|
1
|
Modera Wealth Management
Westwood,
New Jersey
|
$13.7M
|
+$13.6M
|
+504,059
|
New
|
|
|
2
|
|
$5.33M
|
-$1.52M
|
-56,369
|
-22%
|
|
|
3
|
|
$4.64M
|
+$4.36M
|
+161,348
|
+1,828%
|
|
|
4
|
|
$3.85M
|
+$2.19M
|
+80,938
|
+134%
|
|
|
5
|
Guggenheim Capital
Chicago,
Illinois
|
$3.01M
|
+$822K
|
+30,383
|
+38%
|
|
|
6
|
Long Wharf Investors
Boston,
Massachusetts
|
$2M
|
+$97.1K
|
+3,590
|
+5%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.51M
|
+$667K
|
+24,650
|
+80%
|
|
|
8
|
Colony Group
Boston,
Massachusetts
|
$1.2M
|
+$1.19M
|
+44,075
|
New
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.14M
|
+$1.13M
|
+41,685
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$827K
|
-$11.6M
|
-430,057
|
-93%
|
|
|
11
|
Bluefin Capital Management
New York
|
$543K
|
-$16.7M
|
-616,546
|
-97%
|
|
|
12
|
Placemark Investments
Chicago,
Illinois
|
$526K
|
-$756K
|
-27,943
|
-59%
|
|
|
13
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$395K
|
+$392K
|
+14,495
|
New
|
|
|
14
|
Gradient Investments
Arden Hills,
Minnesota
|
$337K
|
+$322K
|
+11,906
|
+2,517%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$274K
|
+$272K
|
+10,067
|
New
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$210K
|
-$35.9M
|
-1,327,809
|
-99%
|
|
|
17
|
|
$145K
|
+$83.3K
|
+3,080
|
+137%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$57K
|
-$60.7M
|
-2,245,894
|
-100%
|
|
|
19
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$30K
|
+$18.7K
|
+693
|
+166%
|
|
|
20
|
|
$27K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$20K
|
+$19.9K
|
+734
|
New
|
|
|
22
|
MSI Financial Services
Springfield,
Massachusetts
|
$17K
|
–
|
–
|
–
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$6K
|
-$11.8M
|
-435,800
|
-100%
|
|
|
24
|
American International Group
New York
|
$654
|
–
|
–
|
–
|
|
|
25
|
AFAM Capital
Austin,
Texas
|
–
|
-$12.4M
|
-466,482
|
Closed
|
|
