|
1
|
Veritable
Wilmington,
Delaware
|
$13.7M
|
-$313K
|
-5,044
|
-2%
|
|
|
2
|
|
$11.7M
|
-$1.12M
|
-18,052
|
-9%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$9.66M
|
-$324K
|
-5,216
|
-3%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.24M
|
+$7.11M
|
+114,492
|
New
|
|
|
5
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$7.09M
|
-$4.78M
|
-77,000
|
-41%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$5.4M
|
-$99K
|
-1,595
|
-2%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.34M
|
+$595K
|
+9,581
|
+16%
|
|
|
8
|
Parsec Financial Management
Asheville,
North Carolina
|
$4.13M
|
-$258K
|
-4,158
|
-6%
|
|
|
9
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$4.06M
|
-$62.7K
|
-1,010
|
-2%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$3.87M
|
+$3.8M
|
+61,222
|
New
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$3.85M
|
+$143K
|
+2,305
|
+4%
|
|
|
12
|
Stringer Asset Management
Memphis,
Tennessee
|
$3.64M
|
+$3.58M
|
+57,625
|
New
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$3.62M
|
-$1.78M
|
-28,704
|
-33%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.77M
|
+$1.83M
|
+29,413
|
+205%
|
|
|
15
|
Destination Wealth Management
Walnut Creek,
California
|
$2.69M
|
-$3.27M
|
-52,692
|
-55%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.51M
|
+$1.4M
|
+22,561
|
+132%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.34M
|
–
|
–
|
–
|
|
|
18
|
|
$2.32M
|
+$1.78M
|
+28,666
|
+354%
|
|
|
19
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$1.98M
|
+$200K
|
+3,218
|
+11%
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
$1.96M
|
+$1.93M
|
+31,018
|
New
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.86M
|
+$1.05M
|
+16,866
|
+133%
|
|
|
22
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$1.75M
|
+$253K
|
+4,076
|
+17%
|
|
|
23
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.67M
|
-$1.5M
|
-24,094
|
-48%
|
|
|
24
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$1.64M
|
-$21.5K
|
-347
|
-1%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$1.55M
|
-$1.27M
|
-20,425
|
-45%
|
|
