|
1
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$11.6M
|
+$30.8M
|
+603,246
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$7.97M
|
+$5.49M
|
+107,477
|
+233%
|
|
|
3
|
|
$6.75M
|
+$193K
|
+3,772
|
+3%
|
|
|
4
|
|
$3.01M
|
+$407K
|
+7,965
|
+16%
|
|
|
5
|
Credit Suisse
Zurich,
Switzerland
|
$2.23M
|
+$2.2M
|
+43,000
|
New
|
|
|
6
|
|
$1.64M
|
–
|
–
|
–
|
|
|
7
|
Swiss Life Asset Management
Zurich,
|
$1.57M
|
+$1.55M
|
+30,300
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.56M
|
+$205K
|
+4,021
|
+15%
|
|
|
9
|
Catalyst Capital Advisors
Huntington,
New York
|
$1.44M
|
-$131K
|
-2,570
|
-8%
|
|
|
10
|
Millburn Ridgefield Corp
New York
|
$1.44M
|
-$131K
|
-2,570
|
-8%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.15M
|
+$1.13M
|
+22,145
|
New
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$954K
|
-$89.5K
|
-1,753
|
-9%
|
|
|
13
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$924K
|
+$909K
|
+17,800
|
New
|
|
|
14
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$775K
|
–
|
–
|
–
|
|
|
15
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$518K
|
+$510K
|
+9,986
|
New
|
|
|
16
|
Acadian Asset Management
Boston,
Massachusetts
|
$440K
|
-$16.3K
|
-319
|
-4%
|
|
|
17
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$388K
|
–
|
–
|
–
|
|
|
18
|
Colorado Capital Management
Boulder,
Colorado
|
$386K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$372K
|
+$16.1K
|
+316
|
+5%
|
|
|
20
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$366K
|
–
|
–
|
–
|
|
|
21
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$350K
|
–
|
–
|
–
|
|
|
22
|
Northern Trust
Chicago,
Illinois
|
$309K
|
–
|
–
|
–
|
|
|
23
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$293K
|
+$26.4K
|
+516
|
+10%
|
|
|
24
|
Camelot Portfolios
Maumee,
Ohio
|
$285K
|
-$8.84K
|
-173
|
-3%
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
$275K
|
-$273K
|
-5,347
|
-50%
|
|
