|
1
|
Bank of America
Charlotte,
North Carolina
|
$52.3M
|
-$70.8K
|
-716
|
-0.1%
|
|
|
2
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$7.07M
|
+$457K
|
+4,625
|
+5%
|
|
|
3
|
|
$6.62M
|
-$535K
|
-5,409
|
-6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$5.24M
|
+$1.16M
|
+11,739
|
+21%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$4.72M
|
-$113K
|
-1,145
|
-2%
|
|
|
6
|
|
$4.71M
|
+$755K
|
+7,636
|
+15%
|
|
|
7
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$3.82M
|
–
|
–
|
–
|
|
|
8
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$2.42M
|
+$3.06M
|
+30,906
|
New
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$1.71M
|
+$45.6K
|
+461
|
+2%
|
|
|
10
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.69M
|
-$187K
|
-1,891
|
-8%
|
|
|
11
|
IMA Advisory Services
Denver,
Colorado
|
$1.66M
|
-$53.8K
|
-544
|
-2%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$1.56M
|
-$77.8K
|
-787
|
-4%
|
|
|
13
|
Optimum Investment Advisors
Chicago,
Illinois
|
$1.11M
|
+$1.4M
|
+14,149
|
New
|
|
|
14
|
NTV Asset Management
Charleston,
West Virginia
|
$1.06M
|
-$19.1K
|
-193
|
-1%
|
|
|
15
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$958K
|
–
|
–
|
–
|
|
|
16
|
Domani Wealth
Lancaster,
Pennsylvania
|
$796K
|
–
|
–
|
–
|
|
|
17
|
LPL Financial
San Diego,
California
|
$630K
|
-$33.5K
|
-339
|
-4%
|
|
|
18
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$625K
|
–
|
–
|
–
|
|
|
19
|
Oppenheimer & Co
New York
|
$534K
|
+$36.3K
|
+367
|
+6%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$514K
|
-$225K
|
-2,279
|
-26%
|
|
|
21
|
WMS Partners
Towson,
Maryland
|
$482K
|
-$157K
|
-1,585
|
-20%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$451K
|
-$106K
|
-1,075
|
-16%
|
|
|
23
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$395K
|
+$47.4K
|
+479
|
+10%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$343K
|
-$155K
|
-1,569
|
-26%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$326K
|
-$19.9K
|
-201
|
-5%
|
|
