|
1
|
State Street
Boston,
Massachusetts
|
$29.6M
|
-$513K
|
-11,320
|
-2%
|
|
|
2
|
Sequoia Financial Advisors
Akron,
Ohio
|
$8.21M
|
+$1.06M
|
+23,294
|
+15%
|
|
|
3
|
|
$3.61M
|
+$3.64M
|
+80,280
|
New
|
|
|
4
|
|
$2.59M
|
-$7.74M
|
-170,836
|
-75%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.04M
|
+$207K
|
+4,569
|
+11%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.85M
|
+$520K
|
+11,470
|
+39%
|
|
|
7
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.84M
|
-$7.53K
|
-166
|
-0.4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.59M
|
+$1.15M
|
+25,464
|
+256%
|
|
|
9
|
Brinker Capital
Berwyn,
Pennsylvania
|
$1.53M
|
+$1.54M
|
+34,059
|
New
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$1.5M
|
+$562K
|
+12,392
|
+59%
|
|
|
11
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.29M
|
+$106K
|
+2,335
|
+9%
|
|
|
12
|
EFG Asset Management (Americas)
Miami,
Florida
|
$548K
|
+$122K
|
+2,682
|
+28%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$443K
|
-$483K
|
-10,651
|
-52%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$377K
|
-$124K
|
-2,739
|
-25%
|
|
|
15
|
CIBC World Market
Toronto,
Ontario, Canada
|
$367K
|
+$8.79K
|
+194
|
+2%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$280K
|
+$6.44K
|
+142
|
+2%
|
|
|
17
|
Bailard
Foster City,
California
|
$252K
|
–
|
–
|
–
|
|
|
18
|
Virtu KCG Holdings
New York
|
$249K
|
+$251K
|
+5,539
|
New
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$139K
|
+$57.1K
|
+1,259
|
+69%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$127K
|
+$10.3K
|
+227
|
+9%
|
|
|
21
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$125K
|
+$126K
|
+2,771
|
New
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$117K
|
+$28.6K
|
+632
|
+32%
|
|
|
23
|
|
$95K
|
–
|
–
|
–
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$54K
|
-$247K
|
-5,449
|
-82%
|
|
|
25
|
MSI Financial Services
Springfield,
Massachusetts
|
$50K
|
+$17.9K
|
+395
|
+55%
|
|
