|
1
|
Wells Fargo
San Francisco,
California
|
$16.4M
|
+$1.34M
|
+52,648
|
+9%
|
|
|
2
|
Cabot Wealth Management
Salem,
Massachusetts
|
$4.45M
|
-$75.4K
|
-2,965
|
-2%
|
|
|
3
|
Tortoise Investment Management
White Plains,
New York
|
$4.19M
|
+$656K
|
+25,782
|
+19%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.98M
|
+$1.98M
|
+77,689
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.88M
|
+$925K
|
+36,379
|
+97%
|
|
|
6
|
Advisors Preferred
Rockville,
Maryland
|
$1.67M
|
+$1.67M
|
+65,600
|
New
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.27M
|
+$641K
|
+25,223
|
+102%
|
|
|
8
|
|
$1.16M
|
+$388K
|
+15,276
|
+50%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$640K
|
+$90.1K
|
+3,541
|
+16%
|
|
|
10
|
Bank of New York Mellon
New York
|
$506K
|
–
|
–
|
–
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$475K
|
+$473K
|
+18,580
|
New
|
|
|
12
|
Colony Group
Boston,
Massachusetts
|
$262K
|
+$261K
|
+10,260
|
New
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$261K
|
+$27K
|
+1,062
|
+12%
|
|
|
14
|
Principal Financial Group
Des Moines,
Iowa
|
$255K
|
–
|
–
|
–
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$51K
|
-$5.09K
|
-200
|
-9%
|
|
|
16
|
American International Group
New York
|
$19.2K
|
–
|
–
|
–
|
|
|
17
|
|
–
|
-$318K
|
-12,567
|
Closed
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$223K
|
-8,800
|
Closed
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$33K
|
-1,294
|
Closed
|
|
|
20
|
Parallax Volatility Advisers
San Francisco,
California
|
–
|
+$25
|
+1
|
New
|
|
