|
1
|
|
$12.4M
|
+$12.7M
|
+418,218
|
New
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$3.24M
|
+$3.31M
|
+109,001
|
New
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$2.66M
|
+$2.72M
|
+89,450
|
New
|
|
|
4
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$2.64M
|
+$2.7M
|
+88,891
|
New
|
|
|
5
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$2.26M
|
+$2.32M
|
+76,211
|
New
|
|
|
6
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$1.54M
|
+$1.52M
|
+49,934
|
New
|
|
|
7
|
|
$951K
|
+$956K
|
+31,440
|
New
|
|
|
8
|
Aurora Investment Counsel
Atlanta,
Georgia
|
$901K
|
+$292K
|
+9,596
|
+46%
|
|
|
9
|
D.A. Davidson & Co
Great Falls,
Montana
|
$677K
|
+$688K
|
+22,644
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$554K
|
+$566K
|
+18,632
|
New
|
|
|
11
|
Advisory Research
Chicago,
Illinois
|
$444K
|
+$456K
|
+15,000
|
New
|
|
|
12
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$277K
|
+$284K
|
+9,340
|
New
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$264K
|
+$270K
|
+8,867
|
New
|
|
|
14
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$238K
|
+$243K
|
+8,000
|
New
|
|
|
15
|
Roosevelt Investment Group
New York
|
$233K
|
+$239K
|
+7,855
|
New
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$215K
|
+$220K
|
+7,224
|
New
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$166K
|
+$169K
|
+5,565
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$124K
|
+$128K
|
+4,195
|
New
|
|
|
19
|
Evermay Wealth Management
Arlington,
Virginia
|
$41K
|
+$42.1K
|
+1,385
|
New
|
|
|
20
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$30K
|
+$30.4K
|
+1,000
|
New
|
|
|
21
|
William Blair & Company
Chicago,
Illinois
|
$21K
|
+$21.7K
|
+714
|
New
|
|
|
22
|
|
$15K
|
+$15.2K
|
+500
|
New
|
|
|
23
|
Nuveen
Charlotte,
North Carolina
|
$10K
|
–
|
–
|
–
|
|
|
24
|
EII Capital Management
New York
|
–
|
-$342K
|
-11,000
|
Closed
|
|
