|
1
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$618K
|
+$56.8K
|
+3,914
|
+10%
|
|
|
2
|
WhitTier Trust Company
Reno,
Nevada
|
$567K
|
–
|
–
|
–
|
|
|
3
|
ACG Wealth
Atlanta,
Georgia
|
$493K
|
–
|
–
|
–
|
|
|
4
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$315K
|
–
|
–
|
–
|
|
|
5
|
Fruth Investment Management
Houston,
Texas
|
$253K
|
–
|
–
|
–
|
|
|
6
|
LPL Financial
San Diego,
California
|
$177K
|
-$91.3K
|
-6,292
|
-34%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$177K
|
-$3.47K
|
-239
|
-2%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$176K
|
-$6.63K
|
-457
|
-4%
|
|
|
9
|
Whittier Trust
South Pasadena,
California
|
$148K
|
–
|
–
|
–
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$131K
|
+$15
|
+1
|
+0%
|
|
|
11
|
IFP Advisors
Tampa,
Florida
|
$92K
|
–
|
–
|
–
|
|
|
12
|
|
$79K
|
-$3.81K
|
-263
|
-5%
|
|
|
13
|
|
$51K
|
+$50.8K
|
+3,500
|
New
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$31K
|
-$21.2K
|
-1,462
|
-41%
|
|
|
15
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$22K
|
–
|
–
|
–
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$15K
|
–
|
–
|
–
|
|
|
17
|
Founders Capital Management (Texas)
Houston,
Texas
|
$12K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11K
|
+$4.34K
|
+299
|
+69%
|
|
|
19
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$7K
|
–
|
–
|
–
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
21
|
Brown Advisory
Baltimore,
Maryland
|
–
|
-$348K
|
-24,430
|
Closed
|
|
|
22
|
Curi RMB Capital
Chicago,
Illinois
|
–
|
-$275K
|
-19,318
|
Closed
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$71K
|
-5,000
|
Closed
|
|
