|
1
|
|
$12.5M
|
-$109K
|
-1,853
|
-0.9%
|
|
|
2
|
Xponance
Philadelphia,
Pennsylvania
|
$11.2M
|
-$9.48M
|
-161,432
|
-47%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$3.93M
|
-$220K
|
-3,749
|
-6%
|
|
|
4
|
|
$2.84M
|
-$2.17K
|
-37
|
-0.1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2.6M
|
+$385K
|
+6,558
|
+18%
|
|
|
6
|
|
$2.48M
|
+$742K
|
+12,638
|
+45%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.47M
|
-$2.27M
|
-38,575
|
-62%
|
|
|
8
|
Advisory Services Network
Atlanta,
Georgia
|
$1.01M
|
–
|
–
|
–
|
|
|
9
|
Eaton Vance Management
Boston,
Massachusetts
|
$774K
|
–
|
–
|
–
|
|
|
10
|
The Family Firm
Bethesda,
Maryland
|
$536K
|
+$89.1K
|
+1,517
|
+21%
|
|
|
11
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$501K
|
–
|
–
|
–
|
|
|
12
|
Flow Traders U.S.
New York
|
$464K
|
-$4.06M
|
-69,114
|
-90%
|
|
|
13
|
Fiduciary Trust
Boston,
Massachusetts
|
$403K
|
+$388K
|
+6,600
|
New
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$305K
|
-$383K
|
-6,529
|
-57%
|
|
|
15
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$281K
|
–
|
–
|
–
|
|
|
16
|
Atria Investments
Charlotte,
North Carolina
|
$252K
|
+$243K
|
+4,131
|
New
|
|
|
17
|
Executive Wealth Management
Brighton,
Michigan
|
$252K
|
+$243K
|
+4,131
|
New
|
|
|
18
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$200K
|
–
|
–
|
–
|
|
|
19
|
Parallel Advisors
San Francisco,
California
|
$55K
|
–
|
–
|
–
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$49K
|
–
|
–
|
–
|
|
|
21
|
|
$48K
|
–
|
–
|
–
|
|
|
22
|
Baystate Wealth Management
Boston,
Massachusetts
|
$33K
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28K
|
–
|
–
|
–
|
|
|
24
|
Barclays
London,
United Kingdom
|
$24K
|
–
|
–
|
–
|
|
|
25
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$15K
|
–
|
–
|
–
|
|
