|
1
|
Veritable
Wilmington,
Delaware
|
$13.9M
|
-$939K
|
-15,913
|
-7%
|
|
|
2
|
|
$12.7M
|
+$1.44M
|
+24,474
|
+14%
|
|
|
3
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$11.8M
|
+$11.2M
|
+189,218
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$9.84M
|
-$108K
|
-1,837
|
-1%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$5.51M
|
–
|
–
|
–
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$5.42M
|
-$313K
|
-5,299
|
-6%
|
|
|
7
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5.35M
|
-$932K
|
-15,795
|
-16%
|
|
|
8
|
Baring Asset Management
London,
United Kingdom
|
$4.49M
|
+$4.25M
|
+72,025
|
New
|
|
|
9
|
Parsec Financial Management
Asheville,
North Carolina
|
$4.33M
|
-$161K
|
-2,734
|
-4%
|
|
|
10
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$4.07M
|
-$180K
|
-3,045
|
-4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.68M
|
+$2.43M
|
+41,206
|
+231%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$3.65M
|
+$41.1K
|
+697
|
+1%
|
|
|
13
|
Brookstone Capital Management
Wheaton,
Illinois
|
$3.15M
|
+$2.98M
|
+50,585
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$2.75M
|
-$758K
|
-12,847
|
-22%
|
|
|
15
|
WrapManager Inc
Mill Valley,
California
|
$2.4M
|
+$2.27M
|
+38,503
|
New
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.3M
|
–
|
–
|
–
|
|
|
17
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$2.04M
|
+$1.93M
|
+32,722
|
New
|
|
|
18
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$1.75M
|
-$4.84K
|
-82
|
-0.3%
|
|
|
19
|
North Star Investment Management
Chicago,
Illinois
|
$1.7M
|
+$3.89K
|
+66
|
+0.2%
|
|
|
20
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$1.64M
|
+$1.55M
|
+26,335
|
New
|
|
|
21
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$1.47M
|
+$131K
|
+2,218
|
+10%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.43M
|
+$123K
|
+2,093
|
+10%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.06M
|
+$633K
|
+10,735
|
+169%
|
|
|
24
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$1.04M
|
+$985K
|
+16,700
|
New
|
|
|
25
|
SG Americas Securities
New York
|
$957K
|
–
|
–
|
–
|
|
