|
1
|
Bank of America
Charlotte,
North Carolina
|
$85.6M
|
+$1.73M
|
+17,599
|
+2%
|
|
|
2
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$45.3M
|
+$795K
|
+8,087
|
+2%
|
|
|
3
|
Cadence Bank
Tupelo,
Mississippi
|
$40.1M
|
+$244K
|
+2,484
|
+0.6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$34.5M
|
-$663K
|
-6,746
|
-2%
|
|
|
5
|
Verus Financial Partners
Richmond,
Virginia
|
$33.8M
|
-$836K
|
-8,501
|
-2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$33.3M
|
-$1.74M
|
-17,700
|
-5%
|
|
|
7
|
|
$32M
|
+$1.02M
|
+10,361
|
+3%
|
|
|
8
|
Ancora Advisors
Cleveland,
Ohio
|
$30.4M
|
–
|
–
|
–
|
|
|
9
|
Leavell Investment Management
Mobile,
Alabama
|
$24.4M
|
+$1.39M
|
+14,160
|
+6%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$23M
|
+$1.24M
|
+12,651
|
+6%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$19M
|
-$3.21M
|
-32,659
|
-15%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.9M
|
+$66.2K
|
+673
|
+0.5%
|
|
|
13
|
Nippon Life Insurance
Tokyo,
Japan
|
$11.6M
|
–
|
–
|
–
|
|
|
14
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$10M
|
–
|
–
|
–
|
|
|
15
|
Capital Advantage
Walnut Creek,
California
|
$7.3M
|
+$258K
|
+2,626
|
+4%
|
|
|
16
|
American Investment Services
Great Barrington,
Massachusetts
|
$7.17M
|
+$34.1K
|
+347
|
+0.5%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.35M
|
-$648K
|
-6,590
|
-9%
|
|
|
18
|
Bank of New York Mellon
New York
|
$6.02M
|
-$24.8K
|
-252
|
-0.4%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$6.01M
|
+$272K
|
+2,764
|
+5%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.82M
|
-$14.7M
|
-149,640
|
-72%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5.53M
|
-$370K
|
-3,762
|
-6%
|
|
|
22
|
Capital Investment Advisors
Atlanta,
Georgia
|
$5.14M
|
+$204K
|
+2,070
|
+4%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$4.61M
|
+$18.6K
|
+189
|
+0.4%
|
|
|
24
|
Portfolio Solutions
Royal Oak,
Michigan
|
$4.41M
|
-$168K
|
-1,707
|
-4%
|
|
|
25
|
Atria Investments
Charlotte,
North Carolina
|
$4.4M
|
+$2.66M
|
+27,005
|
+161%
|
|
