|
1
|
Colony Group
Boston,
Massachusetts
|
$24.7M
|
+$10.5M
|
+393,609
|
+72%
|
|
|
2
|
|
$19.5M
|
-$8.56M
|
-321,182
|
-30%
|
|
|
3
|
Parametric Portfolio Associates
Seattle,
Washington
|
$14.4M
|
-$851K
|
-31,923
|
-5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7.91M
|
+$626K
|
+23,499
|
+8%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$4.12M
|
-$1.43M
|
-53,514
|
-25%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$3.55M
|
+$132K
|
+4,970
|
+4%
|
|
|
7
|
VSR Financial Services
Overland Park,
Kansas
|
$1.51M
|
+$111K
|
+4,182
|
+8%
|
|
|
8
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.44M
|
+$116K
|
+4,339
|
+9%
|
|
|
9
|
Callan Capital
La Jolla,
California
|
$1.41M
|
+$5.44K
|
+204
|
+0.4%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.32M
|
+$378K
|
+14,177
|
+39%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.15M
|
+$708K
|
+26,549
|
+152%
|
|
|
12
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$980K
|
+$384K
|
+14,403
|
+63%
|
|
|
13
|
Virtu KCG Holdings
New York
|
$712K
|
+$725K
|
+27,184
|
New
|
|
|
14
|
Managed Account Advisors
Jersey City,
New Jersey
|
$561K
|
+$571K
|
+21,411
|
New
|
|
|
15
|
Bremer Trust National Association
St. Cloud,
Minnesota
|
$439K
|
+$227K
|
+8,527
|
+104%
|
|
|
16
|
|
$386K
|
+$392K
|
+14,721
|
New
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$381K
|
+$387K
|
+14,535
|
New
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$314K
|
+$320K
|
+11,988
|
New
|
|
|
19
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$173K
|
–
|
–
|
–
|
|
|
20
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$135K
|
-$41K
|
-1,540
|
-23%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$48K
|
+$48.4K
|
+1,815
|
New
|
|
|
22
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$44K
|
+$44.6K
|
+1,674
|
New
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$34K
|
–
|
–
|
–
|
|
|
24
|
Alexandria Capital
Arlington,
Virginia
|
$26K
|
–
|
–
|
–
|
|
|
25
|
SignatureFD
Atlanta,
Georgia
|
$11K
|
–
|
–
|
–
|
|
