|
1
|
Veritable
Wilmington,
Delaware
|
$19.3M
|
-$1.13M
|
-18,155
|
-5%
|
|
|
2
|
|
$14.3M
|
-$956K
|
-15,402
|
-6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$14.3M
|
-$2.83M
|
-45,583
|
-16%
|
|
|
4
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$7.07M
|
+$1.04M
|
+16,752
|
+17%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$7.06M
|
-$172K
|
-2,778
|
-2%
|
|
|
6
|
Destination Wealth Management
Walnut Creek,
California
|
$6.78M
|
-$25.2K
|
-406
|
-0.4%
|
|
|
7
|
First Allied Asset Management
San Diego,
California
|
$6.43M
|
-$85.3K
|
-1,375
|
-1%
|
|
|
8
|
Glovista Investments
Jersey City,
New Jersey
|
$5.88M
|
+$5.95M
|
+95,965
|
New
|
|
|
9
|
Parsec Financial Management
Asheville,
North Carolina
|
$4.91M
|
-$311K
|
-5,015
|
-6%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$4.53M
|
-$2.39M
|
-38,596
|
-34%
|
|
|
11
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$4.09M
|
+$4.14M
|
+66,750
|
New
|
|
|
12
|
|
$3.9M
|
+$2.34M
|
+37,781
|
+146%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.38M
|
+$86.7K
|
+1,398
|
+4%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$2.36M
|
+$194K
|
+3,126
|
+9%
|
|
|
15
|
|
$2.27M
|
+$1.63M
|
+26,296
|
+247%
|
|
|
16
|
HT Partners
Centerbrook,
Connecticut
|
$1.99M
|
+$976K
|
+15,725
|
+95%
|
|
|
17
|
North Star Investment Management
Chicago,
Illinois
|
$1.79M
|
+$67.9K
|
+1,094
|
+4%
|
|
|
18
|
First Allied Advisory Services
San Diego,
California
|
$1.71M
|
+$728K
|
+11,740
|
+74%
|
|
|
19
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$1.45M
|
-$108K
|
-1,745
|
-7%
|
|
|
20
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$1.44M
|
+$137K
|
+2,204
|
+10%
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$1.37M
|
-$12.3K
|
-198
|
-0.9%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.32M
|
-$103K
|
-1,660
|
-7%
|
|
|
23
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$1.29M
|
-$3.1K
|
-50
|
-0.2%
|
|
|
24
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.24M
|
-$58.8K
|
-948
|
-4%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.19M
|
+$1.2M
|
+19,281
|
+14,389%
|
|
