|
1
|
|
$38.2M
|
+$3.7M
|
+79,754
|
+11%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$20.6M
|
+$1.61M
|
+34,650
|
+9%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$16.9M
|
-$1.42M
|
-30,596
|
-8%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.4M
|
+$6.05M
|
+130,291
|
+60%
|
|
|
5
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$16.1M
|
+$3.63M
|
+78,207
|
+30%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
$14M
|
-$189K
|
-4,071
|
-1%
|
|
|
7
|
Parsec Financial Management
Asheville,
North Carolina
|
$12.6M
|
+$1.75M
|
+37,707
|
+16%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$11.6M
|
+$107K
|
+2,304
|
+0.9%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.2M
|
+$628K
|
+13,523
|
+8%
|
|
|
10
|
Stringer Asset Management
Memphis,
Tennessee
|
$7.81M
|
+$2.26M
|
+48,769
|
+42%
|
|
|
11
|
|
$6.38M
|
+$4.96M
|
+106,700
|
+371%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.02M
|
+$1.71M
|
+36,723
|
+53%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.54M
|
+$1.14M
|
+24,487
|
+34%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.52M
|
-$1.62M
|
-34,937
|
-27%
|
|
|
15
|
Courier Capital
Buffalo,
New York
|
$3.91M
|
+$429K
|
+9,229
|
+13%
|
|
|
16
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$3.88M
|
+$1.29M
|
+27,828
|
+51%
|
|
|
17
|
|
$3.83M
|
-$19K
|
-409
|
-0.5%
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
$3.34M
|
+$3.02M
|
+64,953
|
+1,097%
|
|
|
19
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$3.31M
|
+$114K
|
+2,455
|
+4%
|
|
|
20
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$2.77M
|
-$121K
|
-2,600
|
-4%
|
|
|
21
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$2.71M
|
-$66.6K
|
-1,435
|
-2%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.68M
|
-$57.4K
|
-1,235
|
-2%
|
|
|
23
|
|
$2.44M
|
+$1.05M
|
+22,587
|
+77%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.37M
|
+$1.09M
|
+23,396
|
+87%
|
|
|
25
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$2.25M
|
–
|
–
|
–
|
|
