|
1
|
Bank of America
Charlotte,
North Carolina
|
$140M
|
+$7.39M
|
+91,259
|
+6%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$34.7M
|
+$1.2M
|
+14,818
|
+4%
|
|
|
3
|
|
$17.2M
|
-$751K
|
-9,275
|
-4%
|
|
|
4
|
Managed Account Advisors
Jersey City,
New Jersey
|
$10M
|
+$2.18M
|
+26,888
|
+28%
|
|
|
5
|
Dowling & Yahnke
San Diego,
California
|
$9.03M
|
-$181K
|
-2,235
|
-2%
|
|
|
6
|
|
$5.55M
|
-$1.68M
|
-20,698
|
-23%
|
|
|
7
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.76M
|
+$356K
|
+4,397
|
+10%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$3.48M
|
-$1.01M
|
-12,445
|
-22%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.47M
|
-$178K
|
-2,194
|
-5%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.08M
|
-$1.31M
|
-16,155
|
-30%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$2.74M
|
+$1.07M
|
+13,215
|
+65%
|
|
|
12
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$2.71M
|
–
|
–
|
–
|
|
|
13
|
WBH Advisory
Baltimore,
Maryland
|
$2.7M
|
-$136K
|
-1,684
|
-5%
|
|
|
14
|
Virtu KCG Holdings
New York
|
$2.46M
|
+$2.47M
|
+30,473
|
New
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.76M
|
+$1.46M
|
+17,968
|
+474%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.52M
|
-$1.48M
|
-18,285
|
-49%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$1.2M
|
+$1.2M
|
+14,877
|
New
|
|
|
18
|
Russell Frank Company
Seattle,
Washington
|
$1.2M
|
-$1.14M
|
-14,100
|
-49%
|
|
|
19
|
Bailard
Foster City,
California
|
$1.18M
|
+$1.18M
|
+14,615
|
New
|
|
|
20
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.14M
|
+$243K
|
+3,000
|
+27%
|
|
|
21
|
Timber Hill
Greenwich,
Connecticut
|
$1.14M
|
-$1.97M
|
-24,348
|
-63%
|
|
|
22
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$961K
|
+$28.3K
|
+350
|
+3%
|
|
|
23
|
|
$916K
|
-$6.9M
|
-85,144
|
-88%
|
|
|
24
|
Placemark Investments
Chicago,
Illinois
|
$895K
|
+$897K
|
+11,076
|
New
|
|
|
25
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$889K
|
-$2.54M
|
-31,355
|
-74%
|
|
