|
1
|
Teachers Insurance & Annuity Association of America
New York
|
$24.7M
|
–
|
–
|
–
|
|
|
2
|
|
$7.24M
|
-$558K
|
-22,619
|
-7%
|
|
|
3
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$3.64M
|
+$373K
|
+15,102
|
+11%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.61M
|
+$2.13M
|
+86,219
|
+444%
|
|
|
5
|
|
$2.2M
|
+$2.2M
|
+88,965
|
New
|
|
|
6
|
BB&T Securities
Richmond,
Virginia
|
$2.06M
|
+$1.67M
|
+67,749
|
+435%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.64M
|
+$1.11M
|
+45,000
|
+210%
|
|
|
8
|
Private Advisor Group
Morristown,
New Jersey
|
$845K
|
+$24.7K
|
+1,000
|
+3%
|
|
|
9
|
Tortoise Investment Management
White Plains,
New York
|
$693K
|
–
|
–
|
–
|
|
|
10
|
Global Retirement Partners
San Rafael,
California
|
$693K
|
+$152K
|
+6,179
|
+28%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$541K
|
+$258K
|
+10,474
|
+92%
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$510K
|
-$17.8K
|
-721
|
-3%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$310K
|
-$141K
|
-5,702
|
-31%
|
|
|
14
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$276K
|
-$50.7K
|
-2,054
|
-16%
|
|
|
15
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$185K
|
+$50K
|
+2,027
|
+37%
|
|
|
16
|
SEI Investments
Oaks,
Pennsylvania
|
$1K
|
+$938
|
+38
|
New
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$796K
|
-32,328
|
Closed
|
|
