|
1
|
|
$1.65M
|
+$1.69M
|
+26,994
|
New
|
|
|
2
|
Veritable
Wilmington,
Delaware
|
$907K
|
–
|
–
|
–
|
|
|
3
|
|
$813K
|
+$245K
|
+3,912
|
+42%
|
|
|
4
|
Atria Investments
Charlotte,
North Carolina
|
$561K
|
+$575K
|
+9,178
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$463K
|
+$224K
|
+3,570
|
+89%
|
|
|
6
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$373K
|
-$1.57K
|
-25
|
-0.4%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$319K
|
+$38.5K
|
+615
|
+13%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$306K
|
-$319K
|
-5,096
|
-50%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$290K
|
-$15.7K
|
-250
|
-5%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$200K
|
+$132K
|
+2,103
|
+180%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$192K
|
–
|
–
|
–
|
|
|
12
|
Stanford Investment Group
Mountain View,
California
|
$150K
|
–
|
–
|
–
|
|
|
13
|
|
$133K
|
-$5.89K
|
-94
|
-4%
|
|
|
14
|
Advisors Preferred
Rockville,
Maryland
|
$115K
|
+$118K
|
+1,883
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$110K
|
-$43.4K
|
-692
|
-28%
|
|
|
16
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$44K
|
–
|
–
|
–
|
|
|
17
|
|
$42K
|
–
|
–
|
–
|
|
|
18
|
MSI Financial Services
Springfield,
Massachusetts
|
$35K
|
+$18.7K
|
+299
|
+112%
|
|
|
19
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$24K
|
–
|
–
|
–
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$20K
|
+$5.64K
|
+90
|
+36%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18K
|
–
|
–
|
–
|
|
|
22
|
Howe & Rusling
Rochester,
New York
|
$18K
|
–
|
–
|
–
|
|
|
23
|
QCI Asset Management
Pittsford,
New York
|
$12K
|
–
|
–
|
–
|
|
|
24
|
Community Financial Services Group
Newport,
Vermont
|
$11K
|
–
|
–
|
–
|
|
|
25
|
American International Group
New York
|
$10.2K
|
+$6.26K
|
+100
|
+152%
|
|
