|
1
|
Bank of America
Charlotte,
North Carolina
|
$189M
|
+$26.2M
|
+436,802
|
+16%
|
|
|
2
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$80.8M
|
+$965K
|
+16,062
|
+1%
|
|
|
3
|
Baystate Wealth Management
Boston,
Massachusetts
|
$11.6M
|
+$914K
|
+15,210
|
+9%
|
|
|
4
|
Parametric Portfolio Associates
Seattle,
Washington
|
$9.38M
|
–
|
–
|
–
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.17M
|
+$6.12M
|
+101,804
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$5.5M
|
+$421K
|
+7,001
|
+8%
|
|
|
7
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$4.02M
|
-$232K
|
-3,860
|
-6%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.88M
|
+$3.75M
|
+62,474
|
+3,932%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.23M
|
-$1.26K
|
-21
|
-0%
|
|
|
10
|
|
$2.28M
|
-$2.79M
|
-46,436
|
-55%
|
|
|
11
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$2.18M
|
+$167K
|
+2,785
|
+8%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$2.08M
|
+$1.8M
|
+29,954
|
+681%
|
|
|
13
|
|
$1.64M
|
-$1.18M
|
-19,596
|
-42%
|
|
|
14
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$1.42M
|
–
|
–
|
–
|
|
|
15
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$836K
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$723K
|
+$342K
|
+5,700
|
+91%
|
|
|
17
|
Sequoia Financial Advisors
Akron,
Ohio
|
$685K
|
+$679K
|
+11,299
|
New
|
|
|
18
|
HSBC Holdings
London,
United Kingdom
|
$606K
|
–
|
–
|
–
|
|
|
19
|
Regions Financial Corp
Birmingham,
Alabama
|
$585K
|
–
|
–
|
–
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$550K
|
+$148K
|
+2,457
|
+37%
|
|
|
21
|
New England Securities
New York
|
$501K
|
+$108K
|
+1,799
|
+28%
|
|
|
22
|
Wealthcare Capital Management
Richmond,
Virginia
|
$343K
|
-$18.3K
|
-304
|
-5%
|
|
|
23
|
Cerity Partners OCIO
New York
|
$335K
|
–
|
–
|
–
|
|
|
24
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$333K
|
+$75.1K
|
+1,250
|
+29%
|
|
|
25
|
Hudock Inc
Williamsport,
Pennsylvania
|
$280K
|
–
|
–
|
–
|
|
