|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$7.75M
|
+$1.62M
|
+77,747
|
+26%
|
|
|
2
|
|
$6.99M
|
+$637K
|
+30,673
|
+10%
|
|
|
3
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$6.88M
|
+$945K
|
+45,481
|
+16%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$5.18M
|
+$2.26M
|
+108,527
|
+77%
|
|
|
5
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.55M
|
+$114K
|
+5,501
|
+5%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$2.28M
|
+$2.28M
|
+109,579
|
New
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.44M
|
+$1.42M
|
+68,230
|
+6,823%
|
|
|
8
|
Vigilant Capital Management
Portland,
Maine
|
$556K
|
+$555K
|
+26,720
|
New
|
|
|
9
|
Baird
Milwaukee,
Wisconsin
|
$469K
|
+$175K
|
+8,441
|
+60%
|
|
|
10
|
Nottingham Advisors
Amherst,
New York
|
$444K
|
+$447K
|
+21,532
|
New
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$319K
|
-$1.33M
|
-63,785
|
-81%
|
|
|
12
|
FCG Advisors
Chatham,
New Jersey
|
$302K
|
+$300K
|
+14,424
|
New
|
|
|
13
|
Stancorp Investment Advisers
Portland,
Oregon
|
$226K
|
+$226K
|
+10,854
|
New
|
|
|
14
|
Bluefin Capital Management
New York
|
$214K
|
-$1.85M
|
-89,227
|
-90%
|
|
|
15
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$89.2K
|
+$87.5K
|
+4,209
|
New
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$54K
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$22K
|
+$22.3K
|
+1,071
|
New
|
|
|
18
|
Community Bank
Dewitt,
New York
|
$12K
|
+$12.5K
|
+600
|
New
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$6.03M
|
-291,905
|
Closed
|
|
|
20
|
|
–
|
-$509K
|
-24,611
|
Closed
|
|
|
21
|
Private Trust Company
Cleveland,
Ohio
|
–
|
-$25K
|
-1,195
|
Closed
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$10K
|
-500
|
Closed
|
|
|
23
|
Parallax Volatility Advisers
San Francisco,
California
|
–
|
+$21
|
+1
|
New
|
|
