|
1
|
State Street
Boston,
Massachusetts
|
$23.6M
|
-$11.3M
|
-532,000
|
-31%
|
|
|
2
|
|
$4.31M
|
+$818K
|
+38,516
|
+21%
|
|
|
3
|
Veritable
Wilmington,
Delaware
|
$3.78M
|
–
|
–
|
–
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$2.49M
|
+$2.68M
|
+126,164
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.18M
|
-$42.2K
|
-1,988
|
-3%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$963K
|
+$400K
|
+18,844
|
+63%
|
|
|
7
|
|
$842K
|
+$336K
|
+15,832
|
+59%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$739K
|
+$69K
|
+3,248
|
+9%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$415K
|
-$34.5K
|
-1,624
|
-7%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$306K
|
+$85
|
+4
|
+0%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$304K
|
+$5.36K
|
+252
|
+2%
|
|
|
12
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$291K
|
–
|
–
|
–
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$84K
|
-$147K
|
-6,924
|
-62%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$81K
|
+$18.6K
|
+876
|
+27%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$74K
|
+$16.1K
|
+760
|
+25%
|
|
|
16
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$36K
|
+$38.3K
|
+1,800
|
New
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
18
|
|
–
|
-$1.77M
|
-76,804
|
Closed
|
|
|
19
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$261K
|
-11,368
|
Closed
|
|
|
20
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
–
|
-$221K
|
-9,608
|
Closed
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
–
|
-$29K
|
-1,264
|
Closed
|
|
