|
1
|
Bank of America
Charlotte,
North Carolina
|
$65.1M
|
+$12M
|
+174,220
|
+23%
|
|
|
2
|
Verus Financial Partners
Richmond,
Virginia
|
$56.6M
|
-$1.3M
|
-18,928
|
-2%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$24.2M
|
-$895K
|
-13,009
|
-4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$24M
|
+$3.86M
|
+56,108
|
+20%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$23.9M
|
+$23.4M
|
+340,791
|
New
|
|
|
6
|
Ancora Advisors
Cleveland,
Ohio
|
$15.4M
|
+$51.7K
|
+752
|
+0.3%
|
|
|
7
|
BancorpSouth
Tupelo,
Mississippi
|
$15.1M
|
+$575K
|
+8,358
|
+4%
|
|
|
8
|
|
$14.4M
|
+$4.1M
|
+59,634
|
+41%
|
|
|
9
|
Evensky & Katz
Coral Gables,
Florida
|
$13.3M
|
-$587K
|
-8,539
|
-4%
|
|
|
10
|
Bank of New York Mellon
New York
|
$13.2M
|
+$550K
|
+8,005
|
+4%
|
|
|
11
|
Brouwer & Janachowski
Mill Valley,
California
|
$13.1M
|
+$684K
|
+9,947
|
+6%
|
|
|
12
|
Capital Advantage
Walnut Creek,
California
|
$12.2M
|
+$441K
|
+6,411
|
+4%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$9.92M
|
+$9.71M
|
+141,260
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$8.18M
|
+$1.4M
|
+20,411
|
+21%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.09M
|
-$347K
|
-5,039
|
-4%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.69M
|
+$6.56M
|
+95,444
|
+679%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.63M
|
+$221K
|
+3,216
|
+4%
|
|
|
18
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$5.71M
|
-$963K
|
-14,000
|
-15%
|
|
|
19
|
Leavell Investment Management
Mobile,
Alabama
|
$4.93M
|
+$3.63M
|
+52,776
|
+304%
|
|
|
20
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$4.74M
|
+$3.65K
|
+53
|
+0.1%
|
|
|
21
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$4.54M
|
+$198K
|
+2,884
|
+5%
|
|
|
22
|
SOL Capital Management
Rockville,
Maryland
|
$4.48M
|
+$122K
|
+1,776
|
+3%
|
|
|
23
|
Paracle Advisors
Mercer Island,
Washington
|
$4.33M
|
-$354K
|
-5,152
|
-8%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$3.46M
|
+$439K
|
+6,378
|
+15%
|
|
|
25
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.36M
|
-$154K
|
-2,237
|
-4%
|
|
