|
1
|
Bank of America
Charlotte,
North Carolina
|
$65.4M
|
-$4.31M
|
-193,688
|
-6%
|
|
|
2
|
|
$42.7M
|
+$2.24M
|
+100,638
|
+6%
|
|
|
3
|
Fusion Family Wealth
Woodbury,
New York
|
$21.9M
|
+$2.22M
|
+99,824
|
+11%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$13.6M
|
+$5.49M
|
+246,599
|
+69%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$9.74M
|
+$414K
|
+18,598
|
+5%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.99M
|
-$13.6M
|
-609,093
|
-77%
|
|
|
7
|
|
$3.95M
|
+$3.89M
|
+175,009
|
New
|
|
|
8
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$2.17M
|
–
|
–
|
–
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.95M
|
+$1.23M
|
+55,085
|
+175%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.27M
|
-$244K
|
-10,982
|
-16%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$1.12M
|
-$677K
|
-30,419
|
-38%
|
|
|
12
|
Merriman Wealth Management
Seattle,
Washington
|
$1.05M
|
+$1.03M
|
+46,500
|
New
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$965K
|
-$78.4K
|
-3,525
|
-8%
|
|
|
14
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$881K
|
-$53.8K
|
-2,420
|
-6%
|
|
|
15
|
Northern Trust
Chicago,
Illinois
|
$723K
|
-$29.2K
|
-1,314
|
-4%
|
|
|
16
|
Parkside Investments
Deerfield,
Illinois
|
$634K
|
+$625K
|
+28,105
|
New
|
|
|
17
|
Covington Capital Management
Los Angeles,
California
|
$615K
|
-$22.3K
|
-1,000
|
-4%
|
|
|
18
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$578K
|
–
|
–
|
–
|
|
|
19
|
Wharton Business Group
Malvern,
Pennsylvania
|
$549K
|
-$12.5K
|
-560
|
-2%
|
|
|
20
|
Arkos Global Advisors
Houston,
Texas
|
$512K
|
-$9.57K
|
-430
|
-2%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$509K
|
-$5.05K
|
-227
|
-1%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$499K
|
+$62.2K
|
+2,796
|
+14%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$470K
|
-$46.3K
|
-2,080
|
-9%
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$467K
|
-$78.6K
|
-3,532
|
-15%
|
|
|
25
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$449K
|
–
|
–
|
–
|
|
