|
1
|
Harvest Capital Management
Concord,
New Hampshire
|
$16.1M
|
+$675K
|
+10,717
|
+4%
|
|
|
2
|
|
$11.6M
|
-$264K
|
-4,190
|
-2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$4.34M
|
+$241K
|
+3,829
|
+6%
|
|
|
4
|
Cerity Partners OCIO
New York
|
$3.22M
|
+$2.46K
|
+39
|
+0.1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.08M
|
-$2M
|
-31,749
|
-39%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.93M
|
+$2.93M
|
+46,426
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.77M
|
-$1.64M
|
-26,005
|
-48%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$1.55M
|
+$1.55M
|
+24,643
|
New
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.15M
|
-$629K
|
-9,984
|
-35%
|
|
|
10
|
|
$1.11M
|
-$451K
|
-7,161
|
-29%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$886K
|
-$328K
|
-5,205
|
-27%
|
|
|
12
|
Advisor Group
Phoenix,
Arizona
|
$504K
|
+$126
|
+2
|
+0%
|
|
|
13
|
|
$487K
|
-$7.12K
|
-113
|
-1%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$450K
|
+$207K
|
+3,285
|
+85%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$410K
|
-$369K
|
-5,855
|
-47%
|
|
|
16
|
Cambridge Trust
Cambridge,
Massachusetts
|
$380K
|
-$31.5K
|
-500
|
-8%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$334K
|
-$45.6K
|
-724
|
-12%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$251K
|
-$27.9K
|
-441
|
-10%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$222K
|
+$2.14K
|
+34
|
+1%
|
|
|
20
|
Waverly Advisors
Birmingham,
Alabama
|
$221K
|
+$221K
|
+3,500
|
New
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$44K
|
–
|
–
|
–
|
|
|
22
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$19K
|
–
|
–
|
–
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19K
|
+$19K
|
+296
|
New
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
$10K
|
–
|
–
|
–
|
|
|
25
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$3K
|
–
|
–
|
–
|
|
