|
1
|
Veritable
Wilmington,
Delaware
|
$16.9M
|
-$2.64M
|
-41,426
|
-13%
|
|
|
2
|
|
$13.9M
|
-$707K
|
-11,087
|
-5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$13M
|
-$1.54M
|
-24,208
|
-10%
|
|
|
4
|
First Allied Advisory Services
San Diego,
California
|
$8.07M
|
+$6.52M
|
+102,194
|
+369%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$7.93M
|
+$1.09M
|
+17,092
|
+15%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$7.06M
|
-$96.6K
|
-1,514
|
-1%
|
|
|
7
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$6.69M
|
-$484K
|
-7,589
|
-7%
|
|
|
8
|
Parsec Financial Management
Asheville,
North Carolina
|
$4.84M
|
-$142K
|
-2,233
|
-3%
|
|
|
9
|
|
$4.49M
|
+$551K
|
+8,636
|
+14%
|
|
|
10
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$4.12M
|
-$25.5K
|
-400
|
-0.6%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$3.84M
|
-$773K
|
-12,123
|
-16%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.83M
|
+$2.37M
|
+37,116
|
+438%
|
|
|
13
|
|
$2.55M
|
+$260K
|
+4,074
|
+11%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$2.46M
|
+$105K
|
+1,643
|
+4%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.33M
|
-$82.5K
|
-1,294
|
-3%
|
|
|
16
|
Brookstone Capital Management
Wheaton,
Illinois
|
$2.3M
|
+$2.13M
|
+33,452
|
+952%
|
|
|
17
|
HT Partners
Centerbrook,
Connecticut
|
$2.28M
|
+$280K
|
+4,384
|
+14%
|
|
|
18
|
North Star Investment Management
Chicago,
Illinois
|
$1.82M
|
+$11.9K
|
+186
|
+0.6%
|
|
|
19
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$1.61M
|
+$1.65M
|
+25,850
|
New
|
|
|
20
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$1.56M
|
+$101K
|
+1,583
|
+7%
|
|
|
21
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$1.51M
|
+$1.55M
|
+24,265
|
New
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$1.41M
|
+$261K
|
+4,086
|
+22%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$1.39M
|
–
|
–
|
–
|
|
|
24
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.3M
|
+$38.9K
|
+610
|
+3%
|
|
|
25
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$1.28M
|
-$32K
|
-502
|
-2%
|
|
