|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$27.5M
|
+$403K
|
+5,307
|
+1%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.3M
|
+$387K
|
+5,094
|
+1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$25.1M
|
-$453K
|
-5,970
|
-2%
|
|
|
4
|
Gupta Wealth Management
San Diego,
California
|
$12.5M
|
+$1.13M
|
+14,855
|
+10%
|
|
|
5
|
Bluefin Capital Management
New York
|
$6.38M
|
+$6.63M
|
+87,261
|
New
|
|
|
6
|
|
$4.79M
|
-$1.38M
|
-18,224
|
-22%
|
|
|
7
|
Choate Investment Advisors
Boston,
Massachusetts
|
$3.26M
|
+$1.54M
|
+20,288
|
+84%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.77M
|
+$1.53M
|
+20,111
|
+113%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.58M
|
+$1.76M
|
+23,148
|
+190%
|
|
|
10
|
|
$2.57M
|
+$2.67M
|
+35,195
|
New
|
|
|
11
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.25M
|
-$32K
|
-421
|
-1%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$2.12M
|
-$5.35M
|
-70,466
|
-71%
|
|
|
13
|
|
$1.84M
|
+$1.92M
|
+25,230
|
New
|
|
|
14
|
Managed Account Advisors
Jersey City,
New Jersey
|
$1.26M
|
+$570K
|
+7,503
|
+77%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$697K
|
+$17.6K
|
+232
|
+2%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$523K
|
-$3.06M
|
-40,289
|
-85%
|
|
|
17
|
WesBanco Bank
Wheeling,
West Virginia
|
$418K
|
–
|
–
|
–
|
|
|
18
|
Virtu KCG Holdings
New York
|
$296K
|
-$559K
|
-7,368
|
-65%
|
|
|
19
|
MSI Financial Services
Springfield,
Massachusetts
|
$288K
|
+$15.6K
|
+206
|
+6%
|
|
|
20
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$250K
|
-$99.9K
|
-1,316
|
-28%
|
|
|
21
|
Park National Corp
Newark,
Ohio
|
$235K
|
-$38K
|
-500
|
-13%
|
|
|
22
|
American International Group
New York
|
$217K
|
+$225K
|
+2,965
|
New
|
|
|
23
|
Risk Paradigm Group
Austin,
Texas
|
$203K
|
+$24.5K
|
+323
|
+13%
|
|
|
24
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$198K
|
+$205K
|
+2,706
|
+270,600%
|
|
|
25
|
Duncker Streett & Co
St. Louis,
Missouri
|
$194K
|
+$14.7K
|
+194
|
+8%
|
|
