|
1
|
Bank of America
Charlotte,
North Carolina
|
$137M
|
-$895K
|
-16,046
|
-0.7%
|
|
|
2
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$85.3M
|
+$1.23M
|
+22,110
|
+1%
|
|
|
3
|
Baystate Wealth Management
Boston,
Massachusetts
|
$8M
|
+$3.64M
|
+65,238
|
+84%
|
|
|
4
|
|
$7.73M
|
+$5.61M
|
+100,555
|
+268%
|
|
|
5
|
|
$4.71M
|
+$211K
|
+3,781
|
+5%
|
|
|
6
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$4.21M
|
-$419K
|
-7,515
|
-9%
|
|
|
7
|
|
$3.29M
|
+$1.33M
|
+23,886
|
+68%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.33M
|
+$323K
|
+5,788
|
+16%
|
|
|
9
|
|
$2.13M
|
-$427K
|
-7,650
|
-17%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.05M
|
+$751K
|
+13,471
|
+58%
|
|
|
11
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.99M
|
+$54.1K
|
+970
|
+3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.55M
|
-$342K
|
-6,131
|
-18%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.52M
|
+$111K
|
+1,983
|
+8%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$1.35M
|
+$83.1K
|
+1,490
|
+7%
|
|
|
15
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$1.31M
|
-$808K
|
-14,494
|
-38%
|
|
|
16
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1.11M
|
+$1.1M
|
+19,784
|
New
|
|
|
17
|
Virtu KCG Holdings
New York
|
$956K
|
+$952K
|
+17,078
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$937K
|
-$150K
|
-2,692
|
-14%
|
|
|
19
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$630K
|
+$627K
|
+11,250
|
New
|
|
|
20
|
Efficient Market Advisors
San Diego,
California
|
$493K
|
–
|
–
|
–
|
|
|
21
|
Harvest Capital Management
Concord,
New Hampshire
|
$320K
|
-$11.2K
|
-200
|
-3%
|
|
|
22
|
Cerity Partners OCIO
New York
|
$312K
|
–
|
–
|
–
|
|
|
23
|
Hudock Inc
Williamsport,
Pennsylvania
|
$297K
|
–
|
–
|
–
|
|
|
24
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$256K
|
+$255K
|
+4,577
|
New
|
|
|
25
|
Eastern Bank
Boston,
Massachusetts
|
$252K
|
–
|
–
|
–
|
|
