|
1
|
|
$17.3M
|
+$12.7M
|
+476,355
|
+167%
|
|
|
2
|
|
$11M
|
+$12.8M
|
+481,545
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$8.05M
|
-$1.72M
|
-64,515
|
-15%
|
|
|
4
|
|
$4.31M
|
-$769K
|
-28,835
|
-13%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.46M
|
+$4M
|
+150,000
|
New
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.8M
|
+$56.4K
|
+2,115
|
+3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.74M
|
-$473K
|
-17,745
|
-19%
|
|
|
8
|
|
$969K
|
-$58.1K
|
-2,180
|
-5%
|
|
|
9
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$939K
|
-$37.7K
|
-1,415
|
-3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$910K
|
-$2.53K
|
-95
|
-0.2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$857K
|
+$125K
|
+4,690
|
+14%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$818K
|
-$113K
|
-4,235
|
-11%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$812K
|
-$175K
|
-6,555
|
-16%
|
|
|
14
|
Belpointe Asset Management
Reno,
Nevada
|
$705K
|
+$206K
|
+7,730
|
+33%
|
|
|
15
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$705K
|
+$208K
|
+7,785
|
+34%
|
|
|
16
|
Renaissance Technologies
New York
|
$649K
|
–
|
–
|
–
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$627K
|
+$72.2K
|
+2,710
|
+11%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$591K
|
-$70K
|
-2,625
|
-9%
|
|
|
19
|
Knollwood Investment Advisory
Hunt Valley,
Maryland
|
$515K
|
–
|
–
|
–
|
|
|
20
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$504K
|
-$2.93M
|
-109,830
|
-83%
|
|
|
21
|
|
$503K
|
+$589K
|
+22,085
|
New
|
|
|
22
|
Mutual Advisors
Omaha,
Nebraska
|
$415K
|
–
|
–
|
–
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$364K
|
-$10.8K
|
-405
|
-2%
|
|
|
24
|
Valeo Financial Advisors
Carmel,
Indiana
|
$347K
|
–
|
–
|
–
|
|
|
25
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$347K
|
+$144K
|
+5,420
|
+55%
|
|
