|
1
|
Bank of America
Charlotte,
North Carolina
|
$21.3M
|
-$2.15M
|
-39,496
|
-9%
|
|
|
2
|
Curi RMB Capital
Chicago,
Illinois
|
$20M
|
+$270K
|
+4,965
|
+1%
|
|
|
3
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$5.78M
|
+$128K
|
+2,345
|
+2%
|
|
|
4
|
Vicus Capital
State College,
Pennsylvania
|
$5.57M
|
+$5.77M
|
+105,982
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$4.78M
|
+$43.9K
|
+807
|
+0.9%
|
|
|
6
|
Tortoise Investment Management
White Plains,
New York
|
$4.45M
|
-$115K
|
-2,114
|
-2%
|
|
|
7
|
|
$4.25M
|
+$523K
|
+9,618
|
+13%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.15M
|
+$3.27M
|
+60,000
|
New
|
|
|
9
|
|
$2.72M
|
+$951K
|
+17,475
|
+51%
|
|
|
10
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$2.7M
|
-$92.4K
|
-1,697
|
-3%
|
|
|
11
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$2.36M
|
-$95.2K
|
-1,749
|
-4%
|
|
|
12
|
D'Orazio & Associates
Falls Church,
Virginia
|
$2.05M
|
-$1.03M
|
-18,923
|
-33%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.63M
|
-$296K
|
-5,438
|
-15%
|
|
|
14
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$1.55M
|
+$301K
|
+5,528
|
+23%
|
|
|
15
|
Northern Trust
Chicago,
Illinois
|
$1.4M
|
-$1.24M
|
-22,797
|
-46%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.29M
|
+$571K
|
+10,486
|
+74%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$983K
|
+$74.3K
|
+1,366
|
+8%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$868K
|
+$899K
|
+16,511
|
New
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$693K
|
-$8.87K
|
-163
|
-1%
|
|
|
20
|
Scotia Capital
Toronto,
Ontario, Canada
|
$667K
|
-$41.1K
|
-756
|
-6%
|
|
|
21
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$662K
|
+$38.4K
|
+705
|
+6%
|
|
|
22
|
TIAA CREF Trust
St Louis,
Missouri
|
$599K
|
+$621K
|
+11,405
|
New
|
|
|
23
|
Colony Group
Boston,
Massachusetts
|
$587K
|
-$118K
|
-2,160
|
-16%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$564K
|
-$76K
|
-1,397
|
-12%
|
|
|
25
|
Regions Financial Corp
Birmingham,
Alabama
|
$455K
|
–
|
–
|
–
|
|
