|
1
|
Bank of America
Charlotte,
North Carolina
|
$38.9M
|
+$11.1M
|
+522,965
|
+38%
|
|
|
2
|
|
$28.1M
|
+$4.78M
|
+224,610
|
+20%
|
|
|
3
|
Private Vista
Chicago,
Illinois
|
$23M
|
-$6.24M
|
-292,991
|
-21%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$17M
|
+$4.86M
|
+228,027
|
+38%
|
|
|
5
|
Eastern Bank
Boston,
Massachusetts
|
$14.8M
|
-$3.45M
|
-161,921
|
-18%
|
|
|
6
|
Confluence Investment Management
St. Louis,
Missouri
|
$13.6M
|
+$331K
|
+15,553
|
+2%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10.7M
|
+$934K
|
+43,881
|
+9%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.2M
|
+$542K
|
+25,460
|
+5%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$10.2M
|
+$8.4M
|
+394,335
|
+392%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$9.39M
|
+$5.89M
|
+276,661
|
+154%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.95M
|
+$1.95M
|
+91,775
|
+27%
|
|
|
12
|
Colony Group
Boston,
Massachusetts
|
$8.25M
|
-$285K
|
-13,371
|
-3%
|
|
|
13
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$6.44M
|
+$6.67M
|
+313,091
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$5.53M
|
+$1.47M
|
+69,201
|
+35%
|
|
|
15
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$4.93M
|
+$547K
|
+25,680
|
+12%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.65M
|
+$325K
|
+15,250
|
+7%
|
|
|
17
|
|
$4.4M
|
-$39.4K
|
-1,850
|
-0.9%
|
|
|
18
|
Camelot Portfolios
Maumee,
Ohio
|
$3.85M
|
+$295K
|
+13,836
|
+8%
|
|
|
19
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$3.63M
|
-$90.7K
|
-4,261
|
-2%
|
|
|
20
|
Klingman & Associates
New York
|
$3.09M
|
+$997K
|
+46,805
|
+45%
|
|
|
21
|
Asset Dedication LLC
San Francisco,
California
|
$2.99M
|
+$254K
|
+11,907
|
+9%
|
|
|
22
|
Anchor Investment Management
Columbia,
South Carolina
|
$2.66M
|
+$335K
|
+15,724
|
+14%
|
|
|
23
|
TCG Advisors
Austin,
Texas
|
$2.41M
|
+$308K
|
+14,455
|
+14%
|
|
|
24
|
|
$2M
|
-$778K
|
-36,546
|
-27%
|
|
|
25
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.97M
|
+$228K
|
+10,701
|
+13%
|
|
