|
1
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$3.48M
|
+$187K
|
+4,800
|
+6%
|
|
|
2
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$3.35M
|
+$33.9K
|
+870
|
+1%
|
|
|
3
|
|
$2.72M
|
-$626K
|
-16,050
|
-19%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.04M
|
+$720K
|
+18,484
|
+54%
|
|
|
5
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.72M
|
+$1.74M
|
+44,685
|
New
|
|
|
6
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$1.21M
|
+$75.7K
|
+1,943
|
+7%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$988K
|
-$11.3K
|
-290
|
-1%
|
|
|
8
|
Red Tortoise LLC
Atlanta,
Georgia
|
$964K
|
–
|
–
|
–
|
|
|
9
|
LPL Financial
San Diego,
California
|
$763K
|
+$10.7K
|
+274
|
+1%
|
|
|
10
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$694K
|
–
|
–
|
–
|
|
|
11
|
Verity Asset Management
Durham,
North Carolina
|
$665K
|
+$672K
|
+17,242
|
New
|
|
|
12
|
Northern Trust
Chicago,
Illinois
|
$664K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$631K
|
+$78K
|
+2,001
|
+14%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$628K
|
-$7.99K
|
-205
|
-1%
|
|
|
15
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$460K
|
–
|
–
|
–
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$433K
|
-$585
|
-15
|
-0.1%
|
|
|
17
|
Farrell Financial
Orchard Park,
New York
|
$429K
|
+$4.4K
|
+113
|
+1%
|
|
|
18
|
Beacon Pointe Advisors
Newport Beach,
California
|
$337K
|
+$341K
|
+8,744
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$311K
|
-$16.4K
|
-421
|
-5%
|
|
|
20
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$288K
|
+$291K
|
+7,470
|
New
|
|
|
21
|
|
$286K
|
-$700K
|
-17,947
|
-71%
|
|
|
22
|
O'Rourke & Company
Boston,
Massachusetts
|
$278K
|
+$63.8K
|
+1,637
|
+29%
|
|
|
23
|
Wealthfront Advisers
Palo Alto,
California
|
$278K
|
-$1.91K
|
-49
|
-0.7%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$238K
|
-$56.2K
|
-1,441
|
-19%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$180K
|
+$98.7K
|
+2,531
|
+118%
|
|
