|
1
|
|
$32.7M
|
+$803K
|
+88,651
|
+3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$12.8M
|
-$566K
|
-62,545
|
-4%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$10.5M
|
+$5.29M
|
+584,674
|
+102%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$8.87M
|
+$526K
|
+58,133
|
+6%
|
|
|
5
|
Parametric Portfolio Associates
Seattle,
Washington
|
$8.85M
|
-$2.29M
|
-252,978
|
-21%
|
|
|
6
|
|
$7.25M
|
+$52.7K
|
+5,817
|
+0.7%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$6.66M
|
-$155K
|
-17,136
|
-2%
|
|
|
8
|
Trust & Fiduciary Management Services
Boston,
Massachusetts
|
$5.22M
|
+$5.19M
|
+572,988
|
New
|
|
|
9
|
First Foundation Advisors
Irvine,
California
|
$3.69M
|
+$908K
|
+100,225
|
+33%
|
|
|
10
|
Central Trust Company
Jefferson City,
Missouri
|
$3.25M
|
+$555K
|
+61,282
|
+21%
|
|
|
11
|
Greatmark Investment Partners
Columbus,
Georgia
|
$3.15M
|
+$44.6K
|
+4,925
|
+1%
|
|
|
12
|
Investment Centers of America
Bismarck,
North Dakota
|
$2.02M
|
-$4.85K
|
-536
|
-0.2%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.79M
|
+$178K
|
+19,674
|
+11%
|
|
|
14
|
Global Endowment Management
Charlotte,
North Carolina
|
$1.69M
|
–
|
–
|
–
|
|
|
15
|
Cornerstone Financial Partners
Huntersville,
North Carolina
|
$1.67M
|
+$1.66M
|
+183,626
|
New
|
|
|
16
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.67M
|
-$32.7K
|
-3,614
|
-2%
|
|
|
17
|
Credit Suisse
Zurich,
Switzerland
|
$1.36M
|
+$2.49K
|
+275
|
+0.2%
|
|
|
18
|
Laurion Capital Management
New York
|
$1.32M
|
+$1.31M
|
+144,999
|
New
|
|
|
19
|
Prospera Financial Services
Dallas,
Texas
|
$1.28M
|
-$27.8K
|
-3,074
|
-2%
|
|
|
20
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$1.2M
|
+$204K
|
+22,500
|
+21%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$995K
|
-$17.6K
|
-1,947
|
-2%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$923K
|
+$238K
|
+26,252
|
+35%
|
|
|
23
|
IFC Holdings
Tampa,
Florida
|
$915K
|
+$593K
|
+65,450
|
+189%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$708K
|
+$2.94K
|
+325
|
+0.4%
|
|
|
25
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$625K
|
+$105K
|
+11,618
|
+20%
|
|
