|
1
|
Rockefeller Capital Management
New York
|
$666M
|
-$10.6M
|
-316,367
|
-2%
|
|
|
2
|
Fiduciary Trust
Boston,
Massachusetts
|
$30.4M
|
-$536K
|
-16,000
|
-2%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$27.4M
|
-$3.99M
|
-119,200
|
-13%
|
|
|
4
|
|
$4.15M
|
+$910K
|
+27,175
|
+29%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$3.34M
|
+$3.2M
|
+95,580
|
New
|
|
|
6
|
Franklin Resources
San Mateo,
California
|
$2.23M
|
-$129K
|
-3,846
|
-6%
|
|
|
7
|
Brown Advisory
Baltimore,
Maryland
|
$2.14M
|
-$318K
|
-9,504
|
-13%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.49M
|
–
|
–
|
–
|
|
|
9
|
Flow Traders U.S.
New York
|
$1.43M
|
+$745K
|
+22,242
|
+119%
|
|
|
10
|
GTS Securities
Miami,
Florida
|
$1.24M
|
+$1.19M
|
+35,539
|
New
|
|
|
11
|
Commerce Bank
Kansas City,
Missouri
|
$1.05M
|
–
|
–
|
–
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$789K
|
+$755K
|
+22,549
|
New
|
|
|
13
|
|
$750K
|
+$67.4K
|
+2,011
|
+10%
|
|
|
14
|
Choate Investment Advisors
Boston,
Massachusetts
|
$280K
|
-$66.6K
|
-1,989
|
-20%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$243K
|
-$1.82M
|
-54,214
|
-89%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$219K
|
+$209K
|
+6,251
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$16.8K
|
+$971
|
+29
|
+6%
|
|
|
18
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
–
|
-$12.2M
|
-406,769
|
Closed
|
|
|
19
|
|
–
|
-$651K
|
-21,660
|
Closed
|
|
