|
1
|
Bank of America
Charlotte,
North Carolina
|
$33M
|
+$2M
|
+79,465
|
+6%
|
|
|
2
|
|
$22.7M
|
-$401K
|
-15,911
|
-2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$8.33M
|
-$67.4K
|
-2,677
|
-0.8%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$7.37M
|
+$318K
|
+12,627
|
+4%
|
|
|
5
|
L.J. Altfest & Co
New York
|
$2.46M
|
+$2.59M
|
+102,833
|
New
|
|
|
6
|
Northern Trust
Chicago,
Illinois
|
$1.05M
|
–
|
–
|
–
|
|
|
7
|
|
$1.04M
|
+$1.09M
|
+43,490
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$777K
|
-$2.52M
|
-99,920
|
-75%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$771K
|
-$13.3K
|
-528
|
-2%
|
|
|
10
|
Regatta Capital Group
El Segundo,
California
|
$545K
|
+$573K
|
+22,759
|
New
|
|
|
11
|
Vontobel Holding
Zurich,
Switzerland
|
$531K
|
+$67.7K
|
+2,690
|
+14%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$462K
|
-$1.61K
|
-64
|
-0.3%
|
|
|
13
|
Flow Traders U.S.
New York
|
$422K
|
+$443K
|
+17,614
|
New
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$363K
|
-$18.9K
|
-750
|
-5%
|
|
|
15
|
Covington Capital Management
Los Angeles,
California
|
$340K
|
-$3.05K
|
-121
|
-0.8%
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$336K
|
+$354K
|
+14,041
|
New
|
|
|
17
|
J.W. Cole Advisors
Tampa,
Florida
|
$263K
|
+$17.8K
|
+708
|
+7%
|
|
|
18
|
SFE Investment Counsel
Los Angeles,
California
|
$249K
|
-$25.2K
|
-1,000
|
-9%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$231K
|
-$48.4K
|
-1,924
|
-17%
|
|
|
20
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$216K
|
–
|
–
|
–
|
|
|
21
|
Kings Point Capital Management
Great Neck,
New York
|
$92K
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$64K
|
-$1.91K
|
-76
|
-3%
|
|
|
23
|
Whittier Trust
South Pasadena,
California
|
$42K
|
–
|
–
|
–
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
$25K
|
+$26.4K
|
+1,050
|
New
|
|
|
25
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$19K
|
+$20.1K
|
+798
|
New
|
|
