|
1
|
Bank of America
Charlotte,
North Carolina
|
$65.2M
|
+$15M
|
+116,028
|
+28%
|
|
|
2
|
|
$12.6M
|
+$1.47M
|
+11,331
|
+12%
|
|
|
3
|
Advisors Asset Management
Monument,
Colorado
|
$11.9M
|
-$1.72M
|
-13,231
|
-12%
|
|
|
4
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$9.46M
|
+$128K
|
+989
|
+1%
|
|
|
5
|
|
$5.02M
|
+$350K
|
+2,701
|
+7%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$3.31M
|
-$70.4K
|
-543
|
-2%
|
|
|
7
|
Guild Investment Management
Los Angeles,
California
|
$3.09M
|
+$3.26M
|
+25,098
|
New
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$2.75M
|
+$75.9K
|
+585
|
+3%
|
|
|
9
|
Stifel Nicolaus & Co
St Louis,
Missouri
|
$2.02M
|
-$111K
|
-856
|
-5%
|
|
|
10
|
Optimum Investment Advisors
Chicago,
Illinois
|
$1.76M
|
+$1.86M
|
+14,302
|
New
|
|
|
11
|
ParenteBeard Wealth Management
York,
Pennsylvania
|
$1.74M
|
–
|
–
|
–
|
|
|
12
|
NTV Asset Management
Charleston,
West Virginia
|
$1.55M
|
+$16.2K
|
+125
|
+1%
|
|
|
13
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$1.5M
|
–
|
–
|
–
|
|
|
14
|
IMA Advisory Services
Denver,
Colorado
|
$1.31M
|
+$89.5K
|
+690
|
+7%
|
|
|
15
|
|
$1.15M
|
-$374K
|
-2,887
|
-24%
|
|
|
16
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$1.15M
|
+$7.78K
|
+60
|
+0.6%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.14M
|
-$169K
|
-1,300
|
-12%
|
|
|
18
|
Baird
Milwaukee,
Wisconsin
|
$910K
|
+$959K
|
+7,393
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$900K
|
+$51.8K
|
+399
|
+6%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$871K
|
-$205K
|
-1,577
|
-18%
|
|
|
21
|
Oppenheimer & Co
New York
|
$840K
|
–
|
–
|
–
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$672K
|
-$55.3K
|
-426
|
-7%
|
|
|
23
|
WMS Partners
Towson,
Maryland
|
$609K
|
–
|
–
|
–
|
|
|
24
|
Bard Associates
Chicago,
Illinois
|
$418K
|
–
|
–
|
–
|
|
|
25
|
Bank of New York Mellon
New York
|
$330K
|
+$149K
|
+1,145
|
+75%
|
|
