|
1
|
Bank of America
Charlotte,
North Carolina
|
$11M
|
-$3.11M
|
-31,828
|
-17%
|
|
|
2
|
|
$3.69M
|
-$2.34M
|
-23,947
|
-32%
|
|
|
3
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$3.23M
|
+$1.97M
|
+20,127
|
+81%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.94M
|
+$4M
|
+40,931
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$2.62M
|
-$462K
|
-4,726
|
-11%
|
|
|
6
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$2.43M
|
-$1.17M
|
-11,956
|
-26%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$2.32M
|
+$452K
|
+4,621
|
+17%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.84M
|
+$143K
|
+1,460
|
+6%
|
|
|
9
|
Franklin Resources
San Mateo,
California
|
$1.75M
|
–
|
–
|
–
|
|
|
10
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.73M
|
–
|
–
|
–
|
|
|
11
|
Brown Advisory
Baltimore,
Maryland
|
$1.54M
|
+$2.09M
|
+21,385
|
New
|
|
|
12
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.49M
|
+$625K
|
+6,397
|
+45%
|
|
|
13
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.35M
|
-$29.6K
|
-303
|
-2%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$1.34M
|
-$158K
|
-1,621
|
-8%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.25M
|
-$84.7K
|
-867
|
-5%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.12M
|
-$167K
|
-1,707
|
-10%
|
|
|
17
|
Silvercrest Asset Management
New York
|
$1.1M
|
-$1.1M
|
-11,300
|
-42%
|
|
|
18
|
CIBC World Market
Toronto,
Ontario, Canada
|
$967K
|
+$31.6K
|
+323
|
+2%
|
|
|
19
|
Parametric Portfolio Associates
Seattle,
Washington
|
$963K
|
+$1.31M
|
+13,400
|
New
|
|
|
20
|
Miller Equity Capital Advisors
Irving,
Texas
|
$949K
|
–
|
–
|
–
|
|
|
21
|
LPL Financial
San Diego,
California
|
$778K
|
-$175K
|
-1,796
|
-14%
|
|
|
22
|
Crestone Asset Management
Boulder,
Colorado
|
$690K
|
+$937K
|
+9,594
|
New
|
|
|
23
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$608K
|
-$2.27M
|
-23,219
|
-71%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$572K
|
+$2.25K
|
+23
|
+0.3%
|
|
|
25
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$485K
|
+$163K
|
+1,668
|
+30%
|
|
