|
1
|
|
$55.2M
|
+$1.83M
|
+33,382
|
+3%
|
|
|
2
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$27.2M
|
+$575K
|
+10,478
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$21M
|
+$4.52M
|
+82,464
|
+26%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$13M
|
+$352K
|
+6,426
|
+3%
|
|
|
5
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$10.5M
|
+$1.32M
|
+24,037
|
+14%
|
|
|
6
|
|
$6.38M
|
+$12K
|
+219
|
+0.2%
|
|
|
7
|
Veritable
Wilmington,
Delaware
|
$6.02M
|
+$134K
|
+2,437
|
+2%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.45M
|
-$524K
|
-9,547
|
-10%
|
|
|
9
|
Placemark Investments
Chicago,
Illinois
|
$4.39M
|
+$74.4K
|
+1,356
|
+2%
|
|
|
10
|
|
$4.36M
|
-$210K
|
-3,832
|
-4%
|
|
|
11
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$3.19M
|
-$225K
|
-4,110
|
-6%
|
|
|
12
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$3.02M
|
-$17.8K
|
-325
|
-0.6%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.91M
|
+$1.03M
|
+18,852
|
+51%
|
|
|
14
|
Courier Capital
Buffalo,
New York
|
$2.81M
|
+$95.6K
|
+1,744
|
+3%
|
|
|
15
|
Excelsia Inc
Savannah,
Georgia
|
$2.06M
|
+$2.16M
|
+39,396
|
New
|
|
|
16
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$1.74M
|
+$32K
|
+584
|
+2%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.27M
|
+$370K
|
+6,755
|
+39%
|
|
|
18
|
GW & Wade
Wellesley,
Massachusetts
|
$1.12M
|
-$414K
|
-7,545
|
-26%
|
|
|
19
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$896K
|
–
|
–
|
–
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$866K
|
-$47.8K
|
-871
|
-5%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$852K
|
-$219K
|
-3,993
|
-20%
|
|
|
22
|
Old National Bancorp
Evansville,
Indiana
|
$829K
|
-$35.5K
|
-648
|
-4%
|
|
|
23
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$814K
|
+$89.9K
|
+1,640
|
+12%
|
|
|
24
|
Argent Trust Company
Ruston,
Louisiana
|
$706K
|
–
|
–
|
–
|
|
|
25
|
Gerald L. Ray & Associates
Dallas,
Texas
|
$611K
|
-$54.8K
|
-1,000
|
-8%
|
|
