|
1
|
Bank of America
Charlotte,
North Carolina
|
$76.7M
|
+$84.1K
|
+894
|
+0.1%
|
|
|
2
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$39.6M
|
-$3.5M
|
-37,196
|
-8%
|
|
|
3
|
Cadence Bank
Tupelo,
Mississippi
|
$34.5M
|
+$1.23M
|
+13,076
|
+4%
|
|
|
4
|
|
$32.9M
|
+$2.98M
|
+31,690
|
+10%
|
|
|
5
|
Verus Financial Partners
Richmond,
Virginia
|
$32.4M
|
-$2.09M
|
-22,172
|
-6%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$30.2M
|
-$3.75M
|
-39,806
|
-11%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$29.8M
|
-$658K
|
-6,989
|
-2%
|
|
|
8
|
Ancora Advisors
Cleveland,
Ohio
|
$26.8M
|
-$49.4K
|
-525
|
-0.2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$20M
|
+$1.01M
|
+10,770
|
+5%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$19.2M
|
+$1.12M
|
+11,947
|
+6%
|
|
|
11
|
Leavell Investment Management
Mobile,
Alabama
|
$18.7M
|
+$3.76M
|
+39,966
|
+24%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18.2M
|
+$4.15M
|
+44,112
|
+28%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.5M
|
+$520K
|
+5,525
|
+5%
|
|
|
14
|
Nippon Life Insurance
Tokyo,
Japan
|
$10.5M
|
–
|
–
|
–
|
|
|
15
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$9.06M
|
+$9.41M
|
+100,000
|
New
|
|
|
16
|
Bank of New York Mellon
New York
|
$7.79M
|
-$1.1M
|
-11,682
|
-12%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.97M
|
+$187K
|
+1,989
|
+3%
|
|
|
18
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$6.64M
|
–
|
–
|
–
|
|
|
19
|
American Investment Services
Great Barrington,
Massachusetts
|
$6.43M
|
+$60.6K
|
+644
|
+0.9%
|
|
|
20
|
Capital Advantage
Walnut Creek,
California
|
$6.2M
|
-$129K
|
-1,368
|
-2%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5.33M
|
+$164K
|
+1,739
|
+3%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$4.52M
|
+$319K
|
+3,385
|
+7%
|
|
|
23
|
Capital Investment Advisors
Atlanta,
Georgia
|
$4.27M
|
+$211K
|
+2,242
|
+5%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$4.14M
|
+$79K
|
+840
|
+2%
|
|
|
25
|
Portfolio Solutions
Royal Oak,
Michigan
|
$4.11M
|
+$35.9K
|
+381
|
+0.8%
|
|
