|
1
|
Veritable
Wilmington,
Delaware
|
$13.8M
|
-$347K
|
-5,862
|
-2%
|
|
|
2
|
|
$10.3M
|
-$757K
|
-12,784
|
-7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$9.25M
|
-$1.99M
|
-33,616
|
-17%
|
|
|
4
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5.89M
|
+$475K
|
+8,022
|
+9%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$5.51M
|
-$1.52M
|
-25,696
|
-21%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$5.34M
|
-$800K
|
-13,512
|
-13%
|
|
|
7
|
Parsec Financial Management
Asheville,
North Carolina
|
$4.18M
|
-$155K
|
-2,625
|
-4%
|
|
|
8
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$3.96M
|
+$74.9K
|
+1,265
|
+2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$3.35M
|
-$56.6K
|
-957
|
-2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$3.32M
|
+$1.54M
|
+25,987
|
+81%
|
|
|
11
|
|
$3.18M
|
+$934K
|
+15,788
|
+40%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$2.55M
|
-$3.57M
|
-60,399
|
-58%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.14M
|
-$29.3K
|
-495
|
-1%
|
|
|
14
|
|
$1.73M
|
-$72K
|
-1,217
|
-4%
|
|
|
15
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$1.63M
|
+$113K
|
+1,908
|
+7%
|
|
|
16
|
North Star Investment Management
Chicago,
Illinois
|
$1.57M
|
-$107K
|
-1,806
|
-6%
|
|
|
17
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$1.24M
|
+$57.9K
|
+979
|
+5%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.21M
|
+$1.42K
|
+24
|
+0.1%
|
|
|
19
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$1.1M
|
+$1.14M
|
+19,300
|
New
|
|
|
20
|
|
$1.08M
|
-$1.53M
|
-25,833
|
-58%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.03M
|
-$26.2K
|
-443
|
-2%
|
|
|
22
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$955K
|
-$56.5K
|
-955
|
-5%
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
$907K
|
-$81.1K
|
-1,370
|
-8%
|
|
|
24
|
SG Americas Securities
New York
|
$890K
|
–
|
–
|
–
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$876K
|
-$2.48M
|
-41,903
|
-73%
|
|
