|
1
|
Bank of America
Charlotte,
North Carolina
|
$27.7M
|
-$3.94M
|
-177,396
|
-12%
|
|
|
2
|
Davenport & Co
Richmond,
Virginia
|
$17.9M
|
+$519K
|
+23,376
|
+3%
|
|
|
3
|
Capital Advantage
Walnut Creek,
California
|
$17.3M
|
-$4.1M
|
-184,366
|
-19%
|
|
|
4
|
|
$16.7M
|
+$1.36M
|
+61,400
|
+9%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$15.8M
|
+$15.9M
|
+716,274
|
New
|
|
|
6
|
Evanston Advisors
Schaumburg,
Illinois
|
$13.6M
|
-$94.1K
|
-4,237
|
-0.7%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$9.02M
|
-$3.24M
|
-145,709
|
-26%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$8.29M
|
+$2.13M
|
+95,941
|
+34%
|
|
|
9
|
WBI Investments
Red Bank,
New Jersey
|
$7.57M
|
+$308K
|
+13,866
|
+4%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.53M
|
+$1.57M
|
+70,896
|
+26%
|
|
|
11
|
Courier Capital
Buffalo,
New York
|
$7.51M
|
+$247K
|
+11,108
|
+3%
|
|
|
12
|
Linscomb Wealth
Houston,
Texas
|
$7.42M
|
+$404K
|
+18,204
|
+6%
|
|
|
13
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$6.6M
|
+$6.64M
|
+298,740
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$6.02M
|
-$138K
|
-6,209
|
-2%
|
|
|
15
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$5.33M
|
-$11.9K
|
-534
|
-0.2%
|
|
|
16
|
Atwood & Palmer
Kansas City,
Missouri
|
$5.12M
|
-$297K
|
-13,355
|
-5%
|
|
|
17
|
Bluefin Capital Management
New York
|
$4.88M
|
+$4.9M
|
+220,694
|
New
|
|
|
18
|
Ironwood Financial
Tucson,
Arizona
|
$4.52M
|
+$4.54M
|
+204,289
|
New
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$3.9M
|
-$27.7K
|
-1,248
|
-0.7%
|
|
|
20
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.6M
|
+$18.3K
|
+823
|
+0.5%
|
|
|
21
|
Reinhart Partners
Mequon,
Wisconsin
|
$3.54M
|
+$1.53M
|
+68,950
|
+76%
|
|
|
22
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.51M
|
+$19.3K
|
+867
|
+0.5%
|
|
|
23
|
Raub Brock Capital Management
Larkspur,
California
|
$3.44M
|
+$147K
|
+6,610
|
+4%
|
|
|
24
|
Park National Corp
Newark,
Ohio
|
$3.12M
|
+$96.1K
|
+4,328
|
+3%
|
|
|
25
|
Buffington Mohr McNeal
Boise,
Idaho
|
$2.94M
|
-$37.9K
|
-1,706
|
-1%
|
|
