|
1
|
Mariner Wealth Advisors (Madison)
Overland Park,
Kansas
|
$4.56M
|
+$422K
|
+17,007
|
+10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.87M
|
+$2.85M
|
+114,923
|
New
|
|
|
3
|
|
$878K
|
+$873K
|
+35,197
|
New
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$375K
|
+$18.4K
|
+741
|
+5%
|
|
|
5
|
Legacy Private Trust
Neenah,
Wisconsin
|
$274K
|
–
|
–
|
–
|
|
|
6
|
|
$61K
|
+$56.7K
|
+2,287
|
+1,420%
|
|
|
7
|
|
$44K
|
+$43.3K
|
+1,744
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36K
|
-$333K
|
-13,419
|
-90%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$25K
|
+$24.8K
|
+1,000
|
New
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$25K
|
+$24.8K
|
+1,000
|
New
|
|
|
11
|
Tower Research Capital (TRC)
New York
|
$22K
|
+$21.9K
|
+881
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$17K
|
-$3.55K
|
-143
|
-17%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$17K
|
+$16.8K
|
+679
|
New
|
|
|
14
|
American International Group
New York
|
$14K
|
–
|
–
|
–
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$912K
|
-36,746
|
Closed
|
|
|
16
|
Nomura Holdings
Tokyo,
Japan
|
–
|
-$426K
|
-17,200
|
Closed
|
|
