|
1
|
Bank of America
Charlotte,
North Carolina
|
$153M
|
-$2.8M
|
-44,575
|
-2%
|
|
|
2
|
Wharton Business Group
Malvern,
Pennsylvania
|
$29.7M
|
+$245K
|
+3,900
|
+0.9%
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$16.1M
|
+$9.14M
|
+145,433
|
+140%
|
|
|
4
|
|
$9.7M
|
-$3.24M
|
-51,594
|
-26%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$4.09M
|
+$3.97M
|
+63,188
|
New
|
|
|
6
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.68M
|
+$3.57M
|
+56,826
|
New
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$3.49M
|
+$3.38M
|
+53,807
|
New
|
|
|
8
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$3.17M
|
+$1.32M
|
+21,000
|
+75%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$3.12M
|
+$299K
|
+4,759
|
+11%
|
|
|
10
|
|
$2.81M
|
+$1.97M
|
+31,363
|
+262%
|
|
|
11
|
Franklin Resources
San Mateo,
California
|
$2.38M
|
-$115K
|
-1,825
|
-5%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$2.07M
|
+$213K
|
+3,385
|
+12%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$1.81M
|
+$384K
|
+6,115
|
+28%
|
|
|
14
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$1.48M
|
+$98.6K
|
+1,569
|
+7%
|
|
|
15
|
ACG Wealth
Atlanta,
Georgia
|
$1.39M
|
+$300K
|
+4,767
|
+28%
|
|
|
16
|
Kalos Management
Alpharetta,
Georgia
|
$926K
|
-$11K
|
-175
|
-1%
|
|
|
17
|
Virtu KCG Holdings
New York
|
$864K
|
+$221K
|
+3,514
|
+36%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$621K
|
-$72.3K
|
-1,150
|
-11%
|
|
|
19
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$553K
|
+$535K
|
+8,522
|
New
|
|
|
20
|
Blue Fin Capital
Warren,
Rhode Island
|
$543K
|
+$526K
|
+8,375
|
New
|
|
|
21
|
Diversified Trust
Memphis,
Tennessee
|
$486K
|
+$104K
|
+1,660
|
+28%
|
|
|
22
|
FDx Advisors
Chicago,
Illinois
|
$378K
|
+$367K
|
+5,834
|
New
|
|
|
23
|
Baring Asset Management
London,
United Kingdom
|
$308K
|
-$1.77M
|
-28,146
|
-86%
|
|
|
24
|
Fisher Asset Management
Camas,
Washington
|
$228K
|
–
|
–
|
–
|
|
|
25
|
Whittier Trust
South Pasadena,
California
|
$126K
|
–
|
–
|
–
|
|
