|
1
|
|
$28.7M
|
-$21M
|
-721,363
|
-42%
|
|
|
2
|
Parametric Portfolio Associates
Seattle,
Washington
|
$17.2M
|
-$663K
|
-22,791
|
-4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$13.3M
|
+$2.81M
|
+96,577
|
+27%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$2.09M
|
+$168K
|
+5,779
|
+9%
|
|
|
5
|
|
$1.34M
|
+$136K
|
+4,693
|
+11%
|
|
|
6
|
Callan Capital
La Jolla,
California
|
$1.16M
|
+$1.16M
|
+39,917
|
New
|
|
|
7
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$459K
|
+$460K
|
+15,810
|
New
|
|
|
8
|
Colony Group
Boston,
Massachusetts
|
$361K
|
-$13.9K
|
-479
|
-4%
|
|
|
9
|
Virtu KCG Holdings
New York
|
$211K
|
-$332K
|
-11,427
|
-61%
|
|
|
10
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$162K
|
–
|
–
|
–
|
|
|
11
|
|
$108K
|
+$108K
|
+3,721
|
New
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$12K
|
+$11.7K
|
+401
|
New
|
|
|
13
|
American Economic Planning Group
Warren,
New Jersey
|
–
|
-$13.9M
|
-483,226
|
Closed
|
|
|
14
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$13.9M
|
-483,226
|
Closed
|
|
|
15
|
|
–
|
-$3.37M
|
-116,829
|
Closed
|
|
