|
1
|
|
$49.6M
|
-$660K
|
-13,353
|
-1%
|
|
|
2
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$24.3M
|
+$652K
|
+13,179
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$16.9M
|
-$283K
|
-5,731
|
-2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$11.1M
|
+$1.58M
|
+31,948
|
+18%
|
|
|
5
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$9.84M
|
+$526K
|
+10,640
|
+6%
|
|
|
6
|
|
$5.81M
|
-$248K
|
-5,022
|
-4%
|
|
|
7
|
Veritable
Wilmington,
Delaware
|
$5.04M
|
-$349K
|
-7,063
|
-7%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.95M
|
+$130K
|
+2,623
|
+3%
|
|
|
9
|
|
$4.91M
|
-$1.17M
|
-23,605
|
-20%
|
|
|
10
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$4.8M
|
+$1.96M
|
+39,600
|
+74%
|
|
|
11
|
|
$3.2M
|
+$3.06M
|
+61,912
|
New
|
|
|
12
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$3.09M
|
+$2.95M
|
+59,744
|
New
|
|
|
13
|
Courier Capital
Buffalo,
New York
|
$2.44M
|
+$113K
|
+2,281
|
+5%
|
|
|
14
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$2.05M
|
-$94.2K
|
-1,905
|
-5%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.89M
|
–
|
–
|
–
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1.76M
|
-$12.6K
|
-255
|
-0.8%
|
|
|
17
|
Morningstar Investment Services
Chicago,
Illinois
|
$1.28M
|
+$307K
|
+6,209
|
+34%
|
|
|
18
|
Tower Trust
Fort Wayne,
Indiana
|
$1.03M
|
+$51.6K
|
+1,043
|
+6%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$964K
|
-$1.05M
|
-21,203
|
-94%
|
|
|
20
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$886K
|
-$134K
|
-2,714
|
-14%
|
|
|
21
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$818K
|
+$21.9K
|
+442
|
+3%
|
|
|
22
|
Virtu KCG Holdings
New York
|
$818K
|
+$782K
|
+15,815
|
New
|
|
|
23
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$702K
|
+$336K
|
+6,804
|
+100%
|
|
|
24
|
Gerald L. Ray & Associates
Dallas,
Texas
|
$692K
|
-$9.89K
|
-200
|
-1%
|
|
|
25
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$662K
|
+$9.3K
|
+188
|
+1%
|
|
