|
1
|
Bank of America
Charlotte,
North Carolina
|
$132M
|
+$136M
|
+2,464,328
|
New
|
|
|
2
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$80.4M
|
+$82.9M
|
+1,502,565
|
New
|
|
|
3
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$4.43M
|
+$4.57M
|
+82,800
|
New
|
|
|
4
|
|
$4.3M
|
+$4.43M
|
+80,387
|
New
|
|
|
5
|
Baystate Wealth Management
Boston,
Massachusetts
|
$4.16M
|
+$4.29M
|
+77,722
|
New
|
|
|
6
|
|
$2.44M
|
+$2.52M
|
+45,664
|
New
|
|
|
7
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$2.03M
|
+$2.09M
|
+37,890
|
New
|
|
|
8
|
|
$2M
|
+$2.07M
|
+37,479
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.91M
|
+$1.97M
|
+35,778
|
New
|
|
|
10
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.89M
|
+$1.93M
|
+35,043
|
New
|
|
|
11
|
|
$1.87M
|
+$1.93M
|
+34,951
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.79M
|
+$1.85M
|
+33,558
|
New
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.34M
|
+$1.38M
|
+25,104
|
New
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.24M
|
+$1.27M
|
+23,086
|
New
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$1.21M
|
+$1.25M
|
+22,613
|
New
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.04M
|
+$1.07M
|
+19,442
|
New
|
|
|
17
|
Efficient Market Advisors
San Diego,
California
|
$471K
|
+$486K
|
+8,811
|
New
|
|
|
18
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$442K
|
+$456K
|
+8,264
|
New
|
|
|
19
|
Harvest Capital Management
Concord,
New Hampshire
|
$317K
|
+$327K
|
+5,925
|
New
|
|
|
20
|
Cerity Partners OCIO
New York
|
$298K
|
+$308K
|
+5,576
|
New
|
|
|
21
|
Hudock Inc
Williamsport,
Pennsylvania
|
$284K
|
+$293K
|
+5,315
|
New
|
|
|
22
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$267K
|
+$275K
|
+4,990
|
New
|
|
|
23
|
Eastern Bank
Boston,
Massachusetts
|
$241K
|
+$248K
|
+4,500
|
New
|
|
|
24
|
CPWM LLC
Seattle,
Washington
|
$227K
|
+$234K
|
+4,246
|
New
|
|
|
25
|
WFG Advisors
Dallas,
Texas
|
$150K
|
+$154K
|
+2,796
|
New
|
|
