|
1
|
Bank of America
Charlotte,
North Carolina
|
$63.5M
|
-$6.3M
|
-79,262
|
-9%
|
|
|
2
|
Verus Financial Partners
Richmond,
Virginia
|
$43.3M
|
-$12.9M
|
-162,610
|
-23%
|
|
|
3
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$38.2M
|
+$1.19M
|
+14,999
|
+3%
|
|
|
4
|
|
$31.6M
|
-$6.45M
|
-81,082
|
-17%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$28.9M
|
+$2.32M
|
+29,191
|
+9%
|
|
|
6
|
BancorpSouth
Tupelo,
Mississippi
|
$27.7M
|
+$684K
|
+8,608
|
+3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$23.4M
|
-$265K
|
-3,333
|
-1%
|
|
|
8
|
Ancora Advisors
Cleveland,
Ohio
|
$22.8M
|
-$1.51M
|
-19,028
|
-6%
|
|
|
9
|
AllianceBernstein
Nashville,
Tennessee
|
$21.1M
|
–
|
–
|
–
|
|
|
10
|
Evensky & Katz
Coral Gables,
Florida
|
$17.3M
|
+$48.3K
|
+608
|
+0.3%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$15.4M
|
+$501K
|
+6,298
|
+3%
|
|
|
12
|
Leavell Investment Management
Mobile,
Alabama
|
$12.4M
|
+$928K
|
+11,680
|
+8%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.3M
|
+$2.98M
|
+37,431
|
+32%
|
|
|
14
|
Bank of New York Mellon
New York
|
$11.4M
|
-$2.02M
|
-25,375
|
-15%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.8M
|
+$251K
|
+3,158
|
+3%
|
|
|
16
|
Nippon Life Insurance
Tokyo,
Japan
|
$9.35M
|
–
|
–
|
–
|
|
|
17
|
Capital Advantage
Walnut Creek,
California
|
$8.64M
|
-$335K
|
-4,217
|
-4%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.03M
|
+$1.87M
|
+23,528
|
+37%
|
|
|
19
|
American Investment Services
Great Barrington,
Massachusetts
|
$5.59M
|
–
|
–
|
–
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.23M
|
+$279K
|
+3,510
|
+6%
|
|
|
21
|
Credit Suisse
Zurich,
Switzerland
|
$5.2M
|
+$4.23M
|
+53,228
|
+476%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.1M
|
+$350K
|
+4,398
|
+7%
|
|
|
23
|
SOL Capital Management
Rockville,
Maryland
|
$4.93M
|
-$5.96K
|
-75
|
-0.1%
|
|
|
24
|
Brouwer & Janachowski
Mill Valley,
California
|
$4.7M
|
-$1.21M
|
-15,258
|
-21%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.21M
|
+$179K
|
+2,252
|
+5%
|
|
