|
1
|
Bank of America
Charlotte,
North Carolina
|
$19.8M
|
-$16M
|
-212,197
|
-44%
|
|
|
2
|
United Capital Financial Advisors
Irving,
Texas
|
$17.4M
|
+$1.38M
|
+18,234
|
+9%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.2M
|
+$1.35M
|
+17,885
|
+8%
|
|
|
4
|
Cardan Capital Partners
Denver,
Colorado
|
$7.77M
|
+$7.85M
|
+104,122
|
New
|
|
|
5
|
Gupta Wealth Management
San Diego,
California
|
$7.31M
|
-$4.09M
|
-54,287
|
-36%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.67M
|
+$6.74M
|
+89,346
|
New
|
|
|
7
|
Aviance Capital Management
Sarasota,
Florida
|
$6.66M
|
+$2.02M
|
+26,793
|
+43%
|
|
|
8
|
|
$4.81M
|
-$1.38M
|
-18,255
|
-22%
|
|
|
9
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$3.84M
|
+$3.88M
|
+51,471
|
New
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$3.68M
|
-$397K
|
-5,270
|
-10%
|
|
|
11
|
|
$2.45M
|
+$1.07M
|
+14,211
|
+76%
|
|
|
12
|
Versant Capital Management
Phoenix,
Arizona
|
$2.41M
|
+$2.44M
|
+32,305
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.33M
|
+$1.16M
|
+15,385
|
+620%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$956K
|
+$569K
|
+7,542
|
+144%
|
|
|
15
|
MSI Financial Services
Springfield,
Massachusetts
|
$829K
|
+$559K
|
+7,418
|
+201%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$734K
|
-$78.5K
|
-1,041
|
-10%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$724K
|
+$732K
|
+9,707
|
New
|
|
|
18
|
American International Group
New York
|
$698K
|
+$181K
|
+2,404
|
+35%
|
|
|
19
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$572K
|
+$578K
|
+7,670
|
New
|
|
|
20
|
|
$381K
|
–
|
–
|
–
|
|
|
21
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$365K
|
+$39.8K
|
+528
|
+12%
|
|
|
22
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$335K
|
+$339K
|
+4,494
|
New
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$321K
|
-$188K
|
-2,489
|
-37%
|
|
|
24
|
Alpha Cubed Investments
Irvine,
California
|
$284K
|
–
|
–
|
–
|
|
|
25
|
Park National Corp
Newark,
Ohio
|
$240K
|
–
|
–
|
–
|
|
