|
1
|
Bank of America
Charlotte,
North Carolina
|
$551M
|
-$6.36M
|
-46,799
|
-1%
|
|
|
2
|
|
$56.1M
|
-$20.4M
|
-150,275
|
-27%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$33.8M
|
-$22.8M
|
-167,843
|
-41%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$31M
|
-$5.05M
|
-37,148
|
-14%
|
|
|
5
|
D'Orazio & Associates
Falls Church,
Virginia
|
$30.3M
|
+$1.1M
|
+8,070
|
+4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$25.4M
|
-$884K
|
-6,497
|
-3%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21M
|
+$250K
|
+1,841
|
+1%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$19.6M
|
+$5.16M
|
+37,922
|
+38%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.4M
|
+$7.45M
|
+54,751
|
+89%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$16.1M
|
+$1.51M
|
+11,112
|
+11%
|
|
|
11
|
|
$15M
|
-$9.35M
|
-68,741
|
-39%
|
|
|
12
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$13.6M
|
+$1.59M
|
+11,683
|
+14%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$13.2M
|
+$2.8M
|
+20,617
|
+28%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.5M
|
+$864K
|
+6,356
|
+8%
|
|
|
15
|
D.A. Davidson & Co
Great Falls,
Montana
|
$11.7M
|
-$218K
|
-1,604
|
-2%
|
|
|
16
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$11.2M
|
+$1.05M
|
+7,713
|
+11%
|
|
|
17
|
Xponance
Philadelphia,
Pennsylvania
|
$10.2M
|
-$1.21M
|
-8,917
|
-11%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$10.2M
|
+$5.43M
|
+39,907
|
+123%
|
|
|
19
|
Edmond de Rothschild Private Merchant Banking
London,
United Kingdom
|
$9.98M
|
+$1.05M
|
+7,713
|
+12%
|
|
|
20
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$9.59M
|
-$459K
|
-3,376
|
-5%
|
|
|
21
|
New York State Common Retirement Fund
Albany,
New York
|
$9.22M
|
+$107K
|
+787
|
+1%
|
|
|
22
|
Rand Wealth
Baltimore,
Maryland
|
$8.72M
|
-$129K
|
-952
|
-2%
|
|
|
23
|
Bailard
Foster City,
California
|
$7.83M
|
-$109K
|
-799
|
-1%
|
|
|
24
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$7.2M
|
-$6.25K
|
-46
|
-0.1%
|
|
|
25
|
MSI Financial Services
Springfield,
Massachusetts
|
$7.09M
|
+$2.42M
|
+17,802
|
+55%
|
|
