|
1
|
|
$32.7M
|
-$1.39M
|
-30,144
|
-4%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$18M
|
+$1.92M
|
+41,775
|
+12%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$17.4M
|
-$1.4M
|
-30,409
|
-7%
|
|
|
4
|
Mission Wealth Management
Santa Barbara,
California
|
$13.5M
|
-$1.95M
|
-42,367
|
-12%
|
|
|
5
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$11.8M
|
+$2.38M
|
+51,699
|
+24%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$11M
|
+$248K
|
+5,403
|
+2%
|
|
|
7
|
Parsec Financial Management
Asheville,
North Carolina
|
$10.3M
|
+$1.02M
|
+22,287
|
+11%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.78M
|
+$216K
|
+4,705
|
+2%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.19M
|
+$153K
|
+3,319
|
+2%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.86M
|
-$35.2K
|
-765
|
-0.6%
|
|
|
11
|
Stringer Asset Management
Memphis,
Tennessee
|
$5.24M
|
-$626K
|
-13,625
|
-10%
|
|
|
12
|
|
$3.66M
|
-$4.75M
|
-103,421
|
-56%
|
|
|
13
|
Courier Capital
Buffalo,
New York
|
$3.3M
|
+$138K
|
+3,012
|
+4%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.22M
|
+$1.64M
|
+35,768
|
+99%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.13M
|
-$462K
|
-10,063
|
-13%
|
|
|
16
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$3.03M
|
+$329K
|
+7,160
|
+12%
|
|
|
17
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$2.75M
|
-$37.7K
|
-820
|
-1%
|
|
|
18
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$2.64M
|
-$33.5K
|
-730
|
-1%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.6M
|
+$19.6K
|
+427
|
+0.7%
|
|
|
20
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$2.45M
|
+$767K
|
+16,685
|
+44%
|
|
|
21
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$2.38M
|
-$9.58M
|
-208,469
|
-80%
|
|
|
22
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$2.14M
|
–
|
–
|
–
|
|
|
23
|
Veritable
Wilmington,
Delaware
|
$1.57M
|
-$311K
|
-6,760
|
-16%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.42M
|
-$674K
|
-14,670
|
-32%
|
|
|
25
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$1.39M
|
+$249K
|
+5,421
|
+21%
|
|
