|
1
|
Bank of America
Charlotte,
North Carolina
|
$21.1M
|
+$4.03M
|
+160,554
|
+24%
|
|
|
2
|
United Capital Financial Advisors
Irving,
Texas
|
$10.2M
|
+$276K
|
+10,986
|
+3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.9M
|
+$110K
|
+4,401
|
+1%
|
|
|
4
|
|
$3.79M
|
+$2.56M
|
+102,015
|
+222%
|
|
|
5
|
|
$1.12M
|
+$625K
|
+24,906
|
+132%
|
|
|
6
|
Boston Advisors
Boston,
Massachusetts
|
$1.06M
|
+$1.04M
|
+41,567
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$792K
|
+$38.1K
|
+1,516
|
+5%
|
|
|
8
|
Virtu KCG Holdings
New York
|
$309K
|
+$303K
|
+12,059
|
New
|
|
|
9
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$107K
|
–
|
–
|
–
|
|
|
10
|
US Bancorp
Minneapolis,
Minnesota
|
$89K
|
+$87.4K
|
+3,484
|
New
|
|
|
11
|
Proficio Capital Partners
Newton,
Massachusetts
|
$64K
|
–
|
–
|
–
|
|
|
12
|
MSI Financial Services
Springfield,
Massachusetts
|
$48K
|
+$19.2K
|
+765
|
+68%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$43K
|
–
|
–
|
–
|
|
|
14
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$5K
|
+$5.04K
|
+201
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4K
|
+$4.39K
|
+175
|
+1,029%
|
|
|
16
|
BlackRock Investment Management
Wilmington,
Delaware
|
$1K
|
–
|
–
|
–
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.07M
|
-43,188
|
Closed
|
|
