|
1
|
Bank of America
Charlotte,
North Carolina
|
$47.4M
|
+$8.16M
|
+212,182
|
+21%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$45M
|
-$2.3M
|
-59,882
|
-5%
|
|
|
3
|
|
$39.1M
|
+$6.47M
|
+168,244
|
+20%
|
|
|
4
|
Baystate Wealth Management
Boston,
Massachusetts
|
$30M
|
-$976K
|
-25,386
|
-3%
|
|
|
5
|
Prudential Financial
Newark,
New Jersey
|
$17.4M
|
–
|
–
|
–
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.3M
|
+$868K
|
+22,594
|
+10%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.1M
|
+$3.65M
|
+95,080
|
+66%
|
|
|
8
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$9.08M
|
+$9.16M
|
+238,290
|
New
|
|
|
9
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$8.56M
|
-$269K
|
-7,000
|
-3%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.05M
|
+$7.89M
|
+205,390
|
+3,534%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$7.97M
|
+$8.04M
|
+209,084
|
New
|
|
|
12
|
HSBC Holdings
London,
United Kingdom
|
$5.24M
|
+$450K
|
+11,700
|
+9%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$4.26M
|
–
|
–
|
–
|
|
|
14
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$3.77M
|
-$222K
|
-5,770
|
-6%
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$3.71M
|
+$41.5K
|
+1,080
|
+1%
|
|
|
16
|
Scotia Capital
Toronto,
Ontario, Canada
|
$3.67M
|
+$170K
|
+4,430
|
+5%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$3.03M
|
+$365K
|
+9,496
|
+14%
|
|
|
18
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.83M
|
+$2.15K
|
+56
|
+0.1%
|
|
|
19
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$2.67M
|
–
|
–
|
–
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.6M
|
+$182K
|
+4,732
|
+13%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$1.45M
|
+$261K
|
+6,790
|
+22%
|
|
|
22
|
Oppenheimer & Co
New York
|
$1.29M
|
+$15.8K
|
+412
|
+1%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.26M
|
-$947K
|
-24,626
|
-43%
|
|
|
24
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$1.23M
|
–
|
–
|
–
|
|
|
25
|
Montag & Associates
Atlanta,
Georgia
|
$1.15M
|
–
|
–
|
–
|
|
