|
1
|
Bank of America
Charlotte,
North Carolina
|
$76.8M
|
+$2.26M
|
+17,719
|
+3%
|
|
|
2
|
|
$12.8M
|
-$762K
|
-5,971
|
-6%
|
|
|
3
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$10.8M
|
+$484K
|
+3,798
|
+5%
|
|
|
4
|
Advisors Asset Management
Monument,
Colorado
|
$9.09M
|
-$1.58M
|
-12,385
|
-15%
|
|
|
5
|
|
$8.33M
|
+$1.21M
|
+9,479
|
+17%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$5.25M
|
+$944K
|
+7,399
|
+22%
|
|
|
7
|
Guild Investment Management
Los Angeles,
California
|
$4.34M
|
-$146K
|
-1,142
|
-3%
|
|
|
8
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$3.55M
|
+$3.45M
|
+27,053
|
New
|
|
|
9
|
IMA Advisory Services
Denver,
Colorado
|
$3.07M
|
+$146K
|
+1,148
|
+5%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$2.85M
|
+$1.4K
|
+11
|
+0.1%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$2.35M
|
+$2.31M
|
+18,109
|
New
|
|
|
12
|
Optimum Investment Advisors
Chicago,
Illinois
|
$1.83M
|
-$68.9K
|
-540
|
-4%
|
|
|
13
|
NTV Asset Management
Charleston,
West Virginia
|
$1.78M
|
+$33.7K
|
+264
|
+2%
|
|
|
14
|
ParenteBeard Wealth Management
York,
Pennsylvania
|
$1.62M
|
–
|
–
|
–
|
|
|
15
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$1.58M
|
–
|
–
|
–
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1.48M
|
+$254K
|
+1,988
|
+21%
|
|
|
17
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$1.16M
|
-$12.8K
|
-100
|
-1%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.09M
|
+$73.6K
|
+577
|
+7%
|
|
|
19
|
WMS Partners
Towson,
Maryland
|
$1.05M
|
+$25.6K
|
+201
|
+3%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.04M
|
+$70.9K
|
+556
|
+7%
|
|
|
21
|
Oppenheimer & Co
New York
|
$858K
|
-$2.68K
|
-21
|
-0.3%
|
|
|
22
|
Baird
Milwaukee,
Wisconsin
|
$841K
|
-$51.7K
|
-405
|
-6%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$709K
|
–
|
–
|
–
|
|
|
24
|
|
$664K
|
-$253K
|
-1,980
|
-28%
|
|
|
25
|
Bard Associates
Chicago,
Illinois
|
$428K
|
–
|
–
|
–
|
|
