|
1
|
Bank of America
Charlotte,
North Carolina
|
$76.9M
|
+$4.3M
|
+61,373
|
+6%
|
|
|
2
|
Verus Financial Partners
Richmond,
Virginia
|
$53.8M
|
-$429K
|
-6,120
|
-0.8%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$25.6M
|
+$1.73M
|
+24,715
|
+7%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$24.3M
|
-$133K
|
-1,891
|
-0.5%
|
|
|
5
|
|
$19.5M
|
+$639K
|
+9,110
|
+3%
|
|
|
6
|
Ancora Advisors
Cleveland,
Ohio
|
$19.3M
|
–
|
–
|
–
|
|
|
7
|
BancorpSouth
Tupelo,
Mississippi
|
$18.7M
|
+$1.98M
|
+28,180
|
+12%
|
|
|
8
|
AllianceBernstein
Nashville,
Tennessee
|
$18.2M
|
–
|
–
|
–
|
|
|
9
|
LPL Financial
San Diego,
California
|
$18.1M
|
+$9.01M
|
+128,476
|
+96%
|
|
|
10
|
Evensky & Katz
Coral Gables,
Florida
|
$13.9M
|
+$98.8K
|
+1,409
|
+0.7%
|
|
|
11
|
Bank of New York Mellon
New York
|
$13.2M
|
-$1.32M
|
-18,824
|
-9%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$13M
|
+$416K
|
+5,924
|
+3%
|
|
|
13
|
Brouwer & Janachowski
Mill Valley,
California
|
$10.3M
|
-$1.27M
|
-18,035
|
-11%
|
|
|
14
|
Capital Advantage
Walnut Creek,
California
|
$10M
|
-$1.19M
|
-16,965
|
-11%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.14M
|
+$174K
|
+2,482
|
+2%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.9M
|
+$449K
|
+6,399
|
+6%
|
|
|
17
|
Leavell Investment Management
Mobile,
Alabama
|
$7.37M
|
+$903K
|
+12,875
|
+14%
|
|
|
18
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$5.67M
|
–
|
–
|
–
|
|
|
19
|
SOL Capital Management
Rockville,
Maryland
|
$4.67M
|
–
|
–
|
–
|
|
|
20
|
American Economic Planning Group
Warren,
New Jersey
|
$4.63M
|
+$4.65M
|
+66,299
|
New
|
|
|
21
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$4.39M
|
+$75K
|
+1,069
|
+2%
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
$4.35M
|
+$4.65M
|
+66,299
|
New
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.04M
|
+$918K
|
+13,092
|
+29%
|
|
|
24
|
Paracle Advisors
Mercer Island,
Washington
|
$3.79M
|
-$73.4K
|
-1,046
|
-2%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$3.65M
|
+$494K
|
+7,040
|
+16%
|
|
