|
1
|
|
$77.7M
|
-$3.41M
|
-100,700
|
-4%
|
|
|
2
|
Grimes & Company
Westborough,
Massachusetts
|
$5.33M
|
-$546K
|
-16,143
|
-9%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$4.25M
|
+$198K
|
+5,861
|
+5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$2.69M
|
+$1.17M
|
+34,552
|
+75%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$2.28M
|
+$1.56K
|
+46
|
+0.1%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$2.02M
|
+$300K
|
+8,862
|
+18%
|
|
|
7
|
Wharton Business Group
Malvern,
Pennsylvania
|
$1.39M
|
–
|
–
|
–
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$463K
|
+$165K
|
+4,883
|
+57%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$421K
|
-$1.86K
|
-55
|
-0.4%
|
|
|
10
|
|
$177K
|
+$31.1K
|
+918
|
+22%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$96K
|
-$11.5K
|
-341
|
-11%
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$83K
|
–
|
–
|
–
|
|
|
13
|
MSI Financial Services
Springfield,
Massachusetts
|
$60K
|
+$46.6K
|
+1,377
|
+367%
|
|
|
14
|
Brown Brothers Harriman & Co
New York
|
$47K
|
–
|
–
|
–
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$44K
|
–
|
–
|
–
|
|
|
16
|
American International Group
New York
|
$34K
|
-$3.69K
|
-109
|
-10%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$2.29M
|
-72,133
|
Closed
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$1.25M
|
-39,448
|
Closed
|
|
|
19
|
|
–
|
-$603K
|
-18,968
|
Closed
|
|
|
20
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
–
|
-$131K
|
-4,115
|
Closed
|
|
|
21
|
|
–
|
+$372
|
+11
|
New
|
|
