|
1
|
State Street
Boston,
Massachusetts
|
$40.9M
|
+$8.56M
|
+380,000
|
+26%
|
|
|
2
|
|
$4.57M
|
-$514K
|
-22,836
|
-10%
|
|
|
3
|
Veritable
Wilmington,
Delaware
|
$4.23M
|
–
|
–
|
–
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1.17M
|
+$229K
|
+10,160
|
+24%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$809K
|
+$70.2K
|
+3,116
|
+9%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$478K
|
+$364K
|
+16,168
|
+296%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$467K
|
+$13.2K
|
+588
|
+3%
|
|
|
8
|
|
$422K
|
+$31.3K
|
+1,392
|
+8%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$348K
|
+$341K
|
+15,140
|
+2,628%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$339K
|
+$26.6K
|
+1,180
|
+8%
|
|
|
11
|
Advisor Group
Phoenix,
Arizona
|
$261K
|
–
|
–
|
–
|
|
|
12
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$212K
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$60K
|
-$11.3K
|
-500
|
-16%
|
|
|
14
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$36K
|
+$360
|
+16
|
+1%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$28K
|
+$28.5K
|
+1,264
|
New
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$14K
|
–
|
–
|
–
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
–
|
-$879K
|
-39,428
|
Closed
|
|
|
18
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$363K
|
-16,292
|
Closed
|
|
