|
1
|
Coldstream Capital Management
Bellevue,
Washington
|
$23.9M
|
+$23.4M
|
+937,144
|
New
|
|
|
2
|
Wellington Management Group
Boston,
Massachusetts
|
$5.31M
|
-$370K
|
-14,794
|
-7%
|
|
|
3
|
Resource Planning Group
Atlanta,
Georgia
|
$1.55M
|
-$177K
|
-7,086
|
-10%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$1.27M
|
+$29K
|
+1,158
|
+2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.03M
|
-$70.5K
|
-2,817
|
-6%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$536K
|
+$15.4K
|
+617
|
+3%
|
|
|
7
|
|
$532K
|
-$165K
|
-6,587
|
-24%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$472K
|
+$105K
|
+4,208
|
+29%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$467K
|
+$459K
|
+18,335
|
New
|
|
|
10
|
Newport Wealth Strategies
Irvine,
California
|
$465K
|
+$456K
|
+18,250
|
New
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$387K
|
+$15.9K
|
+634
|
+4%
|
|
|
12
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$328K
|
-$74.9K
|
-2,995
|
-19%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$317K
|
+$311K
|
+12,446
|
New
|
|
|
14
|
Advisory Services Network
Atlanta,
Georgia
|
$255K
|
+$251K
|
+10,028
|
New
|
|
|
15
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$253K
|
+$113K
|
+4,500
|
+83%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$209K
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$71K
|
+$26.8K
|
+1,071
|
+61%
|
|
|
18
|
Brown Brothers Harriman & Co
New York
|
$53K
|
–
|
–
|
–
|
|
|
19
|
Eaton Vance Management
Boston,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
20
|
|
$5K
|
–
|
–
|
–
|
|
|
21
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$4K
|
+$25
|
+1
|
+0.6%
|
|
|
22
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$191K
|
-7,774
|
Closed
|
|
