|
1
|
Modera Wealth Management
Westwood,
New Jersey
|
$17.3M
|
+$3.4M
|
+124,451
|
+25%
|
|
|
2
|
|
$7.35M
|
+$1.93M
|
+70,716
|
+36%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$6.31M
|
+$6.22M
|
+227,800
|
+31,035%
|
|
|
4
|
|
$5.46M
|
+$758K
|
+27,771
|
+16%
|
|
|
5
|
Guggenheim Capital
Chicago,
Illinois
|
$3.85M
|
+$794K
|
+29,098
|
+26%
|
|
|
6
|
|
$3.82M
|
-$80.5K
|
-2,949
|
-2%
|
|
|
7
|
Bluefin Capital Management
New York
|
$3.4M
|
+$2.84M
|
+103,898
|
+521%
|
|
|
8
|
Colony Group
Boston,
Massachusetts
|
$2.53M
|
+$1.3M
|
+47,610
|
+108%
|
|
|
9
|
Long Wharf Investors
Boston,
Massachusetts
|
$1.87M
|
-$153K
|
-5,619
|
-8%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.73M
|
+$195K
|
+7,143
|
+13%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.14M
|
-$13.4K
|
-492
|
-1%
|
|
|
12
|
Virtu KCG Holdings
New York
|
$689K
|
+$681K
|
+24,972
|
New
|
|
|
13
|
Gradient Investments
Arden Hills,
Minnesota
|
$611K
|
+$267K
|
+9,771
|
+79%
|
|
|
14
|
Placemark Investments
Chicago,
Illinois
|
$594K
|
+$59.5K
|
+2,181
|
+11%
|
|
|
15
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$400K
|
–
|
–
|
–
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$342K
|
+$339K
|
+12,407
|
New
|
|
|
17
|
|
$162K
|
+$14.5K
|
+530
|
+10%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$141K
|
-$68.5K
|
-2,509
|
-33%
|
|
|
19
|
|
$28K
|
–
|
–
|
–
|
|
|
20
|
MSI Financial Services
Springfield,
Massachusetts
|
$17K
|
–
|
–
|
–
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$7K
|
-$49.9K
|
-1,830
|
-88%
|
|
|
22
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$4K
|
-$26.3K
|
-964
|
-87%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3K
|
-$2.76K
|
-101
|
-50%
|
|
|
24
|
American International Group
New York
|
$662
|
–
|
–
|
–
|
|
|
25
|
LPL Financial
San Diego,
California
|
–
|
-$827K
|
-30,332
|
Closed
|
|
