|
1
|
Paracle Advisors
Mercer Island,
Washington
|
$23.6M
|
-$412K
|
-17,204
|
-2%
|
|
|
2
|
Wellington Management Group
Boston,
Massachusetts
|
$5.43M
|
+$571K
|
+23,840
|
+12%
|
|
|
3
|
Resource Planning Group
Atlanta,
Georgia
|
$1.65M
|
-$5.75K
|
-240
|
-0.4%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$1.19M
|
+$1.17M
|
+48,812
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.06M
|
-$8.3M
|
-346,388
|
-89%
|
|
|
6
|
|
$669K
|
+$283K
|
+11,823
|
+75%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$497K
|
-$26.8K
|
-1,118
|
-5%
|
|
|
8
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$386K
|
-$110K
|
-4,577
|
-22%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$354K
|
+$32.5K
|
+1,357
|
+10%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$349K
|
-$2.56K
|
-107
|
-0.7%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$200K
|
–
|
–
|
–
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$191K
|
+$186K
|
+7,774
|
New
|
|
|
13
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$132K
|
+$130K
|
+5,424
|
New
|
|
|
14
|
Brown Brothers Harriman & Co
New York
|
$51K
|
–
|
–
|
–
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$42K
|
–
|
–
|
–
|
|
|
16
|
|
$5K
|
+$407
|
+17
|
+10%
|
|
|
17
|
Eaton Vance Management
Boston,
Massachusetts
|
$5K
|
+$4.79K
|
+200
|
New
|
|
|
18
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$374K
|
-16,310
|
Closed
|
|
