|
1
|
Bank of America
Charlotte,
North Carolina
|
$74.2M
|
+$8.97M
|
+127,327
|
+14%
|
|
|
2
|
Verus Financial Partners
Richmond,
Virginia
|
$54.9M
|
-$1.74M
|
-24,693
|
-3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$26.5M
|
+$2.52M
|
+35,704
|
+10%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$24.8M
|
+$795K
|
+11,279
|
+3%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$24.3M
|
–
|
–
|
–
|
|
|
6
|
Ancora Advisors
Cleveland,
Ohio
|
$19.5M
|
-$15.4M
|
-218,556
|
Closed
|
|
|
7
|
|
$18.1M
|
+$3.74M
|
+53,081
|
+26%
|
|
|
8
|
BancorpSouth
Tupelo,
Mississippi
|
$16.1M
|
+$955K
|
+13,553
|
+6%
|
|
|
9
|
Evensky & Katz
Coral Gables,
Florida
|
$13.5M
|
+$120K
|
+1,704
|
+0.9%
|
|
|
10
|
Bank of New York Mellon
New York
|
$13.3M
|
+$1.34K
|
+19
|
+0%
|
|
|
11
|
Brouwer & Janachowski
Mill Valley,
California
|
$12.6M
|
-$522K
|
-7,402
|
-4%
|
|
|
12
|
Capital Advantage
Walnut Creek,
California
|
$12.1M
|
-$117K
|
-1,663
|
-1%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.8M
|
+$703K
|
+9,980
|
+9%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$8.71M
|
+$575K
|
+8,161
|
+7%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.05M
|
+$343K
|
+4,872
|
+4%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.73M
|
+$93.8K
|
+1,331
|
+1%
|
|
|
17
|
|
$6.03M
|
+$3.79M
|
+53,820
|
+169%
|
|
|
18
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$5.72M
|
–
|
–
|
–
|
|
|
19
|
Leavell Investment Management
Mobile,
Alabama
|
$5.3M
|
+$371K
|
+5,262
|
+8%
|
|
|
20
|
SOL Capital Management
Rockville,
Maryland
|
$4.69M
|
+$197K
|
+2,798
|
+4%
|
|
|
21
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$4.6M
|
+$50.2K
|
+713
|
+1%
|
|
|
22
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$4.43M
|
-$312K
|
-4,435
|
-7%
|
|
|
23
|
Paracle Advisors
Mercer Island,
Washington
|
$4.07M
|
-$276K
|
-3,911
|
-6%
|
|
|
24
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.47M
|
-$3.73K
|
-53
|
-0.1%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$3.08M
|
-$385K
|
-5,461
|
-11%
|
|
