-$462
|
-20
|
-16%
|
|
|
19
|
Cribstone Capital Management
Augusta,
Maine
|
$1K
|
–
|
–
|
–
|
|
|
20
|
Russell Investments Group
London,
United Kingdom
|
–
|
-$1.68M
|
-77,398
|
Closed
|
|
|
21
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
–
|
-$387K
|
-17,909
|
Closed
|
|
|
22
|
|
–
|
-$221K
|
-10,243
|
Closed
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$9K
|
-400
|
Closed
|
|
|
24
|
Pathstone Family Office
Englewood,
New Jersey
|
–
|
-$2K
|
-100
|
Closed
|
|
