|
1
|
|
$23.9M
|
-$2.41M
|
-57,363
|
-9%
|
|
|
2
|
|
$13M
|
+$2.12M
|
+50,437
|
+19%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$12M
|
-$1.25M
|
-29,834
|
-9%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$3.91M
|
-$170K
|
-4,038
|
-4%
|
|
|
5
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$2.99M
|
–
|
–
|
–
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2.02M
|
-$1.41M
|
-33,458
|
-40%
|
|
|
7
|
MAI Capital Management
Independence,
Ohio
|
$2.01M
|
-$32.4K
|
-772
|
-2%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.98M
|
+$431K
|
+10,259
|
+27%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$1.89M
|
+$1.86M
|
+44,314
|
+2,456%
|
|
|
10
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$1.81M
|
+$343K
|
+8,173
|
+23%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.79M
|
-$68.1K
|
-1,621
|
-4%
|
|
|
12
|
Wharton Business Group
Malvern,
Pennsylvania
|
$1.77M
|
–
|
–
|
–
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.53M
|
+$303K
|
+7,203
|
+24%
|
|
|
14
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$1.49M
|
-$39.6K
|
-943
|
-3%
|
|
|
15
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$1.37M
|
-$61.9K
|
-1,474
|
-4%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$1.01M
|
-$20.9M
|
-498,422
|
-95%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$929K
|
+$700K
|
+16,651
|
+277%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$886K
|
-$16K
|
-380
|
-2%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$858K
|
-$747K
|
-17,776
|
-46%
|
|
|
20
|
CX Institutional
Auburn,
Indiana
|
$805K
|
+$819K
|
+19,500
|
New
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$724K
|
+$44.3K
|
+1,055
|
+6%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$702K
|
-$20.2K
|
-481
|
-3%
|
|
|
23
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$503K
|
–
|
–
|
–
|
|
|
24
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$480K
|
+$2.4K
|
+57
|
+0.5%
|
|
|
25
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$325K
|
+$59.5K
|
+1,416
|
+22%
|
|
