|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$26.1M
|
+$18.6M
|
+2,984,770
|
+287%
|
|
|
2
|
|
$4.31M
|
-$216K
|
-34,771
|
-5%
|
|
|
3
|
|
$3.93M
|
+$211K
|
+33,818
|
+6%
|
|
|
4
|
|
$3.81M
|
+$125K
|
+20,000
|
+4%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.5M
|
+$2.44M
|
+391,221
|
+261%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$3.23M
|
+$378K
|
+60,744
|
+14%
|
|
|
7
|
First Foundation Advisors
Irvine,
California
|
$2.42M
|
-$245K
|
-39,320
|
-10%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.97M
|
+$181K
|
+29,131
|
+11%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$1.88M
|
+$99K
|
+15,906
|
+6%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.41M
|
+$118K
|
+18,945
|
+10%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.26M
|
-$2.14M
|
-343,501
|
-64%
|
|
|
12
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$1.15M
|
+$110K
|
+17,706
|
+11%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.11M
|
-$80.2K
|
-12,887
|
-7%
|
|
|
14
|
Cetera Advisor Networks
El Segundo,
California
|
$1.05M
|
+$12.5K
|
+2,000
|
+1%
|
|
|
15
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$1.04M
|
+$42.8K
|
+6,881
|
+4%
|
|
|
16
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$983K
|
–
|
–
|
–
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$719K
|
+$96.1K
|
+15,441
|
+16%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$709K
|
-$49.6K
|
-7,962
|
-7%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$687K
|
-$144K
|
-23,079
|
-18%
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$466K
|
+$293K
|
+47,090
|
+189%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$460K
|
+$76K
|
+12,215
|
+21%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$450K
|
+$117K
|
+18,873
|
+37%
|
|
|
23
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$397K
|
+$381K
|
+61,191
|
New
|
|
|
24
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$390K
|
-$34.9K
|
-5,600
|
-9%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$372K
|
-$53.9K
|
-8,652
|
-13%
|
|
