|
1
|
Natixis Advisors
Boston,
Massachusetts
|
$5.31M
|
+$5.6M
|
+80,718
|
New
|
|
|
2
|
|
$2.47M
|
-$16.7K
|
-240
|
-0.6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$2.36M
|
-$232K
|
-3,349
|
-9%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.76M
|
-$763K
|
-11,000
|
-29%
|
|
|
5
|
Evercore Wealth Management
New York
|
$1.45M
|
+$1.53M
|
+22,000
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.33M
|
-$22.1K
|
-319
|
-2%
|
|
|
7
|
|
$1.21M
|
+$1.27M
|
+18,360
|
New
|
|
|
8
|
Callan Capital
La Jolla,
California
|
$844K
|
–
|
–
|
–
|
|
|
9
|
Credit Suisse
Zurich,
Switzerland
|
$700K
|
+$57.7K
|
+831
|
+8%
|
|
|
10
|
Bellecapital
Zurich,
Switzerland
|
$222K
|
–
|
–
|
–
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$78K
|
-$10.7K
|
-154
|
-12%
|
|
|
12
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$72K
|
–
|
–
|
–
|
|
|
13
|
American International Group
New York
|
$51.3K
|
–
|
–
|
–
|
|
|
14
|
|
$33K
|
+$278
|
+4
|
+0.8%
|
|
|
15
|
Clal Insurance
Tel-Aviv,
Israel
|
$32K
|
–
|
–
|
–
|
|
|
16
|
Monetary Management Group
St Louis,
Missouri
|
$21K
|
–
|
–
|
–
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$12K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9K
|
+$9.44K
|
+136
|
New
|
|
|
19
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$8.41K
|
+$69
|
+1
|
+0.8%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
21
|
MSI Financial Services
Springfield,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
22
|
Acropolis Investment Management
St. Louis,
Missouri
|
–
|
-$101K
|
-1,508
|
Closed
|
|
|
23
|
Next Financial Group
Houston,
Texas
|
–
|
-$6K
|
-100
|
Closed
|
|
