|
1
|
Bank of America
Charlotte,
North Carolina
|
$62.5M
|
-$3.84M
|
-52,116
|
-6%
|
|
|
2
|
Verus Financial Partners
Richmond,
Virginia
|
$52.9M
|
-$1.91M
|
-25,927
|
-3%
|
|
|
3
|
|
$35.1M
|
-$1.3M
|
-17,557
|
-4%
|
|
|
4
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$31.6M
|
+$862K
|
+11,688
|
+3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$24.6M
|
-$1.96M
|
-26,519
|
-7%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$23.8M
|
+$1.51M
|
+20,502
|
+7%
|
|
|
7
|
Ancora Advisors
Cleveland,
Ohio
|
$22.2M
|
+$49.9K
|
+677
|
+0.2%
|
|
|
8
|
BancorpSouth
Tupelo,
Mississippi
|
$21.6M
|
+$1.33M
|
+18,035
|
+7%
|
|
|
9
|
AllianceBernstein
Nashville,
Tennessee
|
$19.4M
|
+$169K
|
+2,290
|
+0.9%
|
|
|
10
|
Evensky & Katz
Coral Gables,
Florida
|
$15.5M
|
-$579K
|
-7,849
|
-4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$12.1M
|
+$1.41M
|
+19,105
|
+13%
|
|
|
12
|
Bank of New York Mellon
New York
|
$11.9M
|
-$1.99M
|
-27,032
|
-14%
|
|
|
13
|
Leavell Investment Management
Mobile,
Alabama
|
$10.2M
|
+$809K
|
+10,969
|
+9%
|
|
|
14
|
Brouwer & Janachowski
Mill Valley,
California
|
$8.92M
|
-$794K
|
-10,770
|
-8%
|
|
|
15
|
Capital Advantage
Walnut Creek,
California
|
$8.75M
|
-$619K
|
-8,385
|
-7%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.65M
|
-$225K
|
-3,050
|
-3%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.6M
|
+$235K
|
+3,187
|
+3%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.57M
|
-$186K
|
-2,517
|
-2%
|
|
|
19
|
American Investment Services
Great Barrington,
Massachusetts
|
$5.08M
|
+$29.1K
|
+395
|
+0.6%
|
|
|
20
|
SOL Capital Management
Rockville,
Maryland
|
$4.52M
|
-$254K
|
-3,445
|
-5%
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.26M
|
+$371K
|
+5,027
|
+10%
|
|
|
22
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$4.2M
|
-$65.4K
|
-886
|
-2%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.18M
|
+$31.1K
|
+422
|
+0.8%
|
|
|
24
|
Paracle Advisors
Mercer Island,
Washington
|
$3.84M
|
-$11.7K
|
-158
|
-0.3%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$3.58M
|
-$9.59K
|
-130
|
-0.3%
|
|
