|
1
|
Bank of America
Charlotte,
North Carolina
|
$157M
|
+$1.04M
|
+18,126
|
+0.7%
|
|
|
2
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$77.2M
|
-$2.19M
|
-38,320
|
-3%
|
|
|
3
|
Baystate Wealth Management
Boston,
Massachusetts
|
$10.4M
|
+$734K
|
+12,835
|
+8%
|
|
|
4
|
Parametric Portfolio Associates
Seattle,
Washington
|
$8.8M
|
–
|
–
|
–
|
|
|
5
|
|
$4.92M
|
+$523K
|
+9,147
|
+12%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$4.91M
|
+$3.56M
|
+62,290
|
+290%
|
|
|
7
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$4.11M
|
-$430K
|
-7,532
|
-10%
|
|
|
8
|
Bank of New York Mellon
New York
|
$3.95M
|
-$74.9K
|
-1,310
|
-2%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.12M
|
+$112K
|
+1,952
|
+4%
|
|
|
10
|
|
$2.73M
|
+$557K
|
+9,753
|
+26%
|
|
|
11
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.94M
|
+$183K
|
+3,210
|
+11%
|
|
|
12
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$1.37M
|
–
|
–
|
–
|
|
|
13
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$808K
|
–
|
–
|
–
|
|
|
14
|
HSBC Holdings
London,
United Kingdom
|
$586K
|
+$571K
|
+10,000
|
New
|
|
|
15
|
Regions Financial Corp
Birmingham,
Alabama
|
$566K
|
–
|
–
|
–
|
|
|
16
|
Efficient Market Advisors
San Diego,
California
|
$489K
|
-$39.4K
|
-689
|
-8%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$387K
|
-$517K
|
-9,041
|
-58%
|
|
|
18
|
New England Securities
New York
|
$379K
|
+$173K
|
+3,033
|
+88%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$365K
|
-$23.9K
|
-419
|
-6%
|
|
|
20
|
Wealthcare Capital Management
Richmond,
Virginia
|
$350K
|
+$341K
|
+5,969
|
New
|
|
|
21
|
Cerity Partners OCIO
New York
|
$325K
|
+$317K
|
+5,541
|
New
|
|
|
22
|
Hudock Inc
Williamsport,
Pennsylvania
|
$271K
|
-$13.7K
|
-240
|
-5%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$258K
|
+$85.3K
|
+1,492
|
+51%
|
|
|
24
|
CPWM LLC
Seattle,
Washington
|
$249K
|
–
|
–
|
–
|
|
|
25
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$249K
|
+$242K
|
+4,240
|
New
|
|
