|
1
|
Bank of America
Charlotte,
North Carolina
|
$77.6M
|
+$3.47M
|
+38,737
|
+5%
|
|
|
2
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$43.5M
|
-$155K
|
-1,731
|
-0.4%
|
|
|
3
|
Verus Financial Partners
Richmond,
Virginia
|
$34.8M
|
-$972K
|
-10,865
|
-3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$34.3M
|
-$1.11M
|
-12,443
|
-3%
|
|
|
5
|
Cadence Bank
Tupelo,
Mississippi
|
$33.7M
|
+$32.9M
|
+367,260
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$30.8M
|
-$599K
|
-6,699
|
-2%
|
|
|
7
|
|
$30.4M
|
-$1.01M
|
-11,322
|
-3%
|
|
|
8
|
Ancora Advisors
Cleveland,
Ohio
|
$27.2M
|
–
|
–
|
–
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.3M
|
+$656K
|
+7,332
|
+4%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$18.4M
|
+$886K
|
+9,908
|
+5%
|
|
|
11
|
Evensky & Katz
Coral Gables,
Florida
|
$17.7M
|
-$440K
|
-4,924
|
-2%
|
|
|
12
|
Leavell Investment Management
Mobile,
Alabama
|
$15.3M
|
-$360K
|
-4,022
|
-2%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14.4M
|
+$6.82M
|
+76,243
|
+94%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.1M
|
+$147K
|
+1,642
|
+1%
|
|
|
15
|
Nippon Life Insurance
Tokyo,
Japan
|
$10.6M
|
–
|
–
|
–
|
|
|
16
|
Bank of New York Mellon
New York
|
$8.96M
|
-$46.6K
|
-521
|
-0.5%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.88M
|
-$152K
|
-1,695
|
-2%
|
|
|
18
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$6.72M
|
–
|
–
|
–
|
|
|
19
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$6.66M
|
-$1.02M
|
-11,360
|
-14%
|
|
|
20
|
American Investment Services
Great Barrington,
Massachusetts
|
$6.45M
|
+$34.1K
|
+381
|
+0.5%
|
|
|
21
|
Capital Advantage
Walnut Creek,
California
|
$6.41M
|
-$227K
|
-2,538
|
-4%
|
|
|
22
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$6.16M
|
-$415K
|
-4,635
|
-6%
|
|
|
23
|
SOL Capital Management
Rockville,
Maryland
|
$5.82M
|
-$4.47K
|
-50
|
-0.1%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5.24M
|
-$200K
|
-2,238
|
-4%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$4.28M
|
+$1.69M
|
+18,889
|
+68%
|
|
