|
1
|
|
$35.3M
|
-$2.29M
|
-49,589
|
-6%
|
|
|
2
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$21.8M
|
+$5.96M
|
+129,370
|
+38%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$19.6M
|
-$724K
|
-15,703
|
-4%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$19.1M
|
+$2.92M
|
+63,414
|
+18%
|
|
|
5
|
Parsec Financial Management
Asheville,
North Carolina
|
$16.5M
|
+$4.09M
|
+88,697
|
+33%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$14.6M
|
-$2.07M
|
-44,877
|
-12%
|
|
|
7
|
Mission Wealth Management
Santa Barbara,
California
|
$13.4M
|
-$411K
|
-8,924
|
-3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$9.57M
|
-$1.89M
|
-40,906
|
-17%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.8M
|
+$704K
|
+15,278
|
+9%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.14M
|
+$2.18M
|
+47,201
|
+44%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.38M
|
+$896K
|
+19,428
|
+20%
|
|
|
12
|
|
$3.77M
|
–
|
–
|
–
|
|
|
13
|
TMD & Associates
Scottsdale,
Arizona
|
$3.56M
|
+$2.74M
|
+59,485
|
+346%
|
|
|
14
|
|
$3.5M
|
+$1.09M
|
+23,669
|
+46%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.5M
|
+$1.16M
|
+25,071
|
+50%
|
|
|
16
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$3.34M
|
+$78.4K
|
+1,700
|
+2%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.24M
|
-$1.21M
|
-26,340
|
-27%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.07M
|
+$1.62M
|
+35,151
|
+113%
|
|
|
19
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$2.68M
|
-$51.9K
|
-1,125
|
-2%
|
|
|
20
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$2.57M
|
-$100K
|
-2,175
|
-4%
|
|
|
21
|
|
$2.54M
|
-$3.72M
|
-80,804
|
-60%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$2.25M
|
+$1.75M
|
+37,867
|
+358%
|
|
|
23
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$2.22M
|
–
|
–
|
–
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.06M
|
-$576K
|
-12,496
|
-22%
|
|
|
25
|
Courier Capital
Buffalo,
New York
|
$1.92M
|
-$1.92M
|
-41,597
|
-50%
|
|
