|
1
|
Wells Fargo
San Francisco,
California
|
$141M
|
+$15.4M
|
+554,187
|
+12%
|
|
|
2
|
Vicus Capital
State College,
Pennsylvania
|
$17.2M
|
+$2.37M
|
+85,298
|
+16%
|
|
|
3
|
Natixis Advisors
Boston,
Massachusetts
|
$10.8M
|
+$9.56M
|
+344,031
|
+621%
|
|
|
4
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$9.42M
|
+$2.53M
|
+91,194
|
+35%
|
|
|
5
|
Congress Asset Management
Boston,
Massachusetts
|
$8.07M
|
+$2.15M
|
+77,345
|
+35%
|
|
|
6
|
Eagle Global Advisors
Houston,
Texas
|
$6.1M
|
–
|
–
|
–
|
|
|
7
|
Aspiriant LLC
Los Angeles,
California
|
$3.74M
|
-$2.62M
|
-94,099
|
-40%
|
|
|
8
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$3.07M
|
-$2.9M
|
-104,225
|
Closed
|
|
|
9
|
Parametric Portfolio Associates
Seattle,
Washington
|
$2.3M
|
+$37.4K
|
+1,344
|
+2%
|
|
|
10
|
Stephens Inc
Little Rock,
Arkansas
|
$2.28M
|
+$689K
|
+24,778
|
+41%
|
|
|
11
|
FC Advisory
West Chester,
Pennsylvania
|
$1.8M
|
+$1.86M
|
+66,809
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.14M
|
+$1.18M
|
+42,281
|
New
|
|
|
13
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$984K
|
+$20.5K
|
+739
|
+2%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$980K
|
+$44.6K
|
+1,604
|
+5%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$918K
|
+$189K
|
+6,810
|
+25%
|
|
|
16
|
Credit Suisse
Zurich,
Switzerland
|
$851K
|
-$477K
|
-17,143
|
-35%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$567K
|
+$584K
|
+20,993
|
New
|
|
|
18
|
Aureus Asset Management
Boston,
Massachusetts
|
$532K
|
+$257K
|
+9,250
|
+89%
|
|
|
19
|
First Allied Advisory Services
San Diego,
California
|
$365K
|
+$72.7K
|
+2,617
|
+24%
|
|
|
20
|
M&T Bank
Buffalo,
New York
|
$235K
|
+$242K
|
+8,705
|
New
|
|
|
21
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$227K
|
+$26.7K
|
+961
|
+13%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$180K
|
+$1.56K
|
+56
|
+0.8%
|
|
|
23
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$122K
|
–
|
–
|
–
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$105K
|
-$2.47M
|
-88,874
|
-96%
|
|
|
25
|
Gupta Wealth Management
San Diego,
California
|
$45K
|
+$46.4K
|
+1,670
|
New
|
|
