|
1
|
Bank of America
Charlotte,
North Carolina
|
$11.9M
|
+$649K
|
+19,910
|
+6%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.66M
|
+$3.67M
|
+112,488
|
New
|
|
|
3
|
|
$2.87M
|
+$2.88M
|
+88,184
|
New
|
|
|
4
|
|
$2.55M
|
-$135K
|
-4,144
|
-5%
|
|
|
5
|
|
$2.02M
|
+$2.02M
|
+61,963
|
New
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.58M
|
+$818K
|
+25,095
|
+107%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.49M
|
+$124K
|
+3,803
|
+9%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$884K
|
-$290K
|
-8,887
|
-25%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$628K
|
+$627K
|
+19,222
|
New
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$392K
|
+$393K
|
+12,041
|
New
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$317K
|
+$318K
|
+9,758
|
New
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$187K
|
+$140K
|
+4,292
|
+300%
|
|
|
13
|
WFG Advisors
Dallas,
Texas
|
$104K
|
–
|
–
|
–
|
|
|
14
|
Sandy Spring Bank
Olney,
Maryland
|
$57K
|
-$40.4K
|
-1,240
|
-41%
|
|
|
15
|
American International Group
New York
|
$1.63K
|
–
|
–
|
–
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.01M
|
-31,513
|
Closed
|
|
|
17
|
Parametric Portfolio Associates
Seattle,
Washington
|
–
|
-$431K
|
-13,413
|
Closed
|
|
|
18
|
Virtu KCG Holdings
New York
|
–
|
-$390K
|
-12,157
|
Closed
|
|
|
19
|
Confluence Investment Management
St. Louis,
Missouri
|
–
|
-$340K
|
-10,590
|
Closed
|
|
