|
1
|
Creative Planning
Overland Park,
Kansas
|
$4.65M
|
+$569K
|
+57,666
|
+14%
|
|
|
2
|
Millennium Management
New York
|
$1.63M
|
-$317K
|
-32,072
|
-17%
|
|
|
3
|
Vanguard Group
Malvern,
Pennsylvania
|
$968K
|
+$31.6K
|
+3,200
|
+3%
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$512K
|
+$150K
|
+15,150
|
+42%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$338K
|
+$2.6K
|
+263
|
+0.8%
|
|
|
6
|
Alpha Cubed Investments
Irvine,
California
|
$281K
|
–
|
–
|
–
|
|
|
7
|
Scotia Capital
Toronto,
Ontario, Canada
|
$275K
|
+$270K
|
+27,365
|
New
|
|
|
8
|
|
$228K
|
–
|
–
|
–
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$127K
|
+$10K
|
+1,011
|
+9%
|
|
|
10
|
HL Financial Services
Louisville,
Kentucky
|
$101K
|
–
|
–
|
–
|
|
|
11
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$88K
|
+$86.6K
|
+8,774
|
New
|
|
|
12
|
|
$21K
|
+$19.7K
|
+2,000
|
+2,000%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$18K
|
+$17.7K
|
+1,791
|
New
|
|
|
14
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$15.1K
|
–
|
–
|
–
|
|
|
15
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$11K
|
+$11.1K
|
+1,128
|
New
|
|
|
16
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$10K
|
–
|
–
|
–
|
|
|
17
|
Barclays
London,
United Kingdom
|
$3K
|
+$3.15K
|
+319
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
-$37.9K
|
-3,843
|
-97%
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$1K
|
–
|
–
|
–
|
|
|
20
|
Parallel Advisors
San Francisco,
California
|
$1K
|
+$494
|
+50
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$22K
|
-2,000
|
Closed
|
|
|
22
|
Tower Research Capital (TRC)
New York
|
–
|
-$19K
|
-1,705
|
Closed
|
|
