|
1
|
Verus Financial Partners
Richmond,
Virginia
|
$55.7M
|
-$681K
|
-10,060
|
-1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$50.9M
|
+$19.9M
|
+294,524
|
+64%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$24.2M
|
–
|
–
|
–
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$19.3M
|
+$350K
|
+5,165
|
+2%
|
|
|
5
|
|
$18.4M
|
+$1.84M
|
+27,239
|
+11%
|
|
|
6
|
Ancora Advisors
Cleveland,
Ohio
|
$14.7M
|
–
|
–
|
–
|
|
|
7
|
BancorpSouth
Tupelo,
Mississippi
|
$14M
|
+$903K
|
+13,345
|
+7%
|
|
|
8
|
Evensky & Katz
Coral Gables,
Florida
|
$13.4M
|
-$58.1K
|
-858
|
-0.4%
|
|
|
9
|
Bank of New York Mellon
New York
|
$12.2M
|
-$24.8K
|
-367
|
-0.2%
|
|
|
10
|
Brouwer & Janachowski
Mill Valley,
California
|
$11.9M
|
+$690K
|
+10,188
|
+6%
|
|
|
11
|
Capital Advantage
Walnut Creek,
California
|
$11.3M
|
+$3M
|
+44,260
|
+36%
|
|
|
12
|
|
$9.8M
|
+$696K
|
+10,278
|
+8%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.12M
|
-$247K
|
-3,644
|
-3%
|
|
|
14
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$6.44M
|
+$948K
|
+14,000
|
+17%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$6.4M
|
+$534K
|
+7,896
|
+9%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.15M
|
-$745
|
-11
|
-0%
|
|
|
17
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$4.55M
|
+$143K
|
+2,120
|
+3%
|
|
|
18
|
Paracle Advisors
Mercer Island,
Washington
|
$4.51M
|
+$4.52M
|
+66,844
|
New
|
|
|
19
|
SOL Capital Management
Rockville,
Maryland
|
$4.19M
|
+$28.8K
|
+425
|
+0.7%
|
|
|
20
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$4.17M
|
+$1.15M
|
+16,928
|
+38%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.56M
|
+$3.42M
|
+50,505
|
+2,371%
|
|
|
22
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.32M
|
-$83.8K
|
-1,238
|
-2%
|
|
|
23
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.18M
|
-$235K
|
-3,465
|
-7%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$2.89M
|
+$15K
|
+222
|
+0.5%
|
|
|
25
|
National Planning Corporation
El Segundo,
California
|
$2.33M
|
+$17.8K
|
+263
|
+0.8%
|
|
