|
1
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$3.4M
|
-$297K
|
-6,663
|
-8%
|
|
|
2
|
Brinker Capital
Berwyn,
Pennsylvania
|
$2.42M
|
+$862K
|
+19,325
|
+57%
|
|
|
3
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$1.27M
|
–
|
–
|
–
|
|
|
4
|
Washington Trust Bank
Spokane,
Washington
|
$1.21M
|
+$1.19M
|
+26,672
|
New
|
|
|
5
|
|
$1.02M
|
-$274K
|
-6,143
|
-21%
|
|
|
6
|
Tower Research Capital (TRC)
New York
|
$978K
|
-$711K
|
-15,957
|
-42%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$855K
|
+$47K
|
+1,055
|
+6%
|
|
|
8
|
|
$586K
|
–
|
–
|
–
|
|
|
9
|
LPL Financial
San Diego,
California
|
$555K
|
-$85.6K
|
-1,920
|
-14%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$366K
|
–
|
–
|
–
|
|
|
11
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$248K
|
+$12.8K
|
+288
|
+6%
|
|
|
12
|
William Blair & Company
Chicago,
Illinois
|
$73K
|
+$9.36K
|
+210
|
+15%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$23K
|
–
|
–
|
–
|
|
|
14
|
Cribstone Capital Management
Augusta,
Maine
|
$13K
|
+$13.2K
|
+296
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9K
|
–
|
–
|
–
|
|
|
16
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$9K
|
+$8.6K
|
+193
|
New
|
|
|
17
|
Advisor Group
Phoenix,
Arizona
|
$8K
|
+$4.86K
|
+109
|
+195%
|
|
|
18
|
Realta Investment Advisors
Wilmington,
Delaware
|
$5K
|
-$1.25K
|
-28
|
-19%
|
|
|
19
|
|
$4K
|
+$4.46K
|
+100
|
New
|
|
|
20
|
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
|
–
|
-$4.79M
|
-106,787
|
Closed
|
|
|
21
|
Pathstone Family Office
Englewood,
New Jersey
|
–
|
-$904K
|
-20,494
|
Closed
|
|
|
22
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
–
|
-$65K
|
-1,475
|
Closed
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
–
|
-$3K
|
-58
|
Closed
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
–
|
+$45
|
+1
|
New
|
|
