|
1
|
Bank of America
Charlotte,
North Carolina
|
$165M
|
+$957K
|
+14,000
|
+0.6%
|
|
|
2
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$33.4M
|
+$15.8M
|
+230,938
|
+93%
|
|
|
3
|
Wharton Business Group
Malvern,
Pennsylvania
|
$28.7M
|
-$3.16M
|
-46,235
|
-10%
|
|
|
4
|
|
$13.2M
|
+$2.69M
|
+39,357
|
+26%
|
|
|
5
|
Avidian Wealth Enterprises
Houston,
Texas
|
$10.1M
|
+$9.93M
|
+145,241
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$4.23M
|
+$861K
|
+12,594
|
+26%
|
|
|
7
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.92M
|
-$35.1K
|
-513
|
-0.9%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$3.9M
|
+$156K
|
+2,279
|
+4%
|
|
|
9
|
|
$2.98M
|
+$2.92M
|
+42,754
|
New
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.92M
|
+$2.29M
|
+33,430
|
+392%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$2.5M
|
+$544K
|
+7,958
|
+28%
|
|
|
12
|
Franklin Resources
San Mateo,
California
|
$2.44M
|
-$109K
|
-1,600
|
-4%
|
|
|
13
|
|
$2.02M
|
-$979K
|
-14,317
|
-33%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.98M
|
+$1.29M
|
+18,874
|
+197%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$1.66M
|
-$2.69M
|
-39,305
|
-62%
|
|
|
16
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$1.58M
|
–
|
–
|
–
|
|
|
17
|
ACG Wealth
Atlanta,
Georgia
|
$1.54M
|
+$46.6K
|
+682
|
+3%
|
|
|
18
|
Flow Traders U.S.
New York
|
$1.52M
|
+$1.5M
|
+21,865
|
New
|
|
|
19
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$1.32M
|
+$1.25M
|
+18,345
|
+2,935%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.16M
|
-$1.04M
|
-15,218
|
-48%
|
|
|
21
|
Blue Fin Capital
Warren,
Rhode Island
|
$1.08M
|
+$492K
|
+7,200
|
+86%
|
|
|
22
|
Kalos Management
Alpharetta,
Georgia
|
$902K
|
-$90K
|
-1,316
|
-9%
|
|
|
23
|
WBI Investments
Red Bank,
New Jersey
|
$886K
|
+$870K
|
+12,728
|
New
|
|
|
24
|
Diversified Trust
Memphis,
Tennessee
|
$514K
|
-$7.04K
|
-103
|
-1%
|
|
|
25
|
FDx Advisors
Chicago,
Illinois
|
$401K
|
-$4.45K
|
-65
|
-1%
|
|
