|
1
|
Bank of America
Charlotte,
North Carolina
|
$9.61M
|
+$7.01M
|
+171,814
|
+241%
|
|
|
2
|
Barings
Charlotte,
North Carolina
|
$5.26M
|
+$5.43M
|
+133,124
|
New
|
|
|
3
|
|
$4.4M
|
+$2.3M
|
+56,234
|
+102%
|
|
|
4
|
|
$3.73M
|
+$3.13M
|
+76,652
|
+430%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.61M
|
-$817K
|
-20,021
|
-18%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.61M
|
+$116K
|
+2,847
|
+8%
|
|
|
7
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$1.6M
|
-$58.6K
|
-1,435
|
-3%
|
|
|
8
|
HUB Investment Partners
Austin,
Texas
|
$716K
|
+$739K
|
+18,112
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$713K
|
-$954K
|
-23,369
|
-56%
|
|
|
10
|
Spire Wealth Management
Mclean,
Virginia
|
$592K
|
+$372K
|
+9,125
|
+156%
|
|
|
11
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$472K
|
–
|
–
|
–
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$461K
|
+$136K
|
+3,320
|
+40%
|
|
|
13
|
Global Retirement Partners
San Rafael,
California
|
$455K
|
-$11K
|
-270
|
-2%
|
|
|
14
|
RBC Europe
London,
United Kingdom
|
$332K
|
+$343K
|
+8,405
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$55K
|
-$249K
|
-6,100
|
-81%
|
|
|
16
|
WhitTier Trust Company
Reno,
Nevada
|
$53K
|
+$2.04K
|
+50
|
+4%
|
|
|
17
|
Whittier Trust
South Pasadena,
California
|
$35K
|
–
|
–
|
–
|
|
|
18
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$31K
|
+$32.8K
|
+803
|
New
|
|
|
19
|
Ancora Advisors
Cleveland,
Ohio
|
$24K
|
+$8.16K
|
+200
|
+50%
|
|
|
20
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$15.5K
|
+$6.94K
|
+170
|
+77%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$14K
|
+$1.71K
|
+42
|
+14%
|
|
|
22
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$13K
|
–
|
–
|
–
|
|
|
23
|
Parallel Advisors
San Francisco,
California
|
$8K
|
–
|
–
|
–
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8K
|
+$8.16K
|
+200
|
New
|
|
|
25
|
Bessemer Group
Woodbridge,
New Jersey
|
$6K
|
+$6.33K
|
+155
|
New
|
|
