|
1
|
|
$6.38M
|
+$1.03M
|
+36,438
|
+20%
|
|
|
2
|
|
$5.79M
|
+$438K
|
+15,439
|
+8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$5.14M
|
+$183K
|
+6,451
|
+4%
|
|
|
4
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$3.89M
|
-$1.35M
|
-47,603
|
-26%
|
|
|
5
|
Country Club Trust
Kansas City,
Missouri
|
$1.42M
|
+$332K
|
+11,683
|
+31%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.14M
|
+$84K
|
+2,959
|
+8%
|
|
|
7
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$1.03M
|
+$5.91K
|
+208
|
+0.6%
|
|
|
8
|
|
$453K
|
-$9.06K
|
-319
|
-2%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$383K
|
-$368K
|
-12,946
|
-50%
|
|
|
10
|
Fiduciary Services Corp
Savannah,
Georgia
|
$371K
|
+$363K
|
+12,797
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$367K
|
-$459K
|
-16,180
|
-56%
|
|
|
12
|
Credit Suisse
Zurich,
Switzerland
|
$299K
|
+$292K
|
+10,290
|
New
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$284K
|
–
|
–
|
–
|
|
|
14
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$87K
|
–
|
–
|
–
|
|
|
15
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$76K
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$75K
|
-$12.8K
|
-450
|
-15%
|
|
|
17
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$70K
|
–
|
–
|
–
|
|
|
18
|
|
$16K
|
–
|
–
|
–
|
|
|
19
|
American International Group
New York
|
$14.5K
|
-$5.68K
|
-200
|
-29%
|
|
|
20
|
Tower Research Capital (TRC)
New York
|
$6K
|
+$823
|
+29
|
+16%
|
|
|
21
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$5.81K
|
–
|
–
|
–
|
|
|
22
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$3K
|
+$2.84K
|
+100
|
New
|
|
|
23
|
Parasol Investment Management
Westmont,
Illinois
|
–
|
-$28K
|
-1,000
|
Closed
|
|
|
24
|
Trutina Financial
Bellevue,
Washington
|
–
|
-$8K
|
-300
|
Closed
|
|
