|
1
|
Affinity Wealth Management
Wilmington,
Delaware
|
$7.78M
|
-$332K
|
-7,923
|
-4%
|
|
|
2
|
|
$3.55M
|
-$266K
|
-6,339
|
-7%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$3.2M
|
+$2.02M
|
+48,238
|
+162%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$3.08M
|
-$307K
|
-7,333
|
-9%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.47M
|
–
|
–
|
–
|
|
|
6
|
|
$1.57M
|
+$184K
|
+4,393
|
+13%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.51M
|
+$12.7K
|
+304
|
+0.8%
|
|
|
8
|
Coldstream Capital Management
Bellevue,
Washington
|
$833K
|
-$22.1K
|
-527
|
-3%
|
|
|
9
|
Bank of New York Mellon
New York
|
$747K
|
-$26.2K
|
-624
|
-3%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$565K
|
-$450K
|
-10,726
|
-44%
|
|
|
11
|
Whalerock Point Partners
Providence,
Rhode Island
|
$534K
|
+$545K
|
+13,000
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$492K
|
-$713
|
-17
|
-0.1%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$420K
|
+$34.8K
|
+830
|
+9%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$411K
|
–
|
–
|
–
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$360K
|
–
|
–
|
–
|
|
|
16
|
Intrust Bank
Wichita,
Kansas
|
$288K
|
–
|
–
|
–
|
|
|
17
|
Cahill Financial Advisors
Edina,
Minnesota
|
$209K
|
+$213K
|
+5,085
|
New
|
|
|
18
|
Next Financial Group
Houston,
Texas
|
$177K
|
-$71.3K
|
-1,700
|
-28%
|
|
|
19
|
American International Group
New York
|
$161K
|
+$4.82K
|
+115
|
+3%
|
|
|
20
|
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
$154K
|
+$231K
|
+5,500
|
New
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$153K
|
+$156K
|
+3,727
|
New
|
|
|
22
|
MSI Financial Services
Springfield,
Massachusetts
|
$115K
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$56K
|
-$786K
|
-18,757
|
-93%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$28K
|
-$3.86K
|
-92
|
-12%
|
|
|
25
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$21K
|
+$252
|
+6
|
+1%
|
|
