|
1
|
|
$135M
|
-$6.31M
|
-127,764
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$67.8M
|
+$398K
|
+8,063
|
+0.6%
|
|
|
3
|
|
$66.1M
|
-$436K
|
-8,839
|
-0.7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$50.8M
|
-$1.51M
|
-30,528
|
-3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$30.2M
|
-$2.69M
|
-54,494
|
-8%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$26.2M
|
+$480K
|
+9,730
|
+2%
|
|
|
7
|
Bank of New York Mellon
New York
|
$23.2M
|
-$1.84M
|
-37,356
|
-7%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$22.5M
|
-$1.78K
|
-36
|
-0%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.1M
|
+$2.51M
|
+50,750
|
+13%
|
|
|
10
|
Boothe Investment Group
Dover,
Delaware
|
$21.4M
|
+$442K
|
+8,958
|
+2%
|
|
|
11
|
Rockefeller Capital Management
New York
|
$20.5M
|
+$17.3K
|
+350
|
+0.1%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$18.6M
|
-$272K
|
-5,518
|
-1%
|
|
|
13
|
Patten & Patten
Chattanooga,
Tennessee
|
$13.5M
|
+$834K
|
+16,888
|
+7%
|
|
|
14
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$11.1M
|
+$205K
|
+4,144
|
+2%
|
|
|
15
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$9.51M
|
+$45.7K
|
+925
|
+0.5%
|
|
|
16
|
Condor Capital Management
Martinsville,
New Jersey
|
$8.64M
|
+$110K
|
+2,230
|
+1%
|
|
|
17
|
Pathstone Holdings
Englewood,
New Jersey
|
$7.78M
|
–
|
–
|
–
|
|
|
18
|
Valley Wealth Managers
Paramus,
New Jersey
|
$7.55M
|
+$451K
|
+9,140
|
+6%
|
|
|
19
|
Conning Inc
Hartford,
Connecticut
|
$7.26M
|
–
|
–
|
–
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.35M
|
+$898K
|
+18,193
|
+17%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$5.77M
|
-$1.16M
|
-23,481
|
-17%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.51M
|
-$211K
|
-4,283
|
-4%
|
|
|
23
|
Sharper & Granite
El Segundo,
California
|
$5.45M
|
+$479K
|
+9,699
|
+10%
|
|
|
24
|
|
$5.16M
|
-$196K
|
-3,972
|
-4%
|
|
|
25
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.99M
|
-$134K
|
-2,712
|
-3%
|
|
