|
1
|
Wharton Business Group
Malvern,
Pennsylvania
|
$60.7M
|
+$63.8M
|
+2,890,885
|
New
|
|
|
2
|
Aviance Capital Management
Sarasota,
Florida
|
$23.2M
|
+$24.4M
|
+1,105,431
|
New
|
|
|
3
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$16.7M
|
-$16.9M
|
-766,307
|
-49%
|
|
|
4
|
Coldstream Capital Management
Bellevue,
Washington
|
$15.9M
|
+$16.8M
|
+759,066
|
New
|
|
|
5
|
|
$5.22M
|
+$3.56M
|
+161,339
|
+185%
|
|
|
6
|
Water Oak Advisors
Winter Park,
Florida
|
$4.82M
|
+$5.07M
|
+229,680
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$4.47M
|
-$34.8K
|
-1,575
|
-0.7%
|
|
|
8
|
|
$3.66M
|
+$96.8K
|
+4,382
|
+3%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.53M
|
+$3.15M
|
+142,457
|
+559%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$2.58M
|
+$2.02M
|
+91,621
|
+295%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.56M
|
-$15.5M
|
-703,933
|
-90%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$1.16M
|
+$486
|
+22
|
+0%
|
|
|
13
|
First Allied Advisory Services
San Diego,
California
|
$982K
|
+$166K
|
+7,523
|
+19%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$560K
|
-$72.5K
|
-3,283
|
-11%
|
|
|
15
|
Accuvest Global Advisors
Provo,
Utah
|
$515K
|
+$542K
|
+24,535
|
New
|
|
|
16
|
Virtu KCG Holdings
New York
|
$475K
|
-$190K
|
-8,599
|
-28%
|
|
|
17
|
BlackRock Investment Management
Wilmington,
Delaware
|
$396K
|
+$42.8K
|
+1,939
|
+11%
|
|
|
18
|
City National Bank
Beverly Hills,
Delaware
|
$384K
|
+$403K
|
+18,269
|
New
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$314K
|
+$46.5K
|
+2,107
|
+16%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$310K
|
-$86.3K
|
-3,909
|
-21%
|
|
|
21
|
Northern Trust
Chicago,
Illinois
|
$256K
|
+$269K
|
+12,200
|
New
|
|
|
22
|
Focused Wealth Management
Newburgh,
New York
|
$79K
|
–
|
–
|
–
|
|
|
23
|
American International Group
New York
|
$63K
|
+$31.5K
|
+1,427
|
+93%
|
|
|
24
|
Evercore Wealth Management
New York
|
$31K
|
+$32.9K
|
+1,492
|
New
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$10K
|
+$4.53K
|
+205
|
+77%
|
|
