|
1
|
Paracle Advisors
Mercer Island,
Washington
|
$18.3M
|
+$751K
|
+37,211
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$7.74M
|
-$1.44M
|
-71,283
|
-15%
|
|
|
3
|
Wellington Management Group
Boston,
Massachusetts
|
$4.68M
|
+$1.95M
|
+96,569
|
+69%
|
|
|
4
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$3.77M
|
+$68.2K
|
+3,382
|
+2%
|
|
|
5
|
Resource Planning Group
Atlanta,
Georgia
|
$1.54M
|
-$81K
|
-4,012
|
-5%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$411K
|
+$324K
|
+16,067
|
+337%
|
|
|
7
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$406K
|
+$7.4K
|
+367
|
+2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$342K
|
+$81.9K
|
+4,061
|
+31%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$274K
|
-$1.2M
|
-59,239
|
-81%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$234K
|
+$239K
|
+11,839
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$162K
|
+$24.4K
|
+1,211
|
+17%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$35K
|
+$706
|
+35
|
+2%
|
|
|
13
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
14
|
|
$3K
|
+$3.57K
|
+177
|
New
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$818K
|
-42,993
|
Closed
|
|
|
16
|
|
–
|
-$305K
|
-16,016
|
Closed
|
|
|
17
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
–
|
-$9K
|
-507
|
Closed
|
|
|
18
|
Sowa Financial Group
Lincoln,
Rhode Island
|
–
|
-$3K
|
-148
|
Closed
|
|
