|
1
|
Bank of America
Charlotte,
North Carolina
|
$89.4M
|
+$11.6M
|
+173,536
|
+16%
|
|
|
2
|
Verus Financial Partners
Richmond,
Virginia
|
$52.9M
|
-$1.09M
|
-16,326
|
-2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$27.3M
|
+$1.49M
|
+22,290
|
+6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$24.5M
|
+$158K
|
+2,368
|
+0.7%
|
|
|
5
|
|
$23.1M
|
+$3.33M
|
+49,856
|
+18%
|
|
|
6
|
Ancora Advisors
Cleveland,
Ohio
|
$20.9M
|
+$1.42M
|
+21,363
|
+8%
|
|
|
7
|
BancorpSouth
Tupelo,
Mississippi
|
$19.2M
|
+$315K
|
+4,730
|
+2%
|
|
|
8
|
AllianceBernstein
Nashville,
Tennessee
|
$18.3M
|
-$21.7K
|
-325
|
-0.1%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$18M
|
-$350K
|
-5,251
|
-2%
|
|
|
10
|
Evensky & Katz
Coral Gables,
Florida
|
$15.2M
|
+$1.14M
|
+17,113
|
+9%
|
|
|
11
|
Bank of New York Mellon
New York
|
$13.3M
|
+$67
|
+1
|
+0%
|
|
|
12
|
Brouwer & Janachowski
Mill Valley,
California
|
$10M
|
-$363K
|
-5,438
|
-4%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.79M
|
-$372K
|
-5,584
|
-4%
|
|
|
14
|
Leavell Investment Management
Mobile,
Alabama
|
$8.24M
|
+$792K
|
+11,876
|
+11%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.15M
|
+$203K
|
+3,047
|
+3%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.68M
|
-$5.08M
|
-76,089
|
-41%
|
|
|
17
|
SOL Capital Management
Rockville,
Maryland
|
$4.7M
|
+$6K
|
+90
|
+0.1%
|
|
|
18
|
Baystate Wealth Management
Boston,
Massachusetts
|
$4.33M
|
+$1.7M
|
+25,465
|
+70%
|
|
|
19
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$4.17M
|
-$224K
|
-3,360
|
-5%
|
|
|
20
|
Paracle Advisors
Mercer Island,
Washington
|
$3.7M
|
-$99.3K
|
-1,489
|
-3%
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.53M
|
+$355K
|
+5,320
|
+12%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$3.43M
|
-$12.1K
|
-181
|
-0.4%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.42M
|
-$614K
|
-9,212
|
-16%
|
|
|
24
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.28M
|
–
|
–
|
–
|
|
|
25
|
Portfolio Solutions
Royal Oak,
Michigan
|
$3.19M
|
+$3.04M
|
+45,567
|
New
|
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