|
1
|
Bank of America
Charlotte,
North Carolina
|
$69.6M
|
+$1.23M
|
+14,558
|
+2%
|
|
|
2
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$41M
|
-$556K
|
-6,562
|
-1%
|
|
|
3
|
Verus Financial Partners
Richmond,
Virginia
|
$33.7M
|
-$4.96M
|
-58,528
|
-13%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$33.3M
|
+$602K
|
+7,106
|
+2%
|
|
|
5
|
BancorpSouth
Tupelo,
Mississippi
|
$30.8M
|
+$428K
|
+5,050
|
+1%
|
|
|
6
|
|
$29.6M
|
-$2.6M
|
-30,645
|
-8%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$29.5M
|
-$1.46M
|
-17,206
|
-5%
|
|
|
8
|
Ancora Advisors
Cleveland,
Ohio
|
$25.5M
|
+$1.17M
|
+13,863
|
+5%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.5M
|
+$986K
|
+11,644
|
+6%
|
|
|
10
|
Evensky & Katz
Coral Gables,
Florida
|
$17.1M
|
-$1.38M
|
-16,307
|
-8%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$16.4M
|
-$26.8K
|
-316
|
-0.2%
|
|
|
12
|
Leavell Investment Management
Mobile,
Alabama
|
$14.7M
|
+$405K
|
+4,782
|
+3%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.3M
|
-$82K
|
-968
|
-0.8%
|
|
|
14
|
Nippon Life Insurance
Tokyo,
Japan
|
$10M
|
–
|
–
|
–
|
|
|
15
|
Bank of New York Mellon
New York
|
$8.47M
|
-$865K
|
-10,209
|
-9%
|
|
|
16
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$7.24M
|
+$7.11M
|
+83,903
|
New
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.97M
|
+$593K
|
+7,004
|
+9%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.62M
|
+$352K
|
+4,154
|
+6%
|
|
|
19
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$6.32M
|
+$2.11M
|
+24,900
|
+51%
|
|
|
20
|
Capital Advantage
Walnut Creek,
California
|
$6.25M
|
+$20K
|
+236
|
+0.3%
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$6.19M
|
+$237K
|
+2,795
|
+4%
|
|
|
22
|
American Investment Services
Great Barrington,
Massachusetts
|
$6.03M
|
–
|
–
|
–
|
|
|
23
|
SOL Capital Management
Rockville,
Maryland
|
$5.47M
|
+$61K
|
+720
|
+1%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5.11M
|
+$527K
|
+6,220
|
+12%
|
|
|
25
|
Paracle Advisors
Mercer Island,
Washington
|
$4.12M
|
-$160K
|
-1,895
|
-4%
|
|
