|
1
|
|
$10.9M
|
+$568K
|
+7,134
|
+6%
|
|
|
2
|
|
$10.7M
|
+$3.35M
|
+42,056
|
+46%
|
|
|
3
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$7.41M
|
+$7.31M
|
+91,791
|
New
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$5.95M
|
-$360K
|
-4,529
|
-6%
|
|
|
5
|
Coastline Trust
Providence,
Rhode Island
|
$5.22M
|
+$600K
|
+7,535
|
+13%
|
|
|
6
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$4.63M
|
+$4.57M
|
+57,399
|
New
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.89M
|
+$2.06M
|
+25,832
|
+259%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.89M
|
+$1.88M
|
+23,651
|
+195%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$2.56M
|
+$1.9M
|
+23,835
|
+302%
|
|
|
10
|
|
$2M
|
-$2.69M
|
-33,762
|
-58%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$1.27M
|
-$25.1M
|
-315,505
|
-95%
|
|
|
12
|
American International Group
New York
|
$939K
|
+$926K
|
+11,636
|
New
|
|
|
13
|
Bluefin Capital Management
New York
|
$900K
|
+$876K
|
+11,002
|
New
|
|
|
14
|
|
$677K
|
+$6.76K
|
+85
|
+1%
|
|
|
15
|
|
$522K
|
+$21.3K
|
+267
|
+4%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$426K
|
+$206K
|
+2,582
|
+96%
|
|
|
17
|
Twele Capital Management
Minnetonka,
Minnesota
|
$334K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$310K
|
-$72.2K
|
-907
|
-19%
|
|
|
19
|
HSBC Holdings
London,
United Kingdom
|
$283K
|
-$119K
|
-1,500
|
-30%
|
|
|
20
|
VSR Financial Services
Overland Park,
Kansas
|
$248K
|
+$31.8K
|
+400
|
+15%
|
|
|
21
|
Central Trust Company
Jefferson City,
Missouri
|
$105K
|
–
|
–
|
–
|
|
|
22
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$45K
|
+$23.5K
|
+295
|
+115%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$35K
|
-$30.1K
|
-378
|
-46%
|
|
|
24
|
MSI Financial Services
Springfield,
Massachusetts
|
$26K
|
–
|
–
|
–
|
|
|
25
|
Alexandria Capital
Arlington,
Virginia
|
$15K
|
–
|
–
|
–
|
|
