|
1
|
SFMG Wealth Advisors
Plano,
Texas
|
$908K
|
+$867K
|
+28,995
|
New
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$542K
|
-$135K
|
-4,500
|
-21%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$314K
|
+$26.2K
|
+875
|
+10%
|
|
|
4
|
Kempner Capital Management
Galveston,
Texas
|
$298K
|
–
|
–
|
–
|
|
|
5
|
|
$267K
|
-$422K
|
-14,111
|
-62%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$160K
|
–
|
–
|
–
|
|
|
7
|
|
$127K
|
+$12.8K
|
+429
|
+12%
|
|
|
8
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$75K
|
–
|
–
|
–
|
|
|
9
|
|
$62K
|
+$2.99K
|
+100
|
+5%
|
|
|
10
|
Evensky & Katz
Coral Gables,
Florida
|
$50K
|
+$47.5K
|
+1,587
|
+6,900%
|
|
|
11
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$49K
|
+$2.75K
|
+92
|
+6%
|
|
|
12
|
American International Group
New York
|
$31.9K
|
–
|
–
|
–
|
|
|
13
|
Tradewinds Capital Management
Bellingham,
Washington
|
$19K
|
+$17.9K
|
+600
|
New
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$14K
|
+$13K
|
+433
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$7K
|
+$3.5K
|
+117
|
+117%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$6K
|
–
|
–
|
–
|
|
|
17
|
US Financial Advisors
Braintree,
Massachusetts
|
$6K
|
–
|
–
|
–
|
|
|
18
|
Next Financial Group
Houston,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
19
|
MSI Financial Services
Springfield,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.06M
|
-35,546
|
Closed
|
|
