|
1
|
Bank of America
Charlotte,
North Carolina
|
$41.2M
|
+$32.1M
|
+1,126,196
|
+324%
|
|
|
2
|
Grimes & Company
Westborough,
Massachusetts
|
$25.5M
|
+$25.9M
|
+910,068
|
New
|
|
|
3
|
|
$24.2M
|
-$11.7M
|
-411,986
|
-32%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$21.3M
|
+$4.24M
|
+149,022
|
+24%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
$17.5M
|
+$8.72M
|
+306,210
|
+96%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$12.7M
|
+$1.92M
|
+67,552
|
+17%
|
|
|
7
|
Vigilant Capital Management
Portland,
Maine
|
$12M
|
+$204K
|
+7,180
|
+2%
|
|
|
8
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$9.21M
|
+$9.33M
|
+327,962
|
New
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$8.27M
|
+$4M
|
+140,442
|
+91%
|
|
|
10
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$6.43M
|
+$6.54M
|
+229,884
|
New
|
|
|
11
|
|
$6.36M
|
+$1.24M
|
+43,714
|
+24%
|
|
|
12
|
Cardan Capital Partners
Denver,
Colorado
|
$5.9M
|
+$6M
|
+210,676
|
New
|
|
|
13
|
BlackRock Advisors
Wilmington,
Delaware
|
$5.6M
|
–
|
–
|
–
|
|
|
14
|
Aviance Capital Management
Sarasota,
Florida
|
$5.35M
|
-$8.2M
|
-288,254
|
-60%
|
|
|
15
|
Empirical Wealth Management
Seattle,
Washington
|
$5.1M
|
-$1.38M
|
-48,338
|
-21%
|
|
|
16
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$5.05M
|
+$5.14M
|
+180,432
|
New
|
|
|
17
|
William Blair & Company
Chicago,
Illinois
|
$5.01M
|
-$827K
|
-29,060
|
-14%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$4.14M
|
+$359K
|
+12,626
|
+9%
|
|
|
19
|
Hudock Inc
Williamsport,
Pennsylvania
|
$4.04M
|
-$141K
|
-4,968
|
-3%
|
|
|
20
|
Private Ocean
San Rafael,
California
|
$2.98M
|
-$24.2K
|
-850
|
-0.8%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$2.87M
|
-$754K
|
-26,508
|
-21%
|
|
|
22
|
Coldstream Capital Management
Bellevue,
Washington
|
$2.85M
|
+$2.9M
|
+101,810
|
New
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.46M
|
-$161K
|
-5,672
|
-6%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.33M
|
-$19.3M
|
-676,352
|
-89%
|
|
|
25
|
Bouchey Financial Group
Troy,
New York
|
$2.32M
|
-$630K
|
-22,128
|
-21%
|
|
