|
1
|
Wells Fargo
San Francisco,
California
|
$64.2M
|
+$11.7M
|
+128,358
|
+20%
|
|
|
2
|
|
$11.8M
|
+$215K
|
+2,348
|
+2%
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
$1.75M
|
+$258K
|
+2,828
|
+16%
|
|
|
4
|
Signet Financial Management
Parsippany,
New Jersey
|
$1.56M
|
-$53.8K
|
-589
|
-3%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.43M
|
+$1.19M
|
+13,053
|
+347%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.07M
|
+$137K
|
+1,502
|
+13%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.07M
|
-$7.68K
|
-84
|
-0.7%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.04M
|
+$1.12M
|
+12,244
|
New
|
|
|
9
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$749K
|
+$805K
|
+8,809
|
New
|
|
|
10
|
Smith, Moore & Co
Clayton,
Missouri
|
$743K
|
–
|
–
|
–
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$687K
|
+$133K
|
+1,459
|
+22%
|
|
|
12
|
Wharton Business Group
Malvern,
Pennsylvania
|
$635K
|
-$22.4M
|
-245,220
|
-97%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$571K
|
+$102K
|
+1,111
|
+20%
|
|
|
14
|
Managed Account Advisors
Jersey City,
New Jersey
|
$533K
|
+$412K
|
+4,508
|
+257%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$382K
|
-$85.8K
|
-939
|
-17%
|
|
|
16
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$215K
|
–
|
–
|
–
|
|
|
17
|
Virtu KCG Holdings
New York
|
$173K
|
+$186K
|
+2,039
|
New
|
|
|
18
|
Tortoise Investment Management
White Plains,
New York
|
$43K
|
–
|
–
|
–
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$28K
|
–
|
–
|
–
|
|
|
20
|
American International Group
New York
|
$18.4K
|
-$79K
|
-864
|
-80%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12K
|
+$12.2K
|
+133
|
New
|
|
|
22
|
WFG Advisors
Dallas,
Texas
|
$6K
|
+$91
|
+1
|
+2%
|
|
|
23
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$2K
|
+$1.65K
|
+18
|
New
|
|
|
24
|
|
–
|
-$440K
|
-4,817
|
Closed
|
|
|
25
|
|
–
|
-$183K
|
-2,003
|
Closed
|
|
