|
1
|
|
$60.7M
|
+$1.32M
|
+58,161
|
+2%
|
|
|
2
|
|
$34M
|
+$892K
|
+39,411
|
+3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$30M
|
+$725K
|
+32,031
|
+3%
|
|
|
4
|
BBVA USA Bancshares
Houston,
Texas
|
$25.4M
|
+$680K
|
+30,027
|
+3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$24.9M
|
-$5.32M
|
-234,918
|
-18%
|
|
|
6
|
Palladium Partners
Norfolk,
Virginia
|
$17.6M
|
+$134K
|
+5,925
|
+0.8%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$15.5M
|
-$3.38M
|
-149,553
|
-18%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.2M
|
+$775K
|
+34,260
|
+6%
|
|
|
9
|
Valentine Capital Asset Management
Danville,
California
|
$11.1M
|
+$2.89M
|
+127,770
|
+37%
|
|
|
10
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$8.16M
|
-$1.05M
|
-46,200
|
-12%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$7.42M
|
+$1.73M
|
+76,392
|
+32%
|
|
|
12
|
Cranberry Lake Advisors
Houston,
Texas
|
$7.14M
|
+$67.9K
|
+3,000
|
+1%
|
|
|
13
|
|
$6.48M
|
+$5.57M
|
+245,910
|
+772%
|
|
|
14
|
Placemark Investments
Chicago,
Illinois
|
$6.18M
|
+$1.94M
|
+85,707
|
+48%
|
|
|
15
|
SVA Wealth Management
Madison,
Wisconsin
|
$6.02M
|
+$471K
|
+20,817
|
+9%
|
|
|
16
|
Spinnaker Trust
Portland,
Maine
|
$5.65M
|
+$190K
|
+8,406
|
+4%
|
|
|
17
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$4.97M
|
-$4.92M
|
-217,425
|
-51%
|
|
|
18
|
Opus Capital Group
Cincinnati,
Ohio
|
$4.77M
|
+$4.28M
|
+189,042
|
+1,220%
|
|
|
19
|
Parsec Financial Management
Asheville,
North Carolina
|
$4.64M
|
-$235K
|
-10,392
|
-5%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.62M
|
-$442K
|
-19,539
|
-9%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.96M
|
+$342K
|
+15,099
|
+10%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.96M
|
+$3.63M
|
+160,419
|
+1,782%
|
|
|
23
|
Baird
Milwaukee,
Wisconsin
|
$3.93M
|
+$44.1K
|
+1,950
|
+1%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$3.45M
|
-$413K
|
-18,228
|
-11%
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$3.4M
|
-$456K
|
-20,136
|
-12%
|
|
