|
1
|
Wells Fargo
San Francisco,
California
|
$85.5M
|
-$2.28M
|
-54,775
|
-3%
|
|
|
2
|
|
$3.37M
|
+$504K
|
+12,085
|
+18%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$2.74M
|
+$1.06M
|
+25,533
|
+64%
|
|
|
4
|
Chatham Capital Group
Savannah,
Georgia
|
$2.24M
|
-$208K
|
-5,000
|
-9%
|
|
|
5
|
Karp Capital Management
Sausalito,
California
|
$1.52M
|
+$1.52M
|
+36,380
|
New
|
|
|
6
|
RiverFront Investment Group
Richmond,
Virginia
|
$661K
|
+$1.58K
|
+38
|
+0.2%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$552K
|
+$276K
|
+6,619
|
+100%
|
|
|
8
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$523K
|
+$18.8K
|
+450
|
+4%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$462K
|
+$462K
|
+11,072
|
New
|
|
|
10
|
Placemark Investments
Chicago,
Illinois
|
$440K
|
+$59.7K
|
+1,430
|
+16%
|
|
|
11
|
|
$387K
|
-$260K
|
-6,170
|
-40%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$324K
|
–
|
–
|
–
|
|
|
13
|
Advisors Preferred
Rockville,
Maryland
|
$203K
|
+$203K
|
+4,812
|
New
|
|
|
14
|
|
$180K
|
–
|
–
|
–
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$17K
|
+$2.04K
|
+48
|
+14%
|
|
|
16
|
American International Group
New York
|
$16.6K
|
–
|
–
|
–
|
|
|
17
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$8K
|
-$7.04K
|
-176
|
-47%
|
|
|
18
|
TCI Wealth Advisors
Tucson,
Arizona
|
$8K
|
–
|
–
|
–
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$5K
|
–
|
–
|
–
|
|
|
20
|
Tower Research Capital (TRC)
New York
|
$3K
|
-$304
|
-7
|
-9%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$772K
|
-20,536
|
Closed
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$16K
|
-418
|
Closed
|
|
|
23
|
CapWealth Advisors
Franklin,
Tennessee
|
–
|
-$11K
|
-284
|
Closed
|
|
