|
1
|
|
$10.9M
|
+$393K
|
+23,931
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$10M
|
-$890K
|
-54,204
|
-8%
|
|
|
3
|
Freedom Investment Management
Hartford,
Connecticut
|
$8.98M
|
+$8.67M
|
+527,952
|
New
|
|
|
4
|
|
$7.35M
|
+$135K
|
+8,244
|
+2%
|
|
|
5
|
Placemark Investments
Chicago,
Illinois
|
$4.47M
|
+$3.86M
|
+235,041
|
+855%
|
|
|
6
|
|
$1.79M
|
-$570K
|
-34,731
|
-25%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.57M
|
+$233K
|
+14,217
|
+18%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$1.31M
|
+$57.2K
|
+3,483
|
+5%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$825K
|
+$14.8K
|
+900
|
+2%
|
|
|
10
|
Partnervest Advisory Services
Santa Barbara,
California
|
$444K
|
+$428K
|
+26,097
|
New
|
|
|
11
|
KMS Financial Services
Seattle,
Washington
|
$225K
|
+$217K
|
+13,224
|
New
|
|
|
12
|
American International Group
New York
|
$70.6K
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$46K
|
+$34.5K
|
+2,100
|
+350%
|
|
|
14
|
MSI Financial Services
Springfield,
Massachusetts
|
$31K
|
–
|
–
|
–
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.21M
|
-77,766
|
Closed
|
|
