|
1
|
Condor Capital Management
Martinsville,
New Jersey
|
$5.45M
|
+$617K
|
+19,146
|
+13%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.92M
|
+$589K
|
+18,271
|
+18%
|
|
|
3
|
|
$3.6M
|
+$283K
|
+8,788
|
+9%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.46M
|
+$1.41M
|
+43,623
|
+6,101%
|
|
|
5
|
|
$1.15M
|
+$167K
|
+5,173
|
+17%
|
|
|
6
|
|
$1.04M
|
+$126K
|
+3,924
|
+14%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$986K
|
-$341K
|
-10,578
|
-26%
|
|
|
8
|
|
$965K
|
+$945K
|
+29,311
|
New
|
|
|
9
|
One Capital Management
Westlake Village,
California
|
$596K
|
+$584K
|
+18,106
|
New
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$510K
|
+$122K
|
+3,789
|
+32%
|
|
|
11
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$300K
|
–
|
–
|
–
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$190K
|
–
|
–
|
–
|
|
|
13
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$35K
|
+$5.13K
|
+159
|
+18%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$23K
|
+$645
|
+20
|
+3%
|
|
|
15
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$19K
|
–
|
–
|
–
|
|
|
16
|
|
$17K
|
+$17K
|
+528
|
New
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$10K
|
-$1.55K
|
-48
|
-13%
|
|
|
18
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$10K
|
–
|
–
|
–
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$9K
|
–
|
–
|
–
|
|
|
20
|
MSI Financial Services
Springfield,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$92K
|
-2,826
|
Closed
|
|
