|
1
|
Bank of America
Charlotte,
North Carolina
|
$776M
|
-$28.1M
|
-603,942
|
-4%
|
|
|
2
|
Caprin Asset Management
Henrico,
Virginia
|
$43.2M
|
-$1.15M
|
-24,725
|
-3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$37M
|
-$11.2M
|
-239,459
|
-24%
|
|
|
4
|
|
$25.5M
|
+$1.9M
|
+40,704
|
+8%
|
|
|
5
|
Oppenheimer Asset Management
New York
|
$25M
|
+$126K
|
+2,697
|
+0.5%
|
|
|
6
|
BB&T Securities
Richmond,
Virginia
|
$17.8M
|
+$26.9K
|
+577
|
+0.2%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17.3M
|
+$16.9M
|
+363,905
|
+23,676%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$16.2M
|
-$3.83M
|
-82,221
|
-19%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$11.9M
|
+$1.39M
|
+29,761
|
+14%
|
|
|
10
|
CX Institutional
Auburn,
Indiana
|
$10.3M
|
+$5.93M
|
+127,238
|
+140%
|
|
|
11
|
American Economic Planning Group
Warren,
New Jersey
|
$10.2M
|
+$10M
|
+214,701
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$9.85M
|
-$266K
|
-5,703
|
-3%
|
|
|
13
|
AJ Wealth Strategies
New York
|
$9.47M
|
+$2.51M
|
+53,792
|
+37%
|
|
|
14
|
|
$8.94M
|
+$4.35M
|
+93,511
|
+99%
|
|
|
15
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$8.56M
|
-$47
|
-1
|
-0%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.27M
|
+$8.11M
|
+174,198
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.85M
|
-$3.22M
|
-69,174
|
-29%
|
|
|
18
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$7.54M
|
+$6.05M
|
+129,967
|
+450%
|
|
|
19
|
Atria Investments
Charlotte,
North Carolina
|
$7.36M
|
+$6.9M
|
+148,092
|
+2,120%
|
|
|
20
|
Vicus Capital
State College,
Pennsylvania
|
$6.04M
|
+$236K
|
+5,059
|
+4%
|
|
|
21
|
Condor Capital Management
Martinsville,
New Jersey
|
$5.99M
|
+$5.88M
|
+126,239
|
New
|
|
|
22
|
|
$5.8M
|
+$4.79M
|
+102,925
|
+535%
|
|
|
23
|
Cardan Capital Partners
Denver,
Colorado
|
$5.5M
|
+$268K
|
+5,756
|
+5%
|
|
|
24
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$5.49M
|
+$3.99M
|
+85,626
|
+285%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$5M
|
-$95.2K
|
-2,045
|
-2%
|
|
