|
1
|
|
$26.2M
|
+$2.29M
|
+51,132
|
+10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$17.3M
|
-$13.4M
|
-300,684
|
-46%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.7M
|
+$10M
|
+223,866
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$8.79M
|
+$3.21M
|
+71,722
|
+64%
|
|
|
5
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$8.7M
|
+$225K
|
+5,038
|
+3%
|
|
|
6
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$8.24M
|
+$485K
|
+10,842
|
+7%
|
|
|
7
|
|
$7.2M
|
-$4.48M
|
-100,121
|
-40%
|
|
|
8
|
|
$5.34M
|
-$136K
|
-3,037
|
-3%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$3.6M
|
+$140K
|
+3,138
|
+4%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.32M
|
+$2.8M
|
+62,706
|
+952%
|
|
|
11
|
|
$2.81M
|
+$64.4K
|
+1,441
|
+3%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.81M
|
-$680K
|
-15,207
|
-21%
|
|
|
13
|
CX Institutional
Auburn,
Indiana
|
$2.46M
|
+$2.28M
|
+51,027
|
+20,659%
|
|
|
14
|
Wharton Business Group
Malvern,
Pennsylvania
|
$2.45M
|
-$94.1K
|
-2,105
|
-4%
|
|
|
15
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$2.25M
|
+$2.1M
|
+46,902
|
New
|
|
|
16
|
SVB Wealth
Boston,
Massachusetts
|
$2M
|
+$30.3K
|
+677
|
+2%
|
|
|
17
|
BNP Paribas Financial Markets
Paris,
France
|
$1.92M
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$1.73M
|
+$222K
|
+4,965
|
+16%
|
|
|
19
|
MAI Capital Management
Independence,
Ohio
|
$1.45M
|
-$259K
|
-5,797
|
-16%
|
|
|
20
|
GTS Securities
Miami,
Florida
|
$1.33M
|
+$395K
|
+8,822
|
+47%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.28M
|
-$268
|
-6
|
-0%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$1.25M
|
+$1.17M
|
+26,074
|
New
|
|
|
23
|
Rockefeller Capital Management
New York
|
$931K
|
-$43.8K
|
-979
|
-5%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$883K
|
-$17.9K
|
-400
|
-2%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$783K
|
+$152K
|
+3,405
|
+26%
|
|
