|
1
|
|
$26.9M
|
+$2.26M
|
+55,767
|
+10%
|
|
|
2
|
|
$15.1M
|
-$3.03M
|
-74,672
|
-18%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$14.4M
|
-$51.8K
|
-1,278
|
-0.4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$7.75M
|
-$4.3M
|
-106,121
|
-37%
|
|
|
5
|
Trillium Asset Management
Boston,
Massachusetts
|
$6.05M
|
-$683K
|
-16,862
|
-11%
|
|
|
6
|
|
$4M
|
+$2.87M
|
+70,903
|
+342%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$3.58M
|
+$189K
|
+4,665
|
+6%
|
|
|
8
|
SignalPoint Asset Management
Springfield,
Missouri
|
$3.01M
|
+$172K
|
+4,242
|
+7%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.82M
|
-$143K
|
-3,527
|
-5%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.7M
|
-$1.18M
|
-29,222
|
-32%
|
|
|
11
|
Hills Bank & Trust
North Liberty,
Iowa
|
$2.29M
|
+$802K
|
+19,793
|
+61%
|
|
|
12
|
American International Group
New York
|
$1.73M
|
-$468K
|
-11,562
|
-23%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.63M
|
+$125K
|
+3,085
|
+9%
|
|
|
14
|
Virtu KCG Holdings
New York
|
$1.58M
|
-$1.09M
|
-26,913
|
-43%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.49M
|
+$209K
|
+5,163
|
+18%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$1.26M
|
+$212K
|
+5,229
|
+22%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.25M
|
-$3.17M
|
-78,246
|
-73%
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$1.08M
|
–
|
–
|
–
|
|
|
19
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$1.08M
|
+$1M
|
+24,800
|
New
|
|
|
20
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.08M
|
–
|
–
|
–
|
|
|
21
|
Wharton Business Group
Malvern,
Pennsylvania
|
$1.04M
|
+$96.4K
|
+2,380
|
+11%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$816K
|
-$145K
|
-3,578
|
-16%
|
|
|
23
|
Osborne Partners Capital Management
San Francisco,
California
|
$816K
|
–
|
–
|
–
|
|
|
24
|
Concert Wealth Management
San Jose,
California
|
$804K
|
-$794K
|
-19,607
|
Closed
|
|
|
25
|
Webster Bank
Waterbury,
Connecticut
|
$665K
|
-$1.2M
|
-29,600
|
-66%
|
|
