|
1
|
Bank of America
Charlotte,
North Carolina
|
$10.5M
|
+$5.16M
|
+148,472
|
+97%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$8.72M
|
+$8.74M
|
+251,237
|
New
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.21M
|
-$1.55M
|
-44,599
|
-18%
|
|
|
4
|
|
$5.33M
|
+$2.51M
|
+72,253
|
+89%
|
|
|
5
|
Cassaday & Co
Mclean,
Virginia
|
$3.58M
|
+$3.59M
|
+103,262
|
New
|
|
|
6
|
Cabot Wealth Management
Salem,
Massachusetts
|
$2.51M
|
-$64.5K
|
-1,855
|
-3%
|
|
|
7
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$1.96M
|
+$1.97M
|
+56,550
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.94M
|
+$1.17M
|
+33,666
|
+152%
|
|
|
9
|
|
$1.62M
|
+$360K
|
+10,342
|
+28%
|
|
|
10
|
Placemark Investments
Chicago,
Illinois
|
$1.46M
|
+$1.47M
|
+42,174
|
New
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.4M
|
+$254K
|
+7,310
|
+22%
|
|
|
12
|
VSR Financial Services
Overland Park,
Kansas
|
$796K
|
+$798K
|
+22,939
|
New
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$656K
|
+$125K
|
+3,585
|
+23%
|
|
|
14
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$357K
|
+$63.8K
|
+1,833
|
+22%
|
|
|
15
|
American International Group
New York
|
$52K
|
+$3.48K
|
+100
|
+7%
|
|
|
16
|
National Planning Corporation
El Segundo,
California
|
$31.4K
|
+$31.7K
|
+910
|
New
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$23K
|
+$104
|
+3
|
+0.5%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$535K
|
-15,560
|
Closed
|
|
|
19
|
Chevy Chase Trust
Bethesda,
Maryland
|
–
|
-$285K
|
-8,255
|
Closed
|
|
|
20
|
|
–
|
-$7K
|
-200
|
Closed
|
|
|
21
|
Parallax Volatility Advisers
San Francisco,
California
|
–
|
+$35
|
+1
|
New
|
|
