|
1
|
Bank of America
Charlotte,
North Carolina
|
$8.31M
|
-$285K
|
-4,393
|
-3%
|
|
|
2
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$3.74M
|
-$45.8K
|
-706
|
-1%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$2.48M
|
+$2.01M
|
+30,933
|
+492%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$2.36M
|
-$402K
|
-6,195
|
-15%
|
|
|
5
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$2.3M
|
+$2.24M
|
+34,508
|
New
|
|
|
6
|
|
$1.6M
|
-$83.7K
|
-1,290
|
-5%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$1.57M
|
-$130K
|
-2,009
|
-8%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.43M
|
+$1.21M
|
+18,656
|
+683%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$1.36M
|
-$211K
|
-3,259
|
-14%
|
|
|
10
|
|
$1.31M
|
–
|
–
|
–
|
|
|
11
|
|
$1.27M
|
-$1.26M
|
-19,485
|
-51%
|
|
|
12
|
Karp Capital Management
Sausalito,
California
|
$1.16M
|
–
|
–
|
–
|
|
|
13
|
Xponance
Philadelphia,
Pennsylvania
|
$892K
|
–
|
–
|
–
|
|
|
14
|
LPL Financial
San Diego,
California
|
$572K
|
-$15.4K
|
-238
|
-3%
|
|
|
15
|
|
$437K
|
+$58.8K
|
+907
|
+16%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$320K
|
-$43.9K
|
-676
|
-12%
|
|
|
17
|
Wintrust Investments
Chicago,
Illinois
|
$286K
|
-$130
|
-2
|
-0%
|
|
|
18
|
WrapManager Inc
Mill Valley,
California
|
$270K
|
-$2.73K
|
-42
|
-1%
|
|
|
19
|
Concentrum Wealth Management
San Jose,
California
|
$239K
|
–
|
–
|
–
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$133K
|
–
|
–
|
–
|
|
|
21
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$37K
|
–
|
–
|
–
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$21K
|
–
|
–
|
–
|
|
|
23
|
First Personal Financial Services
Charlotte,
North Carolina
|
$16K
|
–
|
–
|
–
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$10K
|
+$9.86K
|
+152
|
New
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
