|
1
|
Bank of America
Charlotte,
North Carolina
|
$22.9M
|
-$3.65M
|
-84,225
|
-13%
|
|
|
2
|
|
$12.2M
|
-$2.01M
|
-46,446
|
-13%
|
|
|
3
|
UBP Investment Advisors
Geneva,
Switzerland
|
$5.16M
|
+$5.28M
|
+121,771
|
+2,298%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$2.01M
|
-$604K
|
-13,936
|
-22%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$1.34M
|
+$28.7K
|
+663
|
+2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.24M
|
-$130
|
-3
|
-0%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$910K
|
+$65.8K
|
+1,518
|
+7%
|
|
|
8
|
|
$810K
|
-$10.1K
|
-234
|
-1%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$552K
|
-$251K
|
-5,785
|
-30%
|
|
|
10
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$532K
|
+$12.9K
|
+297
|
+2%
|
|
|
11
|
Advisors Asset Management
Monument,
Colorado
|
$413K
|
-$15K
|
-346
|
-3%
|
|
|
12
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$364K
|
+$30.7K
|
+708
|
+9%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$327K
|
-$1.09M
|
-25,224
|
-76%
|
|
|
14
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$317K
|
+$23.4K
|
+541
|
+7%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$293K
|
-$31.4K
|
-724
|
-9%
|
|
|
16
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$268K
|
-$484K
|
-11,175
|
-63%
|
|
|
17
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$260K
|
–
|
–
|
–
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$242K
|
+$37.7K
|
+871
|
+17%
|
|
|
19
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$103K
|
-$40.7K
|
-940
|
-27%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$54K
|
+$173
|
+4
|
+0.3%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$45K
|
-$24.8K
|
-573
|
-34%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$44K
|
-$296K
|
-6,827
|
-86%
|
|
|
23
|
Retirement Group
San Diego,
California
|
$34K
|
-$11.3K
|
-260
|
-24%
|
|
|
24
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$8.13K
|
–
|
–
|
–
|
|
|
25
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$4K
|
+$4.2K
|
+97
|
New
|
|
