|
1
|
Managed Account Advisors
Jersey City,
New Jersey
|
$31.7M
|
+$5.2M
|
+172,300
|
+20%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$27.6M
|
-$897K
|
-29,736
|
-3%
|
|
|
3
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$25.3M
|
-$951K
|
-31,528
|
-4%
|
|
|
4
|
Private Advisor Group
Morristown,
New Jersey
|
$2.86M
|
+$2.21M
|
+73,374
|
+351%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$2.77M
|
+$253K
|
+8,402
|
+10%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.69M
|
+$35.2K
|
+1,166
|
+1%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$2.53M
|
+$447K
|
+14,820
|
+22%
|
|
|
8
|
Blue Edge Capital
Richmond,
Virginia
|
$1.85M
|
-$32K
|
-1,062
|
-2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1.82M
|
+$305K
|
+10,108
|
+20%
|
|
|
10
|
Americafirst Capital Management
Roseville,
California
|
$633K
|
+$629K
|
+20,850
|
New
|
|
|
11
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$632K
|
–
|
–
|
–
|
|
|
12
|
|
$462K
|
+$8.03K
|
+266
|
+2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$382K
|
+$2.53K
|
+84
|
+0.7%
|
|
|
14
|
|
$378K
|
-$234K
|
-7,764
|
-38%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$289K
|
-$4.71K
|
-156
|
-2%
|
|
|
16
|
Bank of New York Mellon
New York
|
$261K
|
+$21.5K
|
+712
|
+9%
|
|
|
17
|
Optimum Investment Advisors
Chicago,
Illinois
|
$21K
|
–
|
–
|
–
|
|
|
18
|
Reilly Financial Advisors
La Mesa,
California
|
$21K
|
–
|
–
|
–
|
|
|
19
|
Balentine LLC
Atlanta,
Georgia
|
$17K
|
+$17.3K
|
+574
|
New
|
|
|
20
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$16K
|
–
|
–
|
–
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$13K
|
-$422
|
-14
|
-3%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8K
|
+$7.84K
|
+260
|
New
|
|
|
23
|
|
$1K
|
–
|
–
|
–
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.14M
|
-37,994
|
Closed
|
|
|
25
|
Pinnacle Advisory Group
Columbia,
Maryland
|
–
|
-$613K
|
-20,460
|
Closed
|
|
