|
1
|
|
$365K
|
+$73.5K
|
+31,066
|
+25%
|
|
|
2
|
|
$365K
|
+$21.4K
|
+9,051
|
+6%
|
|
|
3
|
|
$307K
|
-$58.8K
|
-24,845
|
-16%
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
$226K
|
-$4.18K
|
-1,769
|
-2%
|
|
|
5
|
KCS Wealth Advisory
Los Angeles,
California
|
$158K
|
+$158K
|
+66,979
|
New
|
|
|
6
|
|
$144K
|
-$80.8K
|
-34,158
|
-36%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$89K
|
–
|
–
|
–
|
|
|
8
|
BSW Wealth Partners
Boulder,
Colorado
|
$52.9K
|
+$2.32K
|
+979
|
+5%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.7K
|
-$90.9K
|
-38,440
|
-76%
|
|
|
10
|
Checchi Capital Advisers
Beverly Hills,
California
|
$25.9K
|
–
|
–
|
–
|
|
|
11
|
Franklin Resources
San Mateo,
California
|
$8.25K
|
+$116
|
+49
|
+1%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$6.96K
|
+$4.75K
|
+2,008
|
+213%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.58K
|
+$166
|
+70
|
+4%
|
|
|
14
|
|
$2.64K
|
+$968
|
+409
|
+58%
|
|
|
15
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$2.5K
|
-$8.02K
|
-3,389
|
-76%
|
|
|
16
|
Parallel Advisors
San Francisco,
California
|
$819
|
+$606
|
+256
|
+281%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$689
|
–
|
–
|
–
|
|
|
18
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
–
|
-$50.7M
|
-17,848,450
|
Closed
|
|
|
19
|
Schechter Investment Advisors
Birmingham,
Michigan
|
–
|
-$27.7K
|
-10,739
|
Closed
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
–
|
-$17.4K
|
-6,734
|
Closed
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$2.29K
|
-889
|
Closed
|
|
