|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$159M
|
+$12.9M
|
+243,231
|
+8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$135M
|
-$72.1M
|
-1,360,166
|
-33%
|
|
|
3
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$57.9M
|
-$2.4M
|
-45,336
|
-4%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$15.3M
|
+$16.8M
|
+317,109
|
New
|
|
|
5
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$10.2M
|
+$11.1M
|
+210,183
|
New
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.96M
|
+$6.81M
|
+128,603
|
+226%
|
|
|
7
|
|
$7.94M
|
+$5.43M
|
+102,419
|
+165%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$7.61M
|
+$8.35M
|
+157,574
|
New
|
|
|
9
|
Parametric Portfolio Associates
Seattle,
Washington
|
$7.47M
|
–
|
–
|
–
|
|
|
10
|
|
$5.07M
|
+$5.57M
|
+105,067
|
New
|
|
|
11
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$4.59M
|
+$5.03M
|
+94,994
|
New
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.85M
|
-$3.77M
|
-71,067
|
-65%
|
|
|
13
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$1.34M
|
+$1.52M
|
+28,661
|
New
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$1.34M
|
+$59.2K
|
+1,118
|
+4%
|
|
|
15
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1.22M
|
+$1.34M
|
+25,263
|
New
|
|
|
16
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$1.06M
|
-$72.1K
|
-1,361
|
-6%
|
|
|
17
|
Virtu KCG Holdings
New York
|
$970K
|
+$587K
|
+11,073
|
+123%
|
|
|
18
|
Ironwood Financial
Tucson,
Arizona
|
$875K
|
+$961K
|
+18,143
|
New
|
|
|
19
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$860K
|
-$967K
|
-18,245
|
-51%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$801K
|
-$56.4K
|
-1,064
|
-6%
|
|
|
21
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$690K
|
+$27.1K
|
+511
|
+4%
|
|
|
22
|
Sequoia Financial Advisors
Akron,
Ohio
|
$646K
|
+$15.3K
|
+289
|
+2%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$609K
|
+$28.5K
|
+538
|
+4%
|
|
|
24
|
New England Securities
New York
|
$536K
|
+$20.1K
|
+380
|
+4%
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
$533K
|
+$584K
|
+11,029
|
New
|
|
