|
1
|
|
$54.7M
|
+$1.78M
|
+33,140
|
+3%
|
|
|
2
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$27M
|
+$706K
|
+13,136
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$20.4M
|
+$3.36M
|
+62,447
|
+20%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$12.8M
|
-$796K
|
-14,816
|
-6%
|
|
|
5
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$10.1M
|
-$130K
|
-2,414
|
-1%
|
|
|
6
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$8.81M
|
+$1.78M
|
+33,053
|
+26%
|
|
|
7
|
Veritable
Wilmington,
Delaware
|
$5.97M
|
+$379K
|
+7,050
|
+7%
|
|
|
8
|
|
$5.78M
|
-$46.1K
|
-857
|
-0.8%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.16M
|
-$79.4K
|
-1,477
|
-2%
|
|
|
10
|
|
$4.55M
|
+$2.2K
|
+41
|
+0%
|
|
|
11
|
Placemark Investments
Chicago,
Illinois
|
$4M
|
+$3.94M
|
+73,224
|
New
|
|
|
12
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$3.68M
|
+$1.69M
|
+31,435
|
+88%
|
|
|
13
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$3.25M
|
–
|
–
|
–
|
|
|
14
|
Courier Capital
Buffalo,
New York
|
$2.79M
|
+$226K
|
+4,202
|
+9%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$2.04M
|
+$165K
|
+3,065
|
+9%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.01M
|
-$55.2K
|
-1,027
|
-3%
|
|
|
17
|
New England Securities
New York
|
$1.87M
|
+$348K
|
+6,482
|
+23%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.21M
|
+$724K
|
+13,469
|
+155%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$973K
|
+$12.6K
|
+235
|
+1%
|
|
|
20
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$937K
|
–
|
–
|
–
|
|
|
21
|
Tower Trust
Fort Wayne,
Indiana
|
$904K
|
-$103K
|
-1,910
|
-10%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$735K
|
-$5.38M
|
-100,093
|
-88%
|
|
|
23
|
Gerald L. Ray & Associates
Dallas,
Texas
|
$726K
|
–
|
–
|
–
|
|
|
24
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$716K
|
+$6.61K
|
+123
|
+0.9%
|
|
|
25
|
GW & Wade
Wellesley,
Massachusetts
|
$645K
|
-$6.99K
|
-130
|
-1%
|
|
