|
1
|
Paracle Advisors
Mercer Island,
Washington
|
$22.6M
|
+$1.2M
|
+56,339
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$8.94M
|
-$51.6K
|
-2,416
|
-0.6%
|
|
|
3
|
Wellington Management Group
Boston,
Massachusetts
|
$4.58M
|
-$808K
|
-37,859
|
-16%
|
|
|
4
|
Resource Planning Group
Atlanta,
Georgia
|
$1.56M
|
-$205K
|
-9,602
|
-12%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$494K
|
+$14.9K
|
+700
|
+3%
|
|
|
6
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$469K
|
-$2.86K
|
-134
|
-0.7%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$374K
|
+$348K
|
+16,310
|
New
|
|
|
8
|
|
$359K
|
+$334K
|
+15,665
|
New
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$331K
|
-$62.3K
|
-2,920
|
-17%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$303K
|
+$28.8K
|
+1,351
|
+11%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$189K
|
–
|
–
|
–
|
|
|
12
|
Brown Brothers Harriman & Co
New York
|
$48K
|
+$44.6K
|
+2,089
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$40K
|
+$278
|
+13
|
+0.7%
|
|
|
14
|
|
$4K
|
–
|
–
|
–
|
|
|
15
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$4K
|
+$85
|
+4
|
+2%
|
|
|
16
|
Lumbard & Kellner
Hollis,
New Hampshire
|
–
|
-$3.77M
|
-192,500
|
Closed
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
–
|
-$274K
|
-13,915
|
Closed
|
|
