|
1
|
Byrne Financial Freedom
Franklin,
Massachusetts
|
$3.8M
|
+$3.91M
|
+63,530
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.25M
|
+$672K
|
+10,914
|
+41%
|
|
|
3
|
Brown Advisory
Baltimore,
Maryland
|
$1.57M
|
–
|
–
|
–
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.18M
|
+$22.5K
|
+366
|
+2%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.02M
|
-$310K
|
-5,039
|
-23%
|
|
|
6
|
|
$848K
|
+$12.1K
|
+197
|
+1%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$735K
|
+$756K
|
+12,286
|
New
|
|
|
8
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$608K
|
+$68.6K
|
+1,115
|
+12%
|
|
|
9
|
Accredited Investors
Edina,
Minnesota
|
$502K
|
–
|
–
|
–
|
|
|
10
|
Family Management
New York
|
$499K
|
–
|
–
|
–
|
|
|
11
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$427K
|
–
|
–
|
–
|
|
|
12
|
Synovus Financial
Columbus,
Georgia
|
$379K
|
-$14.5K
|
-235
|
-4%
|
|
|
13
|
Argent Trust Co
Nashville,
Tennessee
|
$251K
|
–
|
–
|
–
|
|
|
14
|
Two Sigma Securities
New York
|
$222K
|
+$228K
|
+3,711
|
New
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$214K
|
–
|
–
|
–
|
|
|
16
|
IHT Wealth Management
Chicago,
Illinois
|
$208K
|
-$177K
|
-2,874
|
-45%
|
|
|
17
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$143K
|
+$148K
|
+2,400
|
New
|
|
|
18
|
William Blair & Company
Chicago,
Illinois
|
$116K
|
-$7.63K
|
-124
|
-6%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$96.1K
|
-$235K
|
-3,823
|
-70%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$75.5K
|
-$20K
|
-325
|
-20%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$54K
|
–
|
–
|
–
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$23.9K
|
–
|
–
|
–
|
|
|
23
|
Rothschild Investment LLC
Chicago,
Illinois
|
$23.9K
|
–
|
–
|
–
|
|
|
24
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$17.9K
|
–
|
–
|
–
|
|
|
25
|
Principal Securities
Des Moines,
Iowa
|
$12K
|
–
|
–
|
–
|
|
