|
1
|
|
$52.6M
|
+$378K
|
+7,122
|
+0.7%
|
|
|
2
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$26.2M
|
+$571K
|
+10,764
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$17M
|
-$838K
|
-15,797
|
-5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$13.5M
|
+$1.83M
|
+34,552
|
+16%
|
|
|
5
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$10.2M
|
-$165K
|
-3,111
|
-2%
|
|
|
6
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$6.97M
|
+$1.86M
|
+35,105
|
+38%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.18M
|
+$5.62M
|
+106,046
|
+1,418%
|
|
|
8
|
|
$5.8M
|
-$315K
|
-5,939
|
-5%
|
|
|
9
|
Veritable
Wilmington,
Delaware
|
$5.57M
|
+$251K
|
+4,740
|
+5%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.22M
|
+$8.54K
|
+161
|
+0.2%
|
|
|
11
|
|
$4.54M
|
-$621K
|
-11,716
|
-12%
|
|
|
12
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$3.23M
|
-$20.2K
|
-380
|
-0.6%
|
|
|
13
|
Courier Capital
Buffalo,
New York
|
$2.56M
|
-$9.23K
|
-174
|
-0.4%
|
|
|
14
|
|
$2.54M
|
-$805K
|
-15,185
|
-25%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.06M
|
+$65.1K
|
+1,227
|
+3%
|
|
|
16
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.95M
|
-$201K
|
-3,785
|
-10%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.86M
|
+$32.2K
|
+608
|
+2%
|
|
|
18
|
Morningstar Investment Services
Chicago,
Illinois
|
$1.68M
|
+$332K
|
+6,263
|
+25%
|
|
|
19
|
New England Securities
New York
|
$1.51M
|
+$1.4M
|
+26,446
|
+2,186%
|
|
|
20
|
Tower Trust
Fort Wayne,
Indiana
|
$1M
|
-$76.8K
|
-1,448
|
-7%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$956K
|
+$365K
|
+6,882
|
+64%
|
|
|
22
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$934K
|
–
|
–
|
–
|
|
|
23
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$862K
|
+$796
|
+15
|
+0.1%
|
|
|
24
|
Gerald L. Ray & Associates
Dallas,
Texas
|
$723K
|
-$5.3K
|
-100
|
-0.7%
|
|
|
25
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$706K
|
+$9.07K
|
+171
|
+1%
|
|
