|
1
|
Bank of America
Charlotte,
North Carolina
|
$29.9M
|
-$12.4M
|
-261,974
|
-29%
|
|
|
2
|
|
$16M
|
-$4.05M
|
-85,881
|
-20%
|
|
|
3
|
Congress Wealth Management
Boston,
Massachusetts
|
$9.18M
|
+$842K
|
+17,857
|
+10%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$2.93M
|
-$2.62M
|
-55,548
|
-47%
|
|
|
5
|
UBP Investment Advisors
Geneva,
Switzerland
|
$2.4M
|
-$5.56M
|
-117,981
|
-96%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.54M
|
+$964K
|
+20,439
|
+159%
|
|
|
7
|
Banco Santander
Madrid,
Spain
|
$1.52M
|
+$1.56M
|
+33,000
|
New
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$1.5M
|
+$9.62K
|
+204
|
+0.6%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.41M
|
-$165K
|
-3,504
|
-10%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$964K
|
+$17.4K
|
+369
|
+2%
|
|
|
11
|
|
$932K
|
-$1.82M
|
-38,580
|
-66%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$893K
|
+$20.5K
|
+434
|
+2%
|
|
|
13
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$820K
|
+$4.72K
|
+100
|
+0.6%
|
|
|
14
|
Clear Creek Financial Management
Silverdale,
Washington
|
$814K
|
+$109K
|
+2,312
|
+15%
|
|
|
15
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$591K
|
-$48.1K
|
-1,019
|
-7%
|
|
|
16
|
Advisors Asset Management
Monument,
Colorado
|
$485K
|
+$7.74K
|
+164
|
+2%
|
|
|
17
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$382K
|
+$164K
|
+3,485
|
+73%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$366K
|
-$356K
|
-7,549
|
-49%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$366K
|
+$357K
|
+7,565
|
+2,186%
|
|
|
20
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$336K
|
–
|
–
|
–
|
|
|
21
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$294K
|
–
|
–
|
–
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$235K
|
-$106K
|
-2,244
|
-31%
|
|
|
23
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$161K
|
+$21.9K
|
+465
|
+15%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$77K
|
-$1.23K
|
-26
|
-2%
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$61K
|
+$62.1K
|
+1,316
|
New
|
|
