|
1
|
|
$1.39B
|
+$31.4M
|
+620,413
|
+2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$17.1M
|
+$1.49M
|
+29,440
|
+10%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.05M
|
+$4.88M
|
+96,549
|
+10,426%
|
|
|
4
|
WealthSource Partners
San Luis Obispo,
California
|
$3.6M
|
-$2.24M
|
-44,248
|
-39%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$3.08M
|
-$4.14M
|
-81,816
|
-58%
|
|
|
6
|
Brown Brothers Harriman & Co
New York
|
$2.23M
|
+$2.17M
|
+42,929
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.86M
|
+$1.63M
|
+32,262
|
+879%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.82M
|
–
|
–
|
–
|
|
|
9
|
|
$1.21M
|
+$50.7K
|
+1,002
|
+4%
|
|
|
10
|
Bank of New York Mellon
New York
|
$1M
|
+$976K
|
+19,296
|
New
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$430K
|
+$420K
|
+8,295
|
New
|
|
|
12
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$411K
|
-$320K
|
-6,318
|
-44%
|
|
|
13
|
Veritable
Wilmington,
Delaware
|
$240K
|
-$46.4K
|
-917
|
-17%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$223K
|
+$218K
|
+4,303
|
New
|
|
|
15
|
Evolution Wealth Advisors
Aventura,
Florida
|
$222K
|
+$217K
|
+4,290
|
New
|
|
|
16
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$201K
|
+$5.87K
|
+116
|
+3%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$99K
|
+$92.3K
|
+1,825
|
+1,843%
|
|
|
18
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$62K
|
+$60.7K
|
+1,200
|
New
|
|
|
19
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$60K
|
+$58.8K
|
+1,163
|
New
|
|
|
20
|
Capital Bank & Trust
Irvine,
California
|
$55K
|
-$78.4K
|
-1,550
|
-59%
|
|
|
21
|
SignatureFD
Atlanta,
Georgia
|
$51K
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$39K
|
+$7.49K
|
+148
|
+25%
|
|
|
23
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$35.7K
|
–
|
–
|
–
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$31K
|
-$3.44K
|
-68
|
-10%
|
|
|
25
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$27K
|
-$16.5K
|
-327
|
-39%
|
|
