|
1
|
Bank of America
Charlotte,
North Carolina
|
$807M
|
-$17.5M
|
-372,205
|
-2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$50.3M
|
-$4.51M
|
-96,012
|
-8%
|
|
|
3
|
Caprin Asset Management
Henrico,
Virginia
|
$42.7M
|
+$527K
|
+11,236
|
+1%
|
|
|
4
|
|
$24.4M
|
+$250K
|
+5,329
|
+1%
|
|
|
5
|
Oppenheimer Asset Management
New York
|
$23M
|
+$2.76M
|
+58,824
|
+14%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$19.8M
|
-$6.4M
|
-136,296
|
-25%
|
|
|
7
|
BB&T Securities
Richmond,
Virginia
|
$16.7M
|
+$497K
|
+10,582
|
+3%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.7M
|
-$768K
|
-16,374
|
-7%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$9.61M
|
+$79.8K
|
+1,701
|
+0.8%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$8.99M
|
-$135K
|
-2,881
|
-1%
|
|
|
11
|
Delta Dental Plan of Michigan
Okemos,
Michigan
|
$8.49M
|
–
|
–
|
–
|
|
|
12
|
AJ Wealth Strategies
New York
|
$6.32M
|
+$1.34M
|
+28,526
|
+27%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$5.82M
|
+$193K
|
+4,113
|
+3%
|
|
|
14
|
Vicus Capital
State College,
Pennsylvania
|
$5.49M
|
-$69.4K
|
-1,478
|
-1%
|
|
|
15
|
|
$5.39M
|
-$382K
|
-8,145
|
-7%
|
|
|
16
|
Cardan Capital Partners
Denver,
Colorado
|
$5.22M
|
+$214K
|
+4,568
|
+4%
|
|
|
17
|
CX Institutional
Auburn,
Indiana
|
$4.41M
|
+$4.39M
|
+93,480
|
New
|
|
|
18
|
Private Wealth Group
Tampa,
Florida
|
$4.35M
|
+$4.33M
|
+92,365
|
New
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.14M
|
+$200K
|
+4,260
|
+5%
|
|
|
20
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$3.86M
|
+$16.8K
|
+357
|
+0.4%
|
|
|
21
|
|
$3.36M
|
-$173K
|
-3,676
|
-5%
|
|
|
22
|
|
$3.32M
|
+$3.08M
|
+65,701
|
+1,387%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.07M
|
+$3.06M
|
+65,127
|
New
|
|
|
24
|
LGL Partners
Philadelphia,
Pennsylvania
|
$3.03M
|
+$57.6K
|
+1,228
|
+2%
|
|
|
25
|
Cerity Partners OCIO
New York
|
$2.76M
|
-$737K
|
-15,711
|
-21%
|
|
