|
1
|
|
$10.6M
|
+$5.39M
|
+177,479
|
+104%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$9.9M
|
+$276K
|
+9,096
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$6.65M
|
-$500K
|
-16,472
|
-7%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.94M
|
+$681K
|
+22,427
|
+16%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.83M
|
-$85K
|
-2,801
|
-2%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$3.45M
|
-$26.3K
|
-866
|
-0.8%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$1.5M
|
+$279K
|
+9,204
|
+23%
|
|
|
8
|
|
$1.34M
|
+$1.33M
|
+43,877
|
New
|
|
|
9
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$1.15M
|
+$466K
|
+15,341
|
+68%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$1.02M
|
+$1.02M
|
+33,589
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$786K
|
-$8.04K
|
-265
|
-1%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$661K
|
+$658K
|
+21,683
|
New
|
|
|
13
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$522K
|
+$153K
|
+5,037
|
+42%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$332K
|
+$20.2K
|
+664
|
+6%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$211K
|
-$15.5K
|
-512
|
-7%
|
|
|
16
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$200K
|
+$200K
|
+6,580
|
New
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$86K
|
+$85.7K
|
+2,825
|
New
|
|
|
18
|
MSI Financial Services
Springfield,
Massachusetts
|
$30K
|
+$12K
|
+395
|
+67%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9K
|
+$30
|
+1
|
+0.3%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$6K
|
-$54.4K
|
-1,793
|
-90%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$546K
|
-18,135
|
Closed
|
|
