|
1
|
Wells Fargo
San Francisco,
California
|
$58.2M
|
+$1.04M
|
+43,277
|
+2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$32.3M
|
-$310K
|
-12,936
|
-1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$31.6M
|
-$1.32M
|
-55,335
|
-4%
|
|
|
4
|
|
$28.6M
|
+$83.5K
|
+3,488
|
+0.3%
|
|
|
5
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$12.8M
|
+$60.9K
|
+2,544
|
+0.5%
|
|
|
6
|
Rockefeller Capital Management
New York
|
$9.8M
|
+$9.7M
|
+405,300
|
New
|
|
|
7
|
VanEck Associates
New York
|
$8.8M
|
+$488K
|
+20,406
|
+6%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$7.57M
|
+$2.32M
|
+97,064
|
+45%
|
|
|
9
|
Narwhal Capital Management
Marietta,
Georgia
|
$6.9M
|
+$74K
|
+3,094
|
+1%
|
|
|
10
|
WealthBridge Capital Management
Westerville,
Ohio
|
$6.46M
|
+$664K
|
+27,763
|
+12%
|
|
|
11
|
Mackay Shields LLC
New York
|
$4.06M
|
–
|
–
|
–
|
|
|
12
|
Veritable
Wilmington,
Delaware
|
$4.04M
|
+$2.44K
|
+102
|
+0.1%
|
|
|
13
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$3.8M
|
+$222K
|
+9,262
|
+6%
|
|
|
14
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$3.7M
|
+$32.6K
|
+1,363
|
+0.9%
|
|
|
15
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.62M
|
+$746K
|
+31,181
|
+26%
|
|
|
16
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$3.21M
|
–
|
–
|
–
|
|
|
17
|
First Foundation Advisors
Irvine,
California
|
$2.99M
|
+$288K
|
+12,033
|
+11%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.47M
|
-$67.5K
|
-2,821
|
-3%
|
|
|
19
|
|
$2.4M
|
-$156K
|
-6,503
|
-6%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.31M
|
-$39.7K
|
-1,661
|
-2%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$2.2M
|
-$299K
|
-12,486
|
-12%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.08M
|
+$93.2K
|
+3,895
|
+5%
|
|
|
23
|
Level Four Advisory Services
Dallas,
Texas
|
$2.04M
|
–
|
–
|
–
|
|
|
24
|
6 Meridian
Wichita,
Kansas
|
$1.7M
|
+$72.3K
|
+3,022
|
+4%
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
$1.69M
|
+$76.1K
|
+3,179
|
+5%
|
|
