|
1
|
Bank of America
Charlotte,
North Carolina
|
$37.5M
|
+$32.1M
|
+890,482
|
+715%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$23M
|
+$3.33M
|
+92,512
|
+17%
|
|
|
3
|
Round Table Services
Westfield,
New Jersey
|
$9.69M
|
+$9.45M
|
+262,382
|
New
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.38M
|
+$66.1K
|
+1,836
|
+1%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.61M
|
+$3.52M
|
+97,780
|
New
|
|
|
6
|
|
$2.1M
|
+$1.07M
|
+29,728
|
+110%
|
|
|
7
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.86M
|
+$85.4K
|
+2,372
|
+5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.63M
|
+$707K
|
+19,632
|
+81%
|
|
|
9
|
Private Ocean
San Rafael,
California
|
$902K
|
+$853K
|
+23,688
|
+3,210%
|
|
|
10
|
Baker Avenue Asset Management
San Francisco,
California
|
$637K
|
+$16.9K
|
+468
|
+3%
|
|
|
11
|
Ritholtz Wealth Management
New York
|
$614K
|
+$200K
|
+5,560
|
+50%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$458K
|
+$193K
|
+5,366
|
+76%
|
|
|
13
|
|
$366K
|
-$5.34M
|
-148,274
|
-94%
|
|
|
14
|
|
$356K
|
+$347K
|
+9,634
|
New
|
|
|
15
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$330K
|
+$100K
|
+2,780
|
+45%
|
|
|
16
|
Gould Asset Management
Claremont,
California
|
$312K
|
+$304K
|
+8,440
|
New
|
|
|
17
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$304K
|
+$285K
|
+7,914
|
New
|
|
|
18
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$291K
|
+$284K
|
+7,888
|
New
|
|
|
19
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$223K
|
–
|
–
|
–
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$207K
|
+$202K
|
+5,610
|
New
|
|
|
21
|
Caprock Group
Boise,
Idaho
|
$202K
|
+$188K
|
+5,220
|
New
|
|
|
22
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$199K
|
+$49.9K
|
+1,386
|
+35%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$168K
|
–
|
–
|
–
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$137K
|
+$132K
|
+3,666
|
+9,647%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$89K
|
–
|
–
|
–
|
|
