|
1
|
|
$62.8M
|
+$19M
|
+676,885
|
+40%
|
|
|
2
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$52.2M
|
+$16.1M
|
+575,000
|
+41%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$27.3M
|
-$948K
|
-33,830
|
-3%
|
|
|
4
|
Schafer Cullen Capital Management
New York
|
$21.3M
|
+$22.7M
|
+809,107
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$13.7M
|
-$168K
|
-5,995
|
-1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$10.4M
|
+$2.67M
|
+95,385
|
+32%
|
|
|
7
|
Tocqueville Asset Management
New York
|
$8.64M
|
+$9.19M
|
+327,878
|
New
|
|
|
8
|
BNP Paribas Financial Markets
Paris,
France
|
$8.22M
|
-$51.2K
|
-1,828
|
-0.6%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.19M
|
-$280K
|
-9,989
|
-8%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.15M
|
-$653K
|
-23,292
|
-16%
|
|
|
11
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$3.08M
|
+$3.28M
|
+116,890
|
New
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.91M
|
+$635K
|
+22,664
|
+26%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.41M
|
-$4.75M
|
-169,525
|
-65%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.29M
|
+$458K
|
+16,331
|
+23%
|
|
|
15
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$2.1M
|
+$2.23M
|
+79,567
|
New
|
|
|
16
|
Tower Research Capital (TRC)
New York
|
$2.08M
|
-$992K
|
-35,407
|
-31%
|
|
|
17
|
Great Lakes Advisors
Chicago,
Illinois
|
$1.97M
|
+$53.7K
|
+1,916
|
+3%
|
|
|
18
|
Toth Financial Advisory
Leesburg,
Virginia
|
$1.95M
|
+$44.6K
|
+1,593
|
+2%
|
|
|
19
|
Ashford Capital Management
Wilmington,
Delaware
|
$1.85M
|
-$1.05M
|
-37,506
|
-35%
|
|
|
20
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.75M
|
+$1.86M
|
+66,271
|
New
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1.7M
|
-$233K
|
-8,310
|
-11%
|
|
|
22
|
Destination Wealth Management
Walnut Creek,
California
|
$1.61M
|
-$146K
|
-5,214
|
-8%
|
|
|
23
|
PagnatoKarp Partners
Reston,
Virginia
|
$1.6M
|
+$1.7M
|
+60,768
|
New
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$1.56M
|
+$377K
|
+13,468
|
+30%
|
|
|
25
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.55M
|
+$1.65M
|
+59,014
|
New
|
|
