|
1
|
Bank of America
Charlotte,
North Carolina
|
$149M
|
+$12M
|
+213,934
|
+9%
|
|
|
2
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$76M
|
-$9.45M
|
-168,927
|
-11%
|
|
|
3
|
Baystate Wealth Management
Boston,
Massachusetts
|
$9.2M
|
+$1.18M
|
+21,146
|
+15%
|
|
|
4
|
Parametric Portfolio Associates
Seattle,
Washington
|
$8.64M
|
+$8.65M
|
+154,655
|
New
|
|
|
5
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$4.36M
|
+$133K
|
+2,385
|
+3%
|
|
|
6
|
|
$4.2M
|
-$519K
|
-9,281
|
-11%
|
|
|
7
|
Bank of New York Mellon
New York
|
$3.85M
|
+$3.84M
|
+68,647
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.88M
|
+$542K
|
+9,698
|
+23%
|
|
|
9
|
|
$2.07M
|
-$63.2K
|
-1,131
|
-3%
|
|
|
10
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.68M
|
-$340K
|
-6,072
|
-17%
|
|
|
11
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$1.31M
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.21M
|
-$332K
|
-5,931
|
-22%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$878K
|
-$640K
|
-11,436
|
-42%
|
|
|
14
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$773K
|
+$142K
|
+2,537
|
+23%
|
|
|
15
|
Regions Financial Corp
Birmingham,
Alabama
|
$541K
|
+$540K
|
+9,650
|
New
|
|
|
16
|
Efficient Market Advisors
San Diego,
California
|
$506K
|
+$11.9K
|
+213
|
+2%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$373K
|
-$976K
|
-17,452
|
-72%
|
|
|
18
|
Hudock Inc
Williamsport,
Pennsylvania
|
$273K
|
-$25.2K
|
-450
|
-8%
|
|
|
19
|
CPWM LLC
Seattle,
Washington
|
$238K
|
–
|
–
|
–
|
|
|
20
|
Harvest Capital Management
Concord,
New Hampshire
|
$209K
|
-$112K
|
-2,000
|
-35%
|
|
|
21
|
WFG Advisors
Dallas,
Texas
|
$205K
|
+$41.1K
|
+735
|
+25%
|
|
|
22
|
New England Securities
New York
|
$193K
|
+$161K
|
+2,879
|
+518%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$163K
|
+$43.6K
|
+779
|
+37%
|
|
|
24
|
US Bancorp
Minneapolis,
Minnesota
|
$98K
|
+$97.9K
|
+1,750
|
New
|
|
|
25
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$90K
|
-$133K
|
-2,370
|
-60%
|
|
