|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.3M
|
+$8.04M
|
+155,000
|
New
|
|
|
2
|
|
$8.27M
|
-$2.42M
|
-46,691
|
-23%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$5.04M
|
-$694K
|
-13,371
|
-12%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.92M
|
-$4.75M
|
-91,633
|
-50%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.92M
|
+$1.69M
|
+32,525
|
+55%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$3.58M
|
-$1.45M
|
-27,947
|
-29%
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.53M
|
-$52.8K
|
-1,018
|
-2%
|
|
|
8
|
PFG Advisors
Phoenix,
Arizona
|
$1.6M
|
+$12K
|
+232
|
+0.8%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.52M
|
-$463K
|
-8,916
|
-24%
|
|
|
10
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.36M
|
–
|
–
|
–
|
|
|
11
|
Institute for Wealth Management
Denver,
Colorado
|
$1.24M
|
-$22.3K
|
-430
|
-2%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$1.2M
|
–
|
–
|
–
|
|
|
13
|
Abbot Financial Management
Andover,
Massachusetts
|
$1.18M
|
-$36.3K
|
-700
|
-3%
|
|
|
14
|
People's United Financial
Bridgeport,
Connecticut
|
$1.14M
|
+$3.89K
|
+75
|
+0.4%
|
|
|
15
|
Hills Bank & Trust
North Liberty,
Iowa
|
$973K
|
-$42.3K
|
-815
|
-4%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$949K
|
-$14K
|
-270
|
-1%
|
|
|
17
|
|
$948K
|
+$919K
|
+17,718
|
New
|
|
|
18
|
Osborne Partners Capital Management
San Francisco,
California
|
$899K
|
–
|
–
|
–
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$855K
|
-$1.8M
|
-34,712
|
-68%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$837K
|
-$99.9K
|
-1,926
|
-11%
|
|
|
21
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$822K
|
+$797K
|
+15,365
|
New
|
|
|
22
|
Capital One Investing
Mclean,
Virginia
|
$814K
|
-$2.59K
|
-50
|
-0.3%
|
|
|
23
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$718K
|
-$22.8K
|
-440
|
-3%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$623K
|
-$384K
|
-7,400
|
-39%
|
|
|
25
|
Pacific Sun Financial
Los Angeles,
California
|
$579K
|
+$561K
|
+10,810
|
New
|
|
