|
1
|
|
$47.5M
|
-$15.9M
|
-297,706
|
-24%
|
|
|
2
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$28.7M
|
+$966K
|
+18,043
|
+3%
|
|
|
3
|
Mission Wealth Management
Santa Barbara,
California
|
$26.7M
|
+$27.6M
|
+514,861
|
New
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$25.6M
|
+$19.2M
|
+357,669
|
+248%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$23.9M
|
+$2.16M
|
+40,374
|
+9%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$22.6M
|
+$7.55M
|
+141,052
|
+47%
|
|
|
7
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$15.6M
|
+$2.17M
|
+40,442
|
+15%
|
|
|
8
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$12.8M
|
+$78.3K
|
+1,462
|
+0.6%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.9M
|
+$4.48M
|
+83,609
|
+118%
|
|
|
10
|
Parsec Financial Management
Asheville,
North Carolina
|
$7.81M
|
+$6.97M
|
+130,113
|
+567%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.86M
|
-$34.1K
|
-637
|
-0.7%
|
|
|
12
|
Veritable
Wilmington,
Delaware
|
$4.85M
|
-$285K
|
-5,320
|
-5%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.61M
|
+$4.45M
|
+83,080
|
+1,138%
|
|
|
14
|
|
$4.12M
|
-$11K
|
-205
|
-0.3%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$3.67M
|
+$3.61M
|
+67,470
|
+1,544%
|
|
|
16
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$3.16M
|
+$257K
|
+4,804
|
+8%
|
|
|
17
|
Courier Capital
Buffalo,
New York
|
$3.04M
|
+$74K
|
+1,382
|
+2%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.96M
|
+$54
|
+1
|
+0%
|
|
|
19
|
Argent Trust Co
Nashville,
Tennessee
|
$1.67M
|
+$539K
|
+10,071
|
+45%
|
|
|
20
|
FDx Advisors
Chicago,
Illinois
|
$1.47M
|
+$1.54M
|
+28,716
|
New
|
|
|
21
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$1.46M
|
+$60.1K
|
+1,123
|
+4%
|
|
|
22
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$1.28M
|
+$155K
|
+2,889
|
+13%
|
|
|
23
|
|
$1.22M
|
-$1.86M
|
-34,790
|
-59%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$1.09M
|
+$664K
|
+12,395
|
+132%
|
|
|
25
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$930K
|
+$43.1K
|
+805
|
+5%
|
|
