|
1
|
Bank of America
Charlotte,
North Carolina
|
$186M
|
+$104M
|
+1,721,544
|
+131%
|
|
|
2
|
Richard Bernstein Advisors
New York
|
$89.4M
|
+$6.26M
|
+103,521
|
+8%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$86.1M
|
-$10.8M
|
-179,502
|
-11%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$81.3M
|
+$1.36M
|
+22,453
|
+2%
|
|
|
5
|
Aviance Capital Management
Sarasota,
Florida
|
$68.8M
|
+$67.9M
|
+1,124,203
|
New
|
|
|
6
|
|
$50.2M
|
-$6.99M
|
-115,630
|
-12%
|
|
|
7
|
Private Ocean
San Rafael,
California
|
$30.5M
|
-$191K
|
-3,164
|
-0.6%
|
|
|
8
|
Grimes & Company
Westborough,
Massachusetts
|
$20.3M
|
+$20.1M
|
+332,525
|
New
|
|
|
9
|
Guggenheim Capital
Chicago,
Illinois
|
$17.2M
|
+$394K
|
+6,522
|
+2%
|
|
|
10
|
SEI Investments
Oaks,
Pennsylvania
|
$15M
|
-$4.34M
|
-71,899
|
-23%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$13.4M
|
-$939K
|
-15,539
|
-7%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.7M
|
+$1.47M
|
+24,372
|
+15%
|
|
|
13
|
BlackRock Advisors
Wilmington,
Delaware
|
$9.17M
|
–
|
–
|
–
|
|
|
14
|
|
$7.38M
|
-$46.4K
|
-768
|
-0.6%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.66M
|
+$5.59M
|
+92,483
|
New
|
|
|
16
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$5.15M
|
-$1.43M
|
-23,590
|
-22%
|
|
|
17
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$5.14M
|
+$52.5K
|
+869
|
+1%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$5M
|
+$112K
|
+1,854
|
+2%
|
|
|
19
|
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
|
$3.94M
|
+$530K
|
+8,767
|
+16%
|
|
|
20
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$3.57M
|
–
|
–
|
–
|
|
|
21
|
City National Bank
Beverly Hills,
Delaware
|
$3.32M
|
+$472K
|
+7,817
|
+17%
|
|
|
22
|
Oppenheimer & Co
New York
|
$3.23M
|
+$143K
|
+2,368
|
+5%
|
|
|
23
|
Credit Suisse
Zurich,
Switzerland
|
$3.01M
|
-$133K
|
-2,208
|
-4%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.89M
|
-$13.6M
|
-224,758
|
-83%
|
|
|
25
|
Natixis Advisors
Boston,
Massachusetts
|
$2.81M
|
-$31.7K
|
-525
|
-1%
|
|
