|
1
|
Lattice Strategies
Wayne,
Pennsylvania
|
$19M
|
+$2.73M
|
+118,740
|
+17%
|
|
|
2
|
Paracle Advisors
Mercer Island,
Washington
|
$15.7M
|
+$1.39M
|
+60,351
|
+10%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$5.71M
|
-$1.92M
|
-83,379
|
-25%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.58M
|
-$988K
|
-43,025
|
-18%
|
|
|
5
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$3.27M
|
-$574K
|
-24,985
|
-15%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$2.42M
|
-$726K
|
-31,612
|
-23%
|
|
|
7
|
|
$2.27M
|
+$495K
|
+21,538
|
+28%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$731K
|
+$728K
|
+31,687
|
New
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$663K
|
-$478K
|
-20,823
|
-42%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$405K
|
+$72.2K
|
+3,144
|
+22%
|
|
|
11
|
D.A. Davidson & Co
Great Falls,
Montana
|
$260K
|
+$258K
|
+11,250
|
New
|
|
|
12
|
Advisor Group
Phoenix,
Arizona
|
$183K
|
+$4.89K
|
+213
|
+3%
|
|
|
13
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$177K
|
+$164K
|
+7,150
|
+1,421%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$52K
|
-$2.3K
|
-100
|
-4%
|
|
|
15
|
Pin Oak Investment Advisors
Houston,
Texas
|
$22K
|
–
|
–
|
–
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$12K
|
-$29.5K
|
-1,284
|
-71%
|
|
|
17
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
18
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$7K
|
+$6.89K
|
+300
|
New
|
|
|
19
|
Geneos Wealth Management
Englewood,
Colorado
|
$5K
|
–
|
–
|
–
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$3.12M
|
-138,000
|
Closed
|
|
|
21
|
|
–
|
-$1.32M
|
-58,463
|
Closed
|
|
