|
1
|
|
$86.9M
|
+$8.88M
|
+156,133
|
+11%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$68M
|
+$2.06M
|
+36,295
|
+3%
|
|
|
3
|
Bessemer Group
Woodbridge,
New Jersey
|
$36.1M
|
+$4.26M
|
+75,000
|
+13%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$35.5M
|
+$6.45M
|
+113,399
|
+21%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$12.2M
|
-$3.52M
|
-61,855
|
-21%
|
|
|
6
|
Harvest Capital Management
Concord,
New Hampshire
|
$11.6M
|
–
|
–
|
–
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.3M
|
+$309K
|
+5,433
|
+3%
|
|
|
8
|
Braver Wealth Management
Needham,
Massachusetts
|
$10M
|
+$6.55M
|
+115,182
|
+162%
|
|
|
9
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$9.2M
|
+$491K
|
+8,628
|
+5%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$7.92M
|
+$4.28M
|
+75,300
|
+105%
|
|
|
11
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$7.6M
|
+$8.03M
|
+141,191
|
New
|
|
|
12
|
|
$7.06M
|
+$3.62M
|
+63,741
|
+95%
|
|
|
13
|
Eagle Global Advisors
Houston,
Texas
|
$7.03M
|
-$65.7K
|
-1,156
|
-0.9%
|
|
|
14
|
Lazard Asset Management
New York
|
$6.23M
|
+$6.58M
|
+115,660
|
New
|
|
|
15
|
Parametric Portfolio Associates
Seattle,
Washington
|
$5.14M
|
-$113K
|
-1,993
|
-2%
|
|
|
16
|
BB&T Securities
Richmond,
Virginia
|
$4.57M
|
+$1.51M
|
+26,626
|
+46%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.44M
|
-$2.83M
|
-49,728
|
-38%
|
|
|
18
|
Aviance Capital Management
Sarasota,
Florida
|
$4.43M
|
+$4.68M
|
+82,359
|
New
|
|
|
19
|
LPL Financial
San Diego,
California
|
$4M
|
-$227K
|
-3,993
|
-5%
|
|
|
20
|
Vicus Capital
State College,
Pennsylvania
|
$3.98M
|
+$5.91K
|
+104
|
+0.3%
|
|
|
21
|
HSBC Holdings
London,
United Kingdom
|
$3.85M
|
+$4.07M
|
+71,508
|
New
|
|
|
22
|
Cannell & Spears
New York
|
$3.81M
|
-$10.8K
|
-190
|
-0.3%
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.67M
|
-$114
|
-2
|
-0%
|
|
|
24
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$3.5M
|
–
|
–
|
–
|
|
|
25
|
Lombard Odier Transatlantic
Montreal,
Quebec, Canada
|
$3.5M
|
–
|
–
|
–
|
|
