|
1
|
Xponance
Philadelphia,
Pennsylvania
|
$19.9M
|
+$4.89M
|
+82,917
|
+29%
|
|
|
2
|
|
$11.4M
|
+$9.19M
|
+155,680
|
+286%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$5.94M
|
+$1.93M
|
+32,623
|
+43%
|
|
|
4
|
|
$2.54M
|
-$50K
|
-847
|
-2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$2.45M
|
-$351K
|
-5,950
|
-12%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.44M
|
-$4.05M
|
-68,544
|
-72%
|
|
|
7
|
|
$1.44M
|
-$1.39M
|
-23,603
|
-47%
|
|
|
8
|
Eaton Vance Management
Boston,
Massachusetts
|
$862K
|
–
|
–
|
–
|
|
|
9
|
Advisory Services Network
Atlanta,
Georgia
|
$831K
|
+$98.4K
|
+1,667
|
+12%
|
|
|
10
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$453K
|
+$490K
|
+8,300
|
New
|
|
|
11
|
The Family Firm
Bethesda,
Maryland
|
$395K
|
-$91.7K
|
-1,553
|
-18%
|
|
|
12
|
Banco de Sabadell
Miami,
Florida
|
$292K
|
–
|
–
|
–
|
|
|
13
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$178K
|
–
|
–
|
–
|
|
|
14
|
DZ Bank
Frankfurt Am Main,
Germany
|
$109K
|
+$118K
|
+2,000
|
New
|
|
|
15
|
Parallel Advisors
San Francisco,
California
|
$49K
|
–
|
–
|
–
|
|
|
16
|
|
$44K
|
+$3.84K
|
+65
|
+9%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$43K
|
-$23.4K
|
-396
|
-33%
|
|
|
18
|
Baystate Wealth Management
Boston,
Massachusetts
|
$31K
|
+$236
|
+4
|
+0.7%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25K
|
–
|
–
|
–
|
|
|
20
|
Barclays
London,
United Kingdom
|
$21K
|
–
|
–
|
–
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18K
|
+$19.4K
|
+328
|
New
|
|
|
22
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$13K
|
–
|
–
|
–
|
|
|
23
|
Sandy Spring Bank
Olney,
Maryland
|
$11K
|
–
|
–
|
–
|
|
|
24
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$8K
|
+$9.15K
|
+155
|
New
|
|
|
25
|
Patten Group
Chattanooga,
Tennessee
|
$1K
|
–
|
–
|
–
|
|
