|
1
|
Coldstream Capital Management
Bellevue,
Washington
|
$18M
|
-$143K
|
-5,558
|
-0.8%
|
|
|
2
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$15.5M
|
+$1.24M
|
+48,202
|
+9%
|
|
|
3
|
Wharton Business Group
Malvern,
Pennsylvania
|
$11M
|
-$13M
|
-506,625
|
-55%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$10.7M
|
-$202K
|
-7,851
|
-2%
|
|
|
5
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$7.76M
|
+$3.84M
|
+149,252
|
+104%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$7.39M
|
+$15.8K
|
+613
|
+0.2%
|
|
|
7
|
Northern Trust
Chicago,
Illinois
|
$4.6M
|
+$16.1K
|
+625
|
+0.4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.32M
|
-$498K
|
-19,389
|
-18%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.5M
|
+$55.4K
|
+2,155
|
+4%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.22M
|
-$1.12M
|
-43,443
|
-48%
|
|
|
11
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$1.11M
|
+$48.6K
|
+1,891
|
+5%
|
|
|
12
|
Equitable Holdings
New York
|
$1.07M
|
+$1.04M
|
+40,295
|
New
|
|
|
13
|
|
$1.03M
|
+$109K
|
+4,244
|
+12%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$751K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$712K
|
+$35.7K
|
+1,390
|
+5%
|
|
|
16
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$708K
|
-$10.3K
|
-402
|
-1%
|
|
|
17
|
William Blair & Company
Chicago,
Illinois
|
$651K
|
-$79.5K
|
-3,095
|
-11%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$597K
|
+$150K
|
+5,841
|
+35%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$502K
|
+$14.9K
|
+579
|
+3%
|
|
|
20
|
Colony Group
Boston,
Massachusetts
|
$469K
|
-$24.2K
|
-941
|
-5%
|
|
|
21
|
BOK Financial
Tulsa,
Oklahoma
|
$368K
|
-$7.86K
|
-306
|
-2%
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$315K
|
+$7.17K
|
+279
|
+2%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$310K
|
-$512K
|
-19,925
|
-63%
|
|
|
24
|
Clear Creek Financial Management
Silverdale,
Washington
|
$271K
|
+$257K
|
+10,000
|
New
|
|
|
25
|
Patten Group
Chattanooga,
Tennessee
|
$240K
|
–
|
–
|
–
|
|
