|
1
|
Wells Fargo
San Francisco,
California
|
$3.55M
|
-$167K
|
-3,972
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.43M
|
-$1.06M
|
-25,149
|
-25%
|
|
|
3
|
|
$2.82M
|
-$1.89M
|
-44,761
|
-42%
|
|
|
4
|
|
$1.9M
|
+$1.47M
|
+34,920
|
+492%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.22M
|
-$99K
|
-2,350
|
-8%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$1.04M
|
-$284K
|
-6,748
|
-23%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$857K
|
-$81.3K
|
-1,929
|
-9%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$646K
|
+$212K
|
+5,032
|
+54%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$605K
|
–
|
–
|
–
|
|
|
10
|
Virtu KCG Holdings
New York
|
$588K
|
-$301K
|
-7,154
|
-36%
|
|
|
11
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$582K
|
+$9.7K
|
+230
|
+2%
|
|
|
12
|
SignalPoint Asset Management
Springfield,
Missouri
|
$468K
|
+$7.2K
|
+171
|
+2%
|
|
|
13
|
MSI Financial Services
Springfield,
Massachusetts
|
$379K
|
+$17.9K
|
+426
|
+5%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$356K
|
-$374K
|
-8,874
|
-53%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$154K
|
-$203K
|
-4,830
|
-59%
|
|
|
16
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$136K
|
-$253K
|
-6,000
|
Closed
|
|
|
17
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$136K
|
-$12.6K
|
-299
|
-9%
|
|
|
18
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$121K
|
–
|
–
|
–
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$88K
|
-$14.7K
|
-350
|
-15%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$60K
|
–
|
–
|
–
|
|
|
21
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$31K
|
-$41.6K
|
-988
|
-59%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$27K
|
–
|
–
|
–
|
|
|
23
|
First City Capital Management
Savannah,
Georgia
|
$11K
|
–
|
–
|
–
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
$10K
|
+$9.48K
|
+225
|
New
|
|
|
25
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$9K
|
–
|
–
|
–
|
|
