|
1
|
Silvercrest Asset Management
New York
|
$4.8M
|
–
|
–
|
–
|
|
|
2
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$3.43M
|
+$3.81M
|
+314,555
|
New
|
|
|
3
|
|
$985K
|
+$288K
|
+23,780
|
+36%
|
|
|
4
|
Shoker Investment Counsel
Oxford,
Ohio
|
$406K
|
–
|
–
|
–
|
|
|
5
|
|
$382K
|
-$88.2K
|
-7,292
|
-17%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$366K
|
+$187K
|
+15,479
|
+85%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$292K
|
+$325K
|
+26,839
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$238K
|
-$12.3K
|
-1,016
|
-4%
|
|
|
9
|
|
$112K
|
+$125K
|
+10,316
|
New
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12K
|
-$163K
|
-13,485
|
-93%
|
|
|
11
|
AllianceBernstein
Nashville,
Tennessee
|
$2K
|
+$1.81K
|
+150
|
New
|
|
|
12
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
–
|
-$856K
|
-60,000
|
Closed
|
|
|
13
|
WFG Advisors
Dallas,
Texas
|
–
|
-$29K
|
-2,000
|
Closed
|
|
|
14
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$3K
|
-200
|
Closed
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
–
|
-$12
|
-1
|
Closed
|
|
