|
1
|
Partners Value Investments
Hamilton,
Bermuda
|
$309M
|
–
|
–
|
–
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$3.97M
|
-$6.47M
|
-155,015
|
-62%
|
|
|
3
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$3.8M
|
-$52.6K
|
-1,260
|
-1%
|
|
|
4
|
Leavell Investment Management
Mobile,
Alabama
|
$2.22M
|
–
|
–
|
–
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$1.42M
|
–
|
–
|
–
|
|
|
6
|
Proficio Capital Partners
Newton,
Massachusetts
|
$991K
|
+$234K
|
+5,600
|
+31%
|
|
|
7
|
Horizon Kinetics Asset Management
New York
|
$802K
|
–
|
–
|
–
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$543K
|
–
|
–
|
–
|
|
|
9
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$485K
|
–
|
–
|
–
|
|
|
10
|
Waverly Advisors
Birmingham,
Alabama
|
$418K
|
+$417K
|
+10,000
|
New
|
|
|
11
|
|
$397K
|
+$8.43K
|
+202
|
+2%
|
|
|
12
|
Cannell & Spears
New York
|
$373K
|
-$165K
|
-3,960
|
-31%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$318K
|
+$29.1K
|
+697
|
+10%
|
|
|
14
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$89.2K
|
–
|
–
|
–
|
|
|
15
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$55K
|
+$53K
|
+1,270
|
+2,761%
|
|
|
16
|
NBC Securities
Birmingham,
Alabama
|
$53K
|
+$42
|
+1
|
+0.1%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$50.2K
|
+$50.1K
|
+1,200
|
New
|
|
|
18
|
Whittier Trust
South Pasadena,
California
|
$31.1K
|
–
|
–
|
–
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$11K
|
–
|
–
|
–
|
|
|
20
|
Guardian Wealth Management (Illinois)
Peoria,
Illinois
|
$9.07K
|
–
|
–
|
–
|
|
|
21
|
Tower Research Capital (TRC)
New York
|
$8.28K
|
+$7.89K
|
+189
|
+2,100%
|
|
|
22
|
Hantz Financial Services
Southfield,
Michigan
|
$6K
|
–
|
–
|
–
|
|
|
23
|
Global Retirement Partners
San Rafael,
California
|
$5.48K
|
–
|
–
|
–
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.77K
|
-$4.84K
|
-116
|
-64%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
