|
1
|
Bank of America
Charlotte,
North Carolina
|
$36.3M
|
+$15.3M
|
+369,373
|
+65%
|
|
|
2
|
|
$15.4M
|
+$3.96M
|
+95,487
|
+32%
|
|
|
3
|
UBP Investment Advisors
Geneva,
Switzerland
|
$4.23M
|
-$758K
|
-18,308
|
-14%
|
|
|
4
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$2.6M
|
+$2.77M
|
+66,968
|
New
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$1.9M
|
-$27.1K
|
-654
|
-1%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$1.57M
|
+$304K
|
+7,346
|
+22%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.32M
|
+$144K
|
+3,475
|
+11%
|
|
|
8
|
|
$761K
|
-$15.7K
|
-378
|
-2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$699K
|
-$184K
|
-4,438
|
-20%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$613K
|
+$90.3K
|
+2,180
|
+16%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$607K
|
+$313K
|
+7,550
|
+94%
|
|
|
12
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$520K
|
+$10.7K
|
+258
|
+2%
|
|
|
13
|
PFG Advisors
Phoenix,
Arizona
|
$391K
|
+$416K
|
+10,037
|
New
|
|
|
14
|
Advisors Asset Management
Monument,
Colorado
|
$377K
|
-$19.6K
|
-473
|
-5%
|
|
|
15
|
|
$353K
|
+$375K
|
+9,062
|
New
|
|
|
16
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$344K
|
-$5.88K
|
-142
|
-2%
|
|
|
17
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$249K
|
–
|
–
|
–
|
|
|
18
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$214K
|
-$96.3K
|
-2,324
|
-30%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$199K
|
-$88.5K
|
-2,137
|
-30%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$74K
|
+$33.6K
|
+810
|
+73%
|
|
|
21
|
Realta Investment Advisors
Wilmington,
Delaware
|
$27K
|
+$28.8K
|
+696
|
New
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$26K
|
-$17.5K
|
-423
|
-39%
|
|
|
23
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$7.77K
|
–
|
–
|
–
|
|
|
24
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$3K
|
–
|
–
|
–
|
|
|
25
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$2K
|
–
|
–
|
–
|
|
