|
1
|
Wells Fargo
San Francisco,
California
|
$45.6M
|
+$13.2M
|
+133,963
|
+39%
|
|
|
2
|
Wharton Business Group
Malvern,
Pennsylvania
|
$24.2M
|
+$8.54M
|
+86,495
|
+52%
|
|
|
3
|
|
$11.6M
|
+$4.43M
|
+44,884
|
+59%
|
|
|
4
|
Signet Financial Management
Parsippany,
New Jersey
|
$1.87M
|
+$1.93M
|
+19,558
|
New
|
|
|
5
|
Gradient Investments
Arden Hills,
Minnesota
|
$1.54M
|
+$325K
|
+3,288
|
+26%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.46M
|
-$513K
|
-5,195
|
-25%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$979K
|
+$547K
|
+5,542
|
+118%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$976K
|
+$1.01M
|
+10,207
|
New
|
|
|
9
|
Smith, Moore & Co
Clayton,
Missouri
|
$836K
|
+$864K
|
+8,744
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$578K
|
-$1.26M
|
-12,797
|
-68%
|
|
|
11
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$498K
|
+$442K
|
+4,473
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$427K
|
+$81.5K
|
+825
|
+23%
|
|
|
13
|
|
$381K
|
+$393K
|
+3,979
|
New
|
|
|
14
|
|
$272K
|
+$395
|
+4
|
+0.1%
|
|
|
15
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$242K
|
–
|
–
|
–
|
|
|
16
|
Stancorp Investment Advisers
Portland,
Oregon
|
$187K
|
+$193K
|
+1,955
|
New
|
|
|
17
|
American International Group
New York
|
$147K
|
+$7.8K
|
+79
|
+5%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$80K
|
+$83K
|
+840
|
New
|
|
|
19
|
Tortoise Investment Management
White Plains,
New York
|
$58K
|
-$15.7K
|
-159
|
-21%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$35K
|
–
|
–
|
–
|
|
|
21
|
WFG Advisors
Dallas,
Texas
|
$27K
|
+$5.04K
|
+51
|
+22%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.86M
|
-17,846
|
Closed
|
|
|
23
|
|
–
|
-$1.18M
|
-11,378
|
Closed
|
|
|
24
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$429K
|
-4,124
|
Closed
|
|
|
25
|
Virtu KCG Holdings
New York
|
–
|
-$255K
|
-2,448
|
Closed
|
|
