|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$10.8M
|
+$994K
|
+40,000
|
+10%
|
|
|
2
|
|
$5.39M
|
+$5.47M
|
+220,000
|
New
|
|
|
3
|
Resource America
New York
|
$2.57M
|
+$1.12M
|
+44,996
|
+75%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$1.26M
|
–
|
–
|
–
|
|
|
5
|
Family Management
New York
|
$1.19M
|
+$116K
|
+4,670
|
+11%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.11M
|
-$145K
|
-5,829
|
-11%
|
|
|
7
|
Claybrook Capital
Wellesley,
Massachusetts
|
$893K
|
–
|
–
|
–
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$520K
|
+$41K
|
+1,651
|
+8%
|
|
|
9
|
|
$385K
|
+$59.6K
|
+2,400
|
+18%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$280K
|
+$284K
|
+11,420
|
New
|
|
|
11
|
KCM Investment Advisors
Greenbrae,
California
|
$253K
|
-$199
|
-8
|
-0.1%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$145K
|
+$2.48K
|
+100
|
+2%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$136K
|
+$6.83K
|
+275
|
+5%
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$17K
|
–
|
–
|
–
|
|
|
15
|
Sonora Investment Management
Tucson,
Arizona
|
$12K
|
-$12.4K
|
-500
|
-50%
|
|
|
16
|
|
$12K
|
–
|
–
|
–
|
|
|
17
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$10K
|
–
|
–
|
–
|
|
|
18
|
American Portfolios Advisors
Holbrook,
New York
|
$4.9K
|
–
|
–
|
–
|
|
|
19
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$2K
|
–
|
–
|
–
|
|
|
20
|
Northwest Wealth Management
Spencer,
Iowa
|
–
|
-$112K
|
-4,520
|
Closed
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$10K
|
-400
|
Closed
|
|
