|
1
|
Bank of America
Charlotte,
North Carolina
|
$78M
|
-$1.09M
|
-11,707
|
-1%
|
|
|
2
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$41.3M
|
+$499K
|
+5,367
|
+1%
|
|
|
3
|
Cadence Bank
Tupelo,
Mississippi
|
$37.1M
|
+$1.55M
|
+16,667
|
+4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$32.7M
|
+$2.05M
|
+22,019
|
+7%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$32.6M
|
+$1.43M
|
+15,340
|
+5%
|
|
|
6
|
Verus Financial Partners
Richmond,
Virginia
|
$32.3M
|
-$1.12M
|
-12,011
|
-3%
|
|
|
7
|
|
$28.7M
|
-$5.19M
|
-55,743
|
-15%
|
|
|
8
|
Ancora Advisors
Cleveland,
Ohio
|
$28.3M
|
+$660K
|
+7,091
|
+2%
|
|
|
9
|
Leavell Investment Management
Mobile,
Alabama
|
$21.3M
|
+$1.94M
|
+20,816
|
+10%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.7M
|
+$73.8K
|
+793
|
+0.4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$20.2M
|
+$400K
|
+4,300
|
+2%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$19.4M
|
+$594K
|
+6,390
|
+3%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.9M
|
+$69.1K
|
+743
|
+0.6%
|
|
|
14
|
Nippon Life Insurance
Tokyo,
Japan
|
$10.8M
|
–
|
–
|
–
|
|
|
15
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$9.34M
|
–
|
–
|
–
|
|
|
16
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$6.84M
|
–
|
–
|
–
|
|
|
17
|
American Investment Services
Great Barrington,
Massachusetts
|
$6.63M
|
–
|
–
|
–
|
|
|
18
|
Capital Advantage
Walnut Creek,
California
|
$6.54M
|
+$142K
|
+1,529
|
+2%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.51M
|
-$673K
|
-7,232
|
-9%
|
|
|
20
|
Bank of New York Mellon
New York
|
$5.62M
|
-$2.4M
|
-25,812
|
-30%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$5.33M
|
+$655K
|
+7,038
|
+14%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5.33M
|
–
|
–
|
–
|
|
|
23
|
Capital Investment Advisors
Atlanta,
Georgia
|
$4.58M
|
+$182K
|
+1,961
|
+4%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$4.27M
|
+$1.12K
|
+12
|
+0%
|
|
|
25
|
Portfolio Solutions
Royal Oak,
Michigan
|
$4.24M
|
+$6.88K
|
+74
|
+0.2%
|
|
