|
1
|
|
$28.4M
|
-$4.34M
|
-157,015
|
-13%
|
|
|
2
|
Parametric Portfolio Associates
Seattle,
Washington
|
$15.5M
|
+$855K
|
+30,929
|
+6%
|
|
|
3
|
Colony Group
Boston,
Massachusetts
|
$14.7M
|
+$15M
|
+543,526
|
+8,198%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7.42M
|
-$517K
|
-18,723
|
-6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$5.62M
|
+$5.83M
|
+210,994
|
New
|
|
|
6
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$4.65M
|
+$4.83M
|
+174,648
|
New
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$3.47M
|
-$467K
|
-16,911
|
-11%
|
|
|
8
|
Callan Capital
La Jolla,
California
|
$1.43M
|
+$2.68K
|
+97
|
+0.2%
|
|
|
9
|
VSR Financial Services
Overland Park,
Kansas
|
$1.42M
|
+$270K
|
+9,781
|
+22%
|
|
|
10
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.34M
|
+$1.39M
|
+50,472
|
New
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$960K
|
+$358K
|
+12,970
|
+56%
|
|
|
12
|
Choreo LLC
Rockford,
Illinois
|
$847K
|
+$874K
|
+31,650
|
New
|
|
|
13
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$613K
|
+$426K
|
+15,401
|
+202%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$466K
|
+$483K
|
+17,499
|
New
|
|
|
15
|
LPL Financial
San Diego,
California
|
$378K
|
-$409K
|
-14,820
|
-51%
|
|
|
16
|
Brinker Capital
Berwyn,
Pennsylvania
|
$360K
|
+$373K
|
+13,511
|
New
|
|
|
17
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$348K
|
-$550K
|
-19,923
|
-60%
|
|
|
18
|
Bremer Trust National Association
St. Cloud,
Minnesota
|
$218K
|
+$227K
|
+8,213
|
New
|
|
|
19
|
Two Sigma Securities
New York
|
$209K
|
+$216K
|
+7,831
|
New
|
|
|
20
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$179K
|
+$185K
|
+6,710
|
New
|
|
|
21
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$175K
|
–
|
–
|
–
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$35K
|
–
|
–
|
–
|
|
|
23
|
Alexandria Capital
Arlington,
Virginia
|
$26K
|
–
|
–
|
–
|
|
|
24
|
SignatureFD
Atlanta,
Georgia
|
$11K
|
–
|
–
|
–
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$8K
|
–
|
–
|
–
|
|
