|
1
|
Wells Fargo
San Francisco,
California
|
$66.8M
|
+$12.8M
|
+536,307
|
+22%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$34M
|
+$4.55M
|
+190,819
|
+15%
|
|
|
3
|
|
$29.8M
|
+$3.2M
|
+133,951
|
+11%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$25.9M
|
-$4.63M
|
-194,209
|
-15%
|
|
|
5
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$11.1M
|
-$903K
|
-37,819
|
-7%
|
|
|
6
|
Rockefeller Capital Management
New York
|
$9.5M
|
+$327K
|
+13,700
|
+3%
|
|
|
7
|
Mackay Shields LLC
New York
|
$9.38M
|
+$5.87M
|
+245,995
|
+147%
|
|
|
8
|
WealthBridge Capital Management
Westerville,
Ohio
|
$8.52M
|
+$2.59M
|
+108,596
|
+41%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$7.75M
|
+$689K
|
+28,872
|
+9%
|
|
|
10
|
VanEck Associates
New York
|
$6.95M
|
-$1.37M
|
-57,527
|
-16%
|
|
|
11
|
Narwhal Capital Management
Marietta,
Georgia
|
$6.52M
|
+$53.3K
|
+2,233
|
+0.8%
|
|
|
12
|
Parametric Portfolio Associates
Seattle,
Washington
|
$4M
|
+$635K
|
+26,619
|
+18%
|
|
|
13
|
|
$3.91M
|
+$2.47M
|
+103,298
|
+149%
|
|
|
14
|
Veritable
Wilmington,
Delaware
|
$3.79M
|
+$2.39K
|
+100
|
+0.1%
|
|
|
15
|
|
$3.31M
|
+$3.47M
|
+145,320
|
New
|
|
|
16
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$2.94M
|
-$71.6K
|
-3,000
|
-2%
|
|
|
17
|
First Foundation Advisors
Irvine,
California
|
$2.87M
|
+$67.7K
|
+2,835
|
+2%
|
|
|
18
|
|
$2.76M
|
+$541K
|
+22,665
|
+23%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.55M
|
+$398K
|
+16,679
|
+17%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.43M
|
+$121K
|
+5,075
|
+5%
|
|
|
21
|
Relative Value Partners Group
|
$2.06M
|
+$2.17M
|
+90,747
|
New
|
|
|
22
|
Indie Asset Partners
Carmel,
Indiana
|
$2.04M
|
+$1.59M
|
+66,757
|
+287%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$2.01M
|
-$47.6K
|
-1,996
|
-2%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.99M
|
+$41.6K
|
+1,742
|
+2%
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
$1.83M
|
+$262K
|
+10,964
|
+16%
|
|
