|
1
|
Wells Fargo
San Francisco,
California
|
$57.2M
|
+$14M
|
+150,525
|
+32%
|
|
|
2
|
Wharton Business Group
Malvern,
Pennsylvania
|
$23.1M
|
-$8.81K
|
-95
|
-0%
|
|
|
3
|
|
$12.4M
|
+$1.4M
|
+15,089
|
+12%
|
|
|
4
|
Signet Financial Management
Parsippany,
New Jersey
|
$1.73M
|
-$61.2K
|
-660
|
-3%
|
|
|
5
|
Gradient Investments
Arden Hills,
Minnesota
|
$1.63M
|
+$158K
|
+1,698
|
+11%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.16M
|
-$238K
|
-2,569
|
-17%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.02M
|
+$82.9K
|
+894
|
+9%
|
|
|
8
|
Smith, Moore & Co
Clayton,
Missouri
|
$799K
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$605K
|
-$333K
|
-3,586
|
-35%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$512K
|
+$105K
|
+1,136
|
+25%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$500K
|
-$51.6K
|
-556
|
-9%
|
|
|
12
|
|
$440K
|
+$447K
|
+4,817
|
New
|
|
|
13
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$344K
|
+$349K
|
+3,765
|
New
|
|
|
14
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$231K
|
–
|
–
|
–
|
|
|
15
|
Stancorp Investment Advisers
Portland,
Oregon
|
$214K
|
+$36K
|
+388
|
+20%
|
|
|
16
|
|
$183K
|
-$78.5K
|
-846
|
-30%
|
|
|
17
|
Managed Account Advisors
Jersey City,
New Jersey
|
$160K
|
+$163K
|
+1,756
|
New
|
|
|
18
|
American International Group
New York
|
$98.6K
|
-$42.6K
|
-459
|
-30%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$56K
|
+$22.7K
|
+245
|
+67%
|
|
|
20
|
Tortoise Investment Management
White Plains,
New York
|
$46K
|
-$10K
|
-108
|
-18%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$31K
|
-$46.9K
|
-505
|
-60%
|
|
|
22
|
WFG Advisors
Dallas,
Texas
|
$6K
|
-$20K
|
-216
|
-77%
|
|
|
23
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
–
|
-$498K
|
-4,473
|
Closed
|
|
|
24
|
|
–
|
-$381K
|
-3,979
|
Closed
|
|
