|
1
|
Bank of America
Charlotte,
North Carolina
|
$45.5M
|
-$2.32M
|
-60,420
|
-5%
|
|
|
2
|
|
$35.1M
|
-$4.31M
|
-112,370
|
-11%
|
|
|
3
|
Baystate Wealth Management
Boston,
Massachusetts
|
$32.3M
|
+$1.99M
|
+51,970
|
+7%
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$27.1M
|
-$18.3M
|
-476,400
|
-40%
|
|
|
5
|
Prudential Financial
Newark,
New Jersey
|
$17.6M
|
–
|
–
|
–
|
|
|
6
|
|
$12.3M
|
+$12.3M
|
+319,930
|
New
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.6M
|
+$1.24M
|
+32,432
|
+13%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.24M
|
+$58.8K
|
+1,532
|
+0.6%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$7.43M
|
-$613K
|
-15,968
|
-8%
|
|
|
10
|
Scotia Capital
Toronto,
Ontario, Canada
|
$6.38M
|
+$2.66M
|
+69,410
|
+72%
|
|
|
11
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$4.9M
|
-$3.74M
|
-97,360
|
-43%
|
|
|
12
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$4.82M
|
+$4.36M
|
+113,564
|
+959%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$3.91M
|
-$384K
|
-10,000
|
-9%
|
|
|
14
|
Cetera Advisor Networks
El Segundo,
California
|
$3.75M
|
+$11.8K
|
+308
|
+0.3%
|
|
|
15
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$3.65M
|
-$158K
|
-4,110
|
-4%
|
|
|
16
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.86M
|
–
|
–
|
–
|
|
|
17
|
LPL Financial
San Diego,
California
|
$2.75M
|
-$310K
|
-8,088
|
-10%
|
|
|
18
|
|
$2.51M
|
+$2.51M
|
+65,366
|
New
|
|
|
19
|
|
$2.31M
|
+$1.34M
|
+34,956
|
+140%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.82M
|
-$6.29M
|
-163,952
|
-78%
|
|
|
21
|
MSI Financial Services
Springfield,
Massachusetts
|
$1.77M
|
+$1.29M
|
+33,620
|
+272%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.75M
|
+$131K
|
+3,418
|
+8%
|
|
|
23
|
First Allied Advisory Services
San Diego,
California
|
$1.56M
|
+$1.04M
|
+27,104
|
+204%
|
|
|
24
|
Credit Agricole
Montrouge Cedex,
France
|
$1.5M
|
+$693K
|
+18,074
|
+87%
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
$1.47M
|
+$1.23M
|
+31,962
|
+513%
|
|
