|
1
|
Wells Fargo
San Francisco,
California
|
$18.7M
|
-$2.77M
|
-89,766
|
-13%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$18.2M
|
+$662K
|
+21,459
|
+4%
|
|
|
3
|
|
$15M
|
-$820K
|
-26,576
|
-5%
|
|
|
4
|
|
$13.7M
|
+$45.1K
|
+1,462
|
+0.3%
|
|
|
5
|
BTR Capital Management
Oakland,
California
|
$10.7M
|
-$167K
|
-5,407
|
-2%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$8.54M
|
+$4.03M
|
+130,603
|
+94%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$8.22M
|
-$306K
|
-9,930
|
-4%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.03M
|
-$150K
|
-4,870
|
-2%
|
|
|
9
|
Round Table Services
Westfield,
New Jersey
|
$7.06M
|
+$6.89M
|
+223,250
|
New
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$6.63M
|
+$155K
|
+5,017
|
+2%
|
|
|
11
|
Oppenheimer & Co
New York
|
$4.8M
|
+$166K
|
+5,379
|
+4%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.23M
|
+$333K
|
+10,802
|
+9%
|
|
|
13
|
Train Babcock Advisors
New York
|
$4.21M
|
+$4.1M
|
+132,930
|
New
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.16M
|
+$4.06M
|
+131,536
|
New
|
|
|
15
|
Edelman Financial Services
Fairfax,
Virginia
|
$3.91M
|
+$12.3K
|
+400
|
+0.3%
|
|
|
16
|
Jackson Financial Management
Costa Mesa,
California
|
$3.89M
|
+$3.79M
|
+122,851
|
New
|
|
|
17
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$3.88M
|
+$2.95M
|
+95,670
|
+350%
|
|
|
18
|
West Family Investments
Carlsbad,
California
|
$3.69M
|
–
|
–
|
–
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.55M
|
-$132K
|
-4,268
|
-4%
|
|
|
20
|
SG Americas Securities
New York
|
$3.4M
|
+$1.38M
|
+44,653
|
+71%
|
|
|
21
|
Appleton Partners
Boston,
Massachusetts
|
$3.28M
|
-$50.6K
|
-1,640
|
-2%
|
|
|
22
|
Amundi Asset Management US
Boston,
Massachusetts
|
$3.26M
|
–
|
–
|
–
|
|
|
23
|
|
$3.21M
|
-$187K
|
-6,057
|
-6%
|
|
|
24
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$2.45M
|
-$43.2K
|
-1,400
|
-2%
|
|
|
25
|
Ashford Capital Management
Wilmington,
Delaware
|
$2.34M
|
-$113K
|
-3,667
|
-5%
|
|
