|
1
|
Bank of America
Charlotte,
North Carolina
|
$229M
|
+$59.1M
|
+1,030,670
|
+33%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$168M
|
+$175M
|
+3,057,807
|
New
|
|
|
3
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$68.6M
|
-$5.1M
|
-88,868
|
-7%
|
|
|
4
|
Baystate Wealth Management
Boston,
Massachusetts
|
$11.6M
|
+$1.03M
|
+17,885
|
+9%
|
|
|
5
|
GM Advisory Group
Melville,
New York
|
$10.6M
|
+$11M
|
+192,121
|
New
|
|
|
6
|
Parametric Portfolio Associates
Seattle,
Washington
|
$8.52M
|
–
|
–
|
–
|
|
|
7
|
|
$6.53M
|
+$4.64M
|
+80,839
|
+215%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.03M
|
+$2.6M
|
+45,405
|
+71%
|
|
|
9
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$3.47M
|
-$184K
|
-3,215
|
-5%
|
|
|
10
|
|
$3.42M
|
+$2.01M
|
+34,993
|
+129%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.14M
|
+$216K
|
+3,761
|
+7%
|
|
|
12
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.99M
|
+$7.17K
|
+125
|
+0.3%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$1.46M
|
+$1.52M
|
+26,565
|
New
|
|
|
14
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$1.29M
|
–
|
–
|
–
|
|
|
15
|
LPL Financial
San Diego,
California
|
$970K
|
-$4.2M
|
-73,136
|
-81%
|
|
|
16
|
Cabot Wealth Management
Salem,
Massachusetts
|
$896K
|
+$933K
|
+16,259
|
New
|
|
|
17
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$760K
|
–
|
–
|
–
|
|
|
18
|
Sequoia Financial Advisors
Akron,
Ohio
|
$721K
|
+$103K
|
+1,791
|
+16%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$665K
|
+$7.8K
|
+136
|
+1%
|
|
|
20
|
New England Securities
New York
|
$591K
|
+$141K
|
+2,455
|
+30%
|
|
|
21
|
HSBC Holdings
London,
United Kingdom
|
$551K
|
–
|
–
|
–
|
|
|
22
|
Virtu KCG Holdings
New York
|
$497K
|
+$517K
|
+9,020
|
New
|
|
|
23
|
Cerity Partners OCIO
New York
|
$484K
|
+$186K
|
+3,236
|
+58%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$458K
|
-$43.6K
|
-760
|
-8%
|
|
|
25
|
Wealthcare Capital Management
Richmond,
Virginia
|
$312K
|
–
|
–
|
–
|
|
