|
1
|
|
$55M
|
-$1.42M
|
-62,688
|
-2%
|
|
|
2
|
|
$30M
|
-$1.6M
|
-70,311
|
-5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$29.6M
|
+$1.8M
|
+79,410
|
+6%
|
|
|
4
|
BBVA USA Bancshares
Houston,
Texas
|
$23.8M
|
+$226K
|
+9,936
|
+0.9%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$21.5M
|
-$1.62M
|
-71,274
|
-7%
|
|
|
6
|
Palladium Partners
Norfolk,
Virginia
|
$16.4M
|
+$23K
|
+1,011
|
+0.1%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.1M
|
+$4.02K
|
+177
|
+0%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$14M
|
-$285K
|
-12,558
|
-2%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$7.45M
|
+$604K
|
+26,589
|
+8%
|
|
|
10
|
Cranberry Lake Advisors
Houston,
Texas
|
$6.62M
|
–
|
–
|
–
|
|
|
11
|
Placemark Investments
Chicago,
Illinois
|
$6.19M
|
+$475K
|
+20,898
|
+8%
|
|
|
12
|
SVA Wealth Management
Madison,
Wisconsin
|
$5.88M
|
+$307K
|
+13,530
|
+5%
|
|
|
13
|
Spinnaker Trust
Portland,
Maine
|
$5.43M
|
+$202K
|
+8,889
|
+4%
|
|
|
14
|
Valentine Capital Asset Management
Danville,
California
|
$5.24M
|
-$5.28M
|
-232,230
|
-49%
|
|
|
15
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$4.59M
|
-$24.5K
|
-1,080
|
-0.5%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$4.53M
|
+$1.44M
|
+63,243
|
+43%
|
|
|
17
|
Opus Capital Group
Cincinnati,
Ohio
|
$4.51M
|
+$82.6K
|
+3,636
|
+2%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.24M
|
+$601K
|
+26,427
|
+16%
|
|
|
19
|
Parsec Financial Management
Asheville,
North Carolina
|
$4.19M
|
-$121K
|
-5,310
|
-3%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.93M
|
+$261K
|
+11,493
|
+7%
|
|
|
21
|
BB&T Securities
Richmond,
Virginia
|
$3.87M
|
+$406K
|
+17,877
|
New
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.61M
|
-$699K
|
-30,765
|
-16%
|
|
|
23
|
Evanson Asset Management
Carmel,
California
|
$3.04M
|
+$104K
|
+4,593
|
+3%
|
|
|
24
|
|
$3M
|
+$3.15M
|
+138,498
|
New
|
|
|
25
|
Guild Investment Management
Los Angeles,
California
|
$2.93M
|
+$3.08M
|
+135,450
|
New
|
|
