|
1
|
Wells Fargo
San Francisco,
California
|
$197M
|
-$12.4M
|
-225,435
|
-6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$16.7M
|
-$1.58M
|
-28,730
|
-9%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$12.9M
|
+$3.85M
|
+69,870
|
+42%
|
|
|
4
|
|
$10.7M
|
-$6.3M
|
-114,452
|
-37%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$7.08M
|
-$1.38M
|
-25,021
|
-16%
|
|
|
6
|
|
$4.87M
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$3.96M
|
+$2.36M
|
+43,606
|
+147%
|
|
|
8
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$3.15M
|
+$3.15M
|
+57,145
|
New
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$2.59M
|
+$2.59M
|
+46,959
|
New
|
|
|
10
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$2.14M
|
+$197K
|
+3,575
|
+10%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.96M
|
-$537K
|
-9,767
|
-21%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$1.9M
|
-$203K
|
-3,695
|
-10%
|
|
|
13
|
Wharton Business Group
Malvern,
Pennsylvania
|
$1.59M
|
-$142K
|
-2,580
|
-8%
|
|
|
14
|
Bank of New York Mellon
New York
|
$1.13M
|
–
|
–
|
–
|
|
|
15
|
Hilltop Holdings
Dallas,
Texas
|
$1.03M
|
–
|
–
|
–
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.01M
|
+$1.01M
|
+18,305
|
New
|
|
|
17
|
Harbour Investment Management
Edmonds,
Washington
|
$987K
|
+$234K
|
+4,255
|
+31%
|
|
|
18
|
Gupta Wealth Management
San Diego,
California
|
$893K
|
-$173K
|
-3,150
|
-16%
|
|
|
19
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$839K
|
-$27K
|
-490
|
-3%
|
|
|
20
|
WrapManager Inc
Mill Valley,
California
|
$782K
|
+$60.1K
|
+1,091
|
+8%
|
|
|
21
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$717K
|
–
|
–
|
–
|
|
|
22
|
Somerset Trust
Somerset,
Pennsylvania
|
$593K
|
-$6K
|
-109
|
-1%
|
|
|
23
|
Spinnaker Trust
Portland,
Maine
|
$572K
|
-$9.87M
|
-179,309
|
-95%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$510K
|
-$5.88M
|
-106,842
|
-92%
|
|
|
25
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$504K
|
+$286K
|
+5,185
|
+131%
|
|
