|
1
|
Affinity Wealth Management
Wilmington,
Delaware
|
$8.04M
|
+$105K
|
+2,553
|
+1%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$3.1M
|
-$207K
|
-5,048
|
-7%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.65M
|
–
|
–
|
–
|
|
|
4
|
|
$2.48M
|
+$1.75M
|
+42,549
|
+304%
|
|
|
5
|
Madrona Financial Services
Everett,
Washington
|
$1.92M
|
+$1.79M
|
+43,637
|
New
|
|
|
6
|
|
$1.42M
|
-$498K
|
-12,137
|
-27%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.39M
|
-$418K
|
-10,173
|
-24%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$1.35M
|
+$249K
|
+6,060
|
+25%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$1.31M
|
-$2.13M
|
-51,799
|
-63%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.18M
|
+$385K
|
+9,377
|
+54%
|
|
|
11
|
Bank of New York Mellon
New York
|
$895K
|
+$10.2K
|
+248
|
+1%
|
|
|
12
|
Coldstream Capital Management
Bellevue,
Washington
|
$676K
|
-$22.3K
|
-542
|
-3%
|
|
|
13
|
Whalerock Point Partners
Providence,
Rhode Island
|
$570K
|
–
|
–
|
–
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$516K
|
-$11.3K
|
-276
|
-2%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$453K
|
-$87.9K
|
-2,140
|
-17%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$374K
|
-$47.5K
|
-1,157
|
-12%
|
|
|
17
|
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
$314K
|
+$674K
|
+16,400
|
+1,025%
|
|
|
18
|
Cahill Financial Advisors
Edina,
Minnesota
|
$270K
|
+$34K
|
+827
|
+16%
|
|
|
19
|
Intrust Bank
Wichita,
Kansas
|
$264K
|
–
|
–
|
–
|
|
|
20
|
LPL Financial
San Diego,
California
|
$233K
|
+$221K
|
+5,392
|
New
|
|
|
21
|
Virtu KCG Holdings
New York
|
$224K
|
-$40.8K
|
-994
|
-16%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$178K
|
–
|
–
|
–
|
|
|
23
|
MSI Financial Services
Springfield,
Massachusetts
|
$176K
|
-$35.4K
|
-862
|
-18%
|
|
|
24
|
American International Group
New York
|
$166K
|
-$2.3K
|
-56
|
-1%
|
|
|
25
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$51K
|
+$46.4K
|
+1,130
|
+3,531%
|
|
