|
1
|
HighTower Advisors
Chicago,
Illinois
|
$7.47M
|
-$248K
|
-5,648
|
-3%
|
|
|
2
|
Marotta Asset Management
Charlottesville,
Virginia
|
$6.3M
|
+$6.23M
|
+141,847
|
New
|
|
|
3
|
MML Investors Services
Springfield,
Massachusetts
|
$3.26M
|
+$3.09M
|
+70,238
|
New
|
|
|
4
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$3.07M
|
+$71.5K
|
+1,628
|
+3%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$2.91M
|
-$211K
|
-4,791
|
-7%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.62M
|
+$2.48M
|
+56,414
|
New
|
|
|
7
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$2.5M
|
+$1.13M
|
+25,629
|
+90%
|
|
|
8
|
Equitable Holdings
New York
|
$1.71M
|
+$1.62M
|
+36,900
|
New
|
|
|
9
|
TD Asset Management
Toronto,
Ontario, Canada
|
$1.58M
|
+$66.5K
|
+1,513
|
+4%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.45M
|
+$550K
|
+12,525
|
+67%
|
|
|
11
|
Global Endowment Management
Charlotte,
North Carolina
|
$1.36M
|
+$189K
|
+4,300
|
+17%
|
|
|
12
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$1.07M
|
-$13.2K
|
-300
|
-1%
|
|
|
13
|
JBF Capital
Aspen,
Colorado
|
$900K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$705K
|
-$38.5K
|
-876
|
-5%
|
|
|
15
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$598K
|
–
|
–
|
–
|
|
|
16
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$371K
|
–
|
–
|
–
|
|
|
17
|
James Investment Research
Alpha,
Ohio
|
$316K
|
–
|
–
|
–
|
|
|
18
|
|
$297K
|
+$281K
|
+6,401
|
New
|
|
|
19
|
|
$283K
|
-$26.6K
|
-606
|
-9%
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
$279K
|
+$264K
|
+6,015
|
New
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$254K
|
+$3.21K
|
+73
|
+1%
|
|
|
22
|
HSBC Holdings
London,
United Kingdom
|
$213K
|
+$202K
|
+4,600
|
New
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$203K
|
-$11.1K
|
-252
|
-5%
|
|
|
24
|
Hartford Financial Management
Hartford,
Connecticut
|
$88K
|
–
|
–
|
–
|
|
|
25
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$46K
|
–
|
–
|
–
|
|
