|
1
|
Bank of America
Charlotte,
North Carolina
|
$136M
|
-$11.8M
|
-93,296
|
-8%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$122M
|
+$6.95M
|
+55,001
|
+6%
|
|
|
3
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$118M
|
+$116M
|
+916,893
|
+4,156%
|
|
|
4
|
|
$57.8M
|
-$17.2M
|
-136,169
|
-23%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$48.7M
|
+$3.48M
|
+27,569
|
+8%
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$42.4M
|
+$947K
|
+7,495
|
+2%
|
|
|
7
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$28.2M
|
+$27.8M
|
+220,056
|
+5,683%
|
|
|
8
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$16.3M
|
+$807K
|
+6,385
|
+5%
|
|
|
9
|
|
$12.6M
|
+$59.1K
|
+468
|
+0.5%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$9.4M
|
–
|
–
|
–
|
|
|
11
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$9.25M
|
+$4.13M
|
+32,671
|
+80%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9.19M
|
-$1.02M
|
-8,070
|
-10%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$9.04M
|
-$650K
|
-5,142
|
-7%
|
|
|
14
|
Edmond de Rothschild (Monaco)
Monaco
|
$8.69M
|
+$8.73M
|
+69,100
|
New
|
|
|
15
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$8.24M
|
-$433K
|
-3,429
|
-5%
|
|
|
16
|
Edmond de Rothschild Private Merchant Banking
London,
United Kingdom
|
$8.15M
|
+$8.19M
|
+64,790
|
New
|
|
|
17
|
Edmond de Rothschild (Europe)
Luxembourg
|
$7.58M
|
+$7.61M
|
+60,256
|
New
|
|
|
18
|
Bailard
Foster City,
California
|
$6.98M
|
-$52.3K
|
-414
|
-0.7%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.48M
|
+$783K
|
+6,199
|
+14%
|
|
|
20
|
Rand Wealth
Baltimore,
Maryland
|
$6.04M
|
+$131K
|
+1,037
|
+2%
|
|
|
21
|
National Planning Corporation
El Segundo,
California
|
$6.02M
|
-$599K
|
-4,737
|
-9%
|
|
|
22
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$5.66M
|
-$750K
|
-5,939
|
-12%
|
|
|
23
|
SG Americas Securities
New York
|
$5.62M
|
-$1.3M
|
-10,300
|
-19%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$5.58M
|
+$3.78M
|
+29,915
|
+210%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.06M
|
-$126K
|
-998
|
-3%
|
|
