|
1
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.37M
|
+$468K
|
+13,937
|
+51%
|
|
|
2
|
|
$975K
|
-$203K
|
-6,057
|
-17%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$665K
|
-$16.8K
|
-500
|
-2%
|
|
|
4
|
|
$569K
|
+$282K
|
+8,398
|
+96%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$496K
|
+$92.6K
|
+2,760
|
+23%
|
|
|
6
|
Private Advisor Group
Morristown,
New Jersey
|
$215K
|
-$667K
|
-19,872
|
-75%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$174K
|
-$20.5K
|
-610
|
-10%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$135K
|
+$2.58K
|
+77
|
+2%
|
|
|
9
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$62.1K
|
–
|
–
|
–
|
|
|
10
|
Private Capital Group
West Hartford,
Connecticut
|
$44K
|
–
|
–
|
–
|
|
|
11
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$42K
|
+$67
|
+2
|
+0.2%
|
|
|
12
|
Vestor Capital
Chicago,
Illinois
|
$42K
|
+$42K
|
+1,250
|
New
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$25K
|
+$34
|
+1
|
+0.1%
|
|
|
14
|
|
$10K
|
–
|
–
|
–
|
|
|
15
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$3K
|
–
|
–
|
–
|
|
|
16
|
Geneos Wealth Management
Englewood,
Colorado
|
$3K
|
–
|
–
|
–
|
|
|
17
|
William Blair & Company
Chicago,
Illinois
|
$3K
|
–
|
–
|
–
|
|
|
18
|
Evensky & Katz
Coral Gables,
Florida
|
$2K
|
+$34
|
+1
|
+2%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-$329K
|
-9,842
|
Closed
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$235K
|
-7,049
|
Closed
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$235K
|
-7,029
|
Closed
|
|
|
22
|
WealthSource Partners
San Luis Obispo,
California
|
–
|
-$204K
|
-6,113
|
Closed
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$34
|
+1
|
New
|
|
