|
1
|
|
$26.9M
|
+$517K
|
+7,622
|
+2%
|
|
|
2
|
|
$9.79M
|
+$4.17M
|
+61,586
|
+69%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$9.54M
|
+$1.89M
|
+27,942
|
+24%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9.1M
|
+$8.55M
|
+126,220
|
+931%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$8.4M
|
+$4.62M
|
+68,107
|
+112%
|
|
|
6
|
|
$4.25M
|
+$4.42M
|
+65,268
|
New
|
|
|
7
|
Private Ocean
San Rafael,
California
|
$3.12M
|
+$1.38M
|
+20,336
|
+74%
|
|
|
8
|
|
$3.1M
|
+$1.3M
|
+19,164
|
+67%
|
|
|
9
|
SEI Investments
Oaks,
Pennsylvania
|
$2.82M
|
+$942K
|
+13,897
|
+47%
|
|
|
10
|
Litman Gregory Wealth Management
Larkspur,
California
|
$2.7M
|
+$1.4M
|
+20,640
|
+102%
|
|
|
11
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.39M
|
+$967K
|
+14,271
|
+64%
|
|
|
12
|
Windsor Capital Management
Phoenix,
Arizona
|
$1.83M
|
+$461K
|
+6,803
|
+32%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.51M
|
+$881K
|
+12,995
|
+127%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.5M
|
+$389K
|
+5,741
|
+33%
|
|
|
15
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$1.47M
|
+$1.53M
|
+22,600
|
New
|
|
|
16
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.44M
|
+$584K
|
+8,612
|
+64%
|
|
|
17
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1.29M
|
+$131K
|
+1,940
|
+11%
|
|
|
18
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.11M
|
+$1.16M
|
+17,082
|
New
|
|
|
19
|
|
$999K
|
-$7.66K
|
-113
|
-0.7%
|
|
|
20
|
Gould Asset Management
Claremont,
California
|
$820K
|
+$155K
|
+2,285
|
+22%
|
|
|
21
|
C-J Advisory
San Jose,
California
|
$799K
|
+$618K
|
+9,120
|
+290%
|
|
|
22
|
Park Avenue Securities
New York
|
$798K
|
+$437K
|
+6,451
|
+109%
|
|
|
23
|
Baker Avenue Asset Management
San Francisco,
California
|
$786K
|
+$26.6K
|
+392
|
+3%
|
|
|
24
|
Main Management
San Francisco,
California
|
$759K
|
+$790K
|
+11,656
|
New
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$720K
|
+$522K
|
+7,702
|
+229%
|
|
