|
1
|
|
$26.2M
|
-$5.77M
|
-138,584
|
-18%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$21.4M
|
+$5M
|
+120,085
|
+30%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$13.2M
|
+$1.87M
|
+44,871
|
+16%
|
|
|
4
|
|
$10.9M
|
+$5.44M
|
+130,565
|
+96%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$4.07M
|
-$755K
|
-18,141
|
-15%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$3.39M
|
+$795K
|
+19,091
|
+30%
|
|
|
7
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$2.99M
|
+$3.04M
|
+73,000
|
New
|
|
|
8
|
MAI Capital Management
Independence,
Ohio
|
$2.04M
|
-$16.2K
|
-390
|
-0.8%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.85M
|
-$356K
|
-8,550
|
-16%
|
|
|
10
|
Wharton Business Group
Malvern,
Pennsylvania
|
$1.76M
|
-$297K
|
-7,135
|
-14%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.58M
|
+$1.39M
|
+33,509
|
+647%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.56M
|
-$277K
|
-6,653
|
-15%
|
|
|
13
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$1.52M
|
+$425K
|
+10,217
|
+38%
|
|
|
14
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$1.47M
|
+$27.6K
|
+662
|
+2%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$1.46M
|
+$1.48M
|
+35,641
|
New
|
|
|
16
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$1.43M
|
+$1.45M
|
+34,937
|
New
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.23M
|
+$18.3K
|
+439
|
+1%
|
|
|
18
|
Millennium Management
New York
|
$1.18M
|
+$628K
|
+15,080
|
+111%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$900K
|
+$915K
|
+21,987
|
New
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$720K
|
-$249K
|
-5,973
|
-26%
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$680K
|
-$428K
|
-10,278
|
-38%
|
|
|
22
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$502K
|
-$6.99K
|
-168
|
-1%
|
|
|
23
|
NWAM LLC
Mercer Island,
Washington
|
$490K
|
+$14.2K
|
+340
|
+3%
|
|
|
24
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$462K
|
-$63.6K
|
-1,528
|
-12%
|
|
|
25
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$290K
|
+$294K
|
+7,070
|
New
|
|
