|
1
|
Wells Fargo
San Francisco,
California
|
$16M
|
+$3.42M
|
+57,194
|
+28%
|
|
|
2
|
|
$14.4M
|
+$4.19M
|
+70,012
|
+42%
|
|
|
3
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$13.7M
|
+$774K
|
+12,944
|
+6%
|
|
|
4
|
Veritable
Wilmington,
Delaware
|
$10.9M
|
-$438K
|
-7,327
|
-4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$8.44M
|
+$1.42M
|
+23,817
|
+21%
|
|
|
6
|
Fisher Asset Management
Camas,
Washington
|
$6.97M
|
+$718K
|
+12,005
|
+12%
|
|
|
7
|
Destination Wealth Management
Walnut Creek,
California
|
$5.94M
|
+$309K
|
+5,159
|
+6%
|
|
|
8
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$5.72M
|
+$566K
|
+9,466
|
+11%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$5.67M
|
+$1.79M
|
+29,991
|
+47%
|
|
|
10
|
Aviance Capital Management
Sarasota,
Florida
|
$4.9M
|
+$52K
|
+869
|
+1%
|
|
|
11
|
Parsec Financial Management
Asheville,
North Carolina
|
$3.16M
|
-$191K
|
-3,199
|
-6%
|
|
|
12
|
|
$2.99M
|
-$997K
|
-16,671
|
-25%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.73M
|
-$169K
|
-2,823
|
-6%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$2.24M
|
+$2.22M
|
+37,109
|
New
|
|
|
15
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$1.78M
|
+$503K
|
+8,410
|
+40%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$1.53M
|
+$1.52M
|
+25,372
|
New
|
|
|
17
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$1.49M
|
-$80.8K
|
-1,350
|
-5%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.39M
|
+$35.7K
|
+597
|
+3%
|
|
|
19
|
WrapManager Inc
Mill Valley,
California
|
$1.2M
|
+$4.61K
|
+77
|
+0.4%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.18M
|
+$67.9K
|
+1,135
|
+6%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.13M
|
-$191K
|
-3,200
|
-15%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$954K
|
-$92.7K
|
-1,549
|
-9%
|
|
|
23
|
Brookstone Capital Management
Wheaton,
Illinois
|
$927K
|
-$40.2K
|
-672
|
-4%
|
|
|
24
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$842K
|
-$495K
|
-8,277
|
-37%
|
|
|
25
|
InterOcean Capital
Chicago,
Illinois
|
$827K
|
+$820K
|
+13,703
|
New
|
|
