|
1
|
|
$83.8M
|
-$1.5M
|
-44,200
|
-2%
|
|
|
2
|
Grimes & Company
Westborough,
Massachusetts
|
$6.96M
|
+$6.99M
|
+205,940
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$4.73M
|
+$1.71M
|
+50,294
|
+56%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$2.23M
|
+$61.3K
|
+1,807
|
+3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.78M
|
+$535K
|
+15,772
|
+43%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.54M
|
+$226K
|
+6,659
|
+17%
|
|
|
7
|
Wharton Business Group
Malvern,
Pennsylvania
|
$1.45M
|
+$218K
|
+6,430
|
+18%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$778K
|
-$501K
|
-14,759
|
-39%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$433K
|
+$17.3K
|
+510
|
+4%
|
|
|
10
|
|
$233K
|
-$35.8K
|
-1,054
|
-13%
|
|
|
11
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$178K
|
–
|
–
|
–
|
|
|
12
|
|
$147K
|
–
|
–
|
–
|
|
|
13
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$129K
|
+$130K
|
+3,815
|
New
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$82K
|
+$34
|
+1
|
+0%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$75K
|
-$1.39M
|
-40,828
|
-95%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$57K
|
+$19.5K
|
+574
|
+52%
|
|
|
17
|
American International Group
New York
|
$56.7K
|
-$148K
|
-4,370
|
-72%
|
|
|
18
|
Brown Brothers Harriman & Co
New York
|
$47K
|
-$29.3K
|
-863
|
-38%
|
|
|
19
|
MSI Financial Services
Springfield,
Massachusetts
|
$18K
|
–
|
–
|
–
|
|
|
20
|
Wealthfront
Palo Alto,
California
|
$3K
|
-$9.4K
|
-277
|
-78%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$2.16M
|
-65,680
|
Closed
|
|
|
22
|
Virtu KCG Holdings
New York
|
–
|
-$414K
|
-12,563
|
Closed
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$42K
|
-1,275
|
Closed
|
|
