|
1
|
|
$57.2M
|
+$1.27M
|
+22,653
|
+2%
|
|
|
2
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$28.6M
|
+$898K
|
+16,074
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$17.9M
|
-$3.03M
|
-54,189
|
-14%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$13.6M
|
+$518K
|
+9,276
|
+4%
|
|
|
5
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$9.87M
|
+$850K
|
+15,214
|
+9%
|
|
|
6
|
|
$6.83M
|
+$2.16M
|
+38,635
|
+46%
|
|
|
7
|
Veritable
Wilmington,
Delaware
|
$6.32M
|
+$198K
|
+3,540
|
+3%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.3M
|
+$16K
|
+287
|
+0.3%
|
|
|
9
|
|
$4.94M
|
-$970K
|
-17,373
|
-16%
|
|
|
10
|
Placemark Investments
Chicago,
Illinois
|
$4.62M
|
+$521K
|
+9,335
|
+13%
|
|
|
11
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$3.64M
|
-$122K
|
-2,191
|
-3%
|
|
|
12
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$3.25M
|
-$74.9K
|
-1,340
|
-2%
|
|
|
13
|
Courier Capital
Buffalo,
New York
|
$2.91M
|
+$45.9K
|
+821
|
+2%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.06M
|
–
|
–
|
–
|
|
|
15
|
New England Securities
New York
|
$2.02M
|
+$110K
|
+1,969
|
+6%
|
|
|
16
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$1.83M
|
+$1.83M
|
+32,693
|
New
|
|
|
17
|
GW & Wade
Wellesley,
Massachusetts
|
$1.62M
|
+$957K
|
+17,133
|
+145%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.15M
|
-$936K
|
-16,760
|
-45%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$982K
|
+$683K
|
+12,232
|
+231%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$977K
|
-$19.7K
|
-353
|
-2%
|
|
|
21
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$960K
|
–
|
–
|
–
|
|
|
22
|
Old National Bancorp
Evansville,
Indiana
|
$925K
|
+$923K
|
+16,520
|
New
|
|
|
23
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$780K
|
+$46.7K
|
+836
|
+6%
|
|
|
24
|
Argent Trust Company
Ruston,
Louisiana
|
$756K
|
+$754K
|
+13,500
|
New
|
|
|
25
|
Gerald L. Ray & Associates
Dallas,
Texas
|
$710K
|
-$33.5K
|
-600
|
-5%
|
|
