|
1
|
Bank of America
Charlotte,
North Carolina
|
$71M
|
-$5.8M
|
-71,294
|
-8%
|
|
|
2
|
|
$69.7M
|
+$3.65M
|
+44,872
|
+6%
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$38.7M
|
-$101K
|
-1,244
|
-0.3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$28.4M
|
-$638K
|
-7,846
|
-2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$23M
|
+$1.84M
|
+22,662
|
+9%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.4M
|
+$200K
|
+2,462
|
+1%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$14.8M
|
-$2.2M
|
-27,050
|
-13%
|
|
|
8
|
|
$13.3M
|
+$11.4M
|
+139,600
|
+699%
|
|
|
9
|
Barings
Charlotte,
North Carolina
|
$12.1M
|
+$10.7M
|
+131,474
|
+975%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.28M
|
-$299K
|
-3,678
|
-4%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$7.58M
|
+$778K
|
+9,572
|
+12%
|
|
|
12
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$7.39M
|
-$439K
|
-5,400
|
-6%
|
|
|
13
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$7.07M
|
+$6.88M
|
+84,566
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$6.81M
|
+$5.13M
|
+63,070
|
+342%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.8M
|
+$1.21M
|
+14,934
|
+35%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.4M
|
+$148K
|
+1,826
|
+4%
|
|
|
17
|
Credit Suisse
Zurich,
Switzerland
|
$3.86M
|
–
|
–
|
–
|
|
|
18
|
Modus Advisors
Excelsior,
Minnesota
|
$3.49M
|
+$1.02M
|
+12,544
|
+43%
|
|
|
19
|
First Citizens Financial Corp
Mason City,
Iowa
|
$3.18M
|
-$25.7K
|
-316
|
-0.8%
|
|
|
20
|
Jess S. Morgan & Co
Los Angeles,
California
|
$3.17M
|
-$142K
|
-1,744
|
-4%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$3.16M
|
-$82.8K
|
-1,018
|
-3%
|
|
|
22
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$3.07M
|
-$22.3K
|
-274
|
-0.7%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.82M
|
+$210K
|
+2,588
|
+8%
|
|
|
24
|
Magnolia Capital Management
Cold Spring,
New York
|
$2.81M
|
–
|
–
|
–
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.66M
|
-$755K
|
-9,280
|
-23%
|
|
