|
1
|
Cerity Partners OCIO
New York
|
$33.3M
|
+$430K
|
+8,142
|
+1%
|
|
|
2
|
Harvest Capital Management
Concord,
New Hampshire
|
$13.8M
|
-$1.11M
|
-21,094
|
-7%
|
|
|
3
|
|
$10.7M
|
-$939K
|
-17,772
|
-8%
|
|
|
4
|
Vicus Capital
State College,
Pennsylvania
|
$8.35M
|
+$717K
|
+13,577
|
+9%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$6.38M
|
-$461K
|
-8,724
|
-7%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.41M
|
+$1.39M
|
+26,366
|
+44%
|
|
|
7
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$3.71M
|
-$79.2K
|
-1,500
|
-2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$2.92M
|
-$401K
|
-7,591
|
-12%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$2.64M
|
+$622K
|
+11,780
|
+30%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.59M
|
+$233K
|
+4,420
|
+10%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.82M
|
+$1.87M
|
+35,457
|
New
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$1.43M
|
+$265K
|
+5,026
|
+22%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.31M
|
+$3.85K
|
+73
|
+0.3%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$842K
|
+$54.9K
|
+1,039
|
+7%
|
|
|
15
|
Gateway Advisory
Westfield,
New Jersey
|
$411K
|
–
|
–
|
–
|
|
|
16
|
|
$380K
|
+$12.1K
|
+230
|
+3%
|
|
|
17
|
|
$311K
|
+$320K
|
+6,053
|
New
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$220K
|
-$264
|
-5
|
-0.1%
|
|
|
19
|
American International Group
New York
|
$209K
|
-$243K
|
-4,608
|
-53%
|
|
|
20
|
MSI Financial Services
Springfield,
Massachusetts
|
$159K
|
+$163K
|
+3,093
|
New
|
|
|
21
|
|
$70K
|
-$52.8K
|
-1,000
|
-42%
|
|
|
22
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$58K
|
–
|
–
|
–
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$17K
|
+$53
|
+1
|
+0.3%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8K
|
–
|
–
|
–
|
|
|
25
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$3K
|
–
|
–
|
–
|
|
