|
1
|
Bank of America
Charlotte,
North Carolina
|
$64.4M
|
-$26.6M
|
-375,584
|
-29%
|
|
|
2
|
Verus Financial Partners
Richmond,
Virginia
|
$53.1M
|
-$895K
|
-12,641
|
-2%
|
|
|
3
|
|
$35.3M
|
+$11.6M
|
+164,287
|
+50%
|
|
|
4
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$29.8M
|
+$29.1M
|
+411,457
|
+7,639%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$25.8M
|
-$2.03M
|
-28,724
|
-7%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$21.6M
|
-$3.43M
|
-48,471
|
-14%
|
|
|
7
|
Ancora Advisors
Cleveland,
Ohio
|
$21.5M
|
+$118K
|
+1,665
|
+0.6%
|
|
|
8
|
BancorpSouth
Tupelo,
Mississippi
|
$19.7M
|
+$149K
|
+2,098
|
+0.8%
|
|
|
9
|
AllianceBernstein
Nashville,
Tennessee
|
$18.6M
|
-$20.2K
|
-285
|
-0.1%
|
|
|
10
|
Evensky & Katz
Coral Gables,
Florida
|
$15.6M
|
+$66.2K
|
+934
|
+0.4%
|
|
|
11
|
Bank of New York Mellon
New York
|
$13.5M
|
-$31.2K
|
-441
|
-0.2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$10.5M
|
-$7.88M
|
-111,206
|
-43%
|
|
|
13
|
Brouwer & Janachowski
Mill Valley,
California
|
$9.42M
|
-$792K
|
-11,183
|
-8%
|
|
|
14
|
Leavell Investment Management
Mobile,
Alabama
|
$9.15M
|
+$741K
|
+10,460
|
+9%
|
|
|
15
|
Capital Advantage
Walnut Creek,
California
|
$9.08M
|
+$9M
|
+127,020
|
New
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.6M
|
-$366K
|
-5,167
|
-4%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.49M
|
+$647K
|
+9,135
|
+8%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.12M
|
-$199K
|
-2,804
|
-2%
|
|
|
19
|
American Investment Services
Great Barrington,
Massachusetts
|
$4.9M
|
+$4.85M
|
+68,493
|
New
|
|
|
20
|
Legacy Private Trust
Neenah,
Wisconsin
|
$4.87M
|
+$3.15M
|
+44,446
|
+188%
|
|
|
21
|
SOL Capital Management
Rockville,
Maryland
|
$4.63M
|
-$158K
|
-2,232
|
-3%
|
|
|
22
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$4.14M
|
-$119K
|
-1,677
|
-3%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.02M
|
+$528K
|
+7,459
|
+15%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.77M
|
+$172K
|
+2,426
|
+5%
|
|
|
25
|
Paracle Advisors
Mercer Island,
Washington
|
$3.73M
|
-$43.3K
|
-611
|
-1%
|
|
