|
1
|
Wells Fargo
San Francisco,
California
|
$57.6M
|
+$4.93M
|
+75,581
|
+10%
|
|
|
2
|
|
$32.9M
|
-$1.87M
|
-28,579
|
-6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$24M
|
-$600K
|
-9,191
|
-3%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$7.55M
|
+$2.15M
|
+32,979
|
+44%
|
|
|
5
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$6.58M
|
-$364K
|
-5,570
|
-6%
|
|
|
6
|
Harvest Capital Management
Concord,
New Hampshire
|
$6.56M
|
+$469K
|
+7,182
|
+8%
|
|
|
7
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$6.45M
|
+$93.1K
|
+1,426
|
+2%
|
|
|
8
|
Gradient Investments
Arden Hills,
Minnesota
|
$6.18M
|
+$3.19M
|
+48,877
|
+123%
|
|
|
9
|
Retirement Design & Management
Westport,
Connecticut
|
$5.86M
|
+$5.74K
|
+88
|
+0.1%
|
|
|
10
|
Maryland Capital Management
Towson,
Maryland
|
$5.45M
|
-$79.9K
|
-1,224
|
-2%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$4.37M
|
+$631K
|
+9,661
|
+18%
|
|
|
12
|
Venturi Wealth Management
Austin,
Texas
|
$4.11M
|
+$3.7M
|
+56,657
|
+2,407%
|
|
|
13
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$2.9M
|
-$29.1K
|
-446
|
-1%
|
|
|
14
|
|
$1.01M
|
+$882K
|
+13,505
|
+1,468%
|
|
|
15
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$845K
|
-$23.4K
|
-359
|
-3%
|
|
|
16
|
Prospera Financial Services
Dallas,
Texas
|
$817K
|
+$63.1K
|
+967
|
+9%
|
|
|
17
|
|
$725K
|
-$9.73K
|
-149
|
-1%
|
|
|
18
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$697K
|
+$47.8K
|
+733
|
+8%
|
|
|
19
|
Lattice Strategies
Wayne,
Pennsylvania
|
$687K
|
-$133K
|
-2,032
|
-17%
|
|
|
20
|
Virtu KCG Holdings
New York
|
$610K
|
+$571K
|
+8,744
|
New
|
|
|
21
|
Millennium Management
New York
|
$568K
|
+$163K
|
+2,490
|
+44%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$552K
|
+$57.1K
|
+875
|
+12%
|
|
|
23
|
Pinnacle Associates
New York
|
$529K
|
+$57.6K
|
+883
|
+13%
|
|
|
24
|
Carret Asset Management
New York
|
$458K
|
+$106K
|
+1,625
|
+33%
|
|
|
25
|
Stephens Inc
Little Rock,
Arkansas
|
$456K
|
+$171K
|
+2,625
|
+67%
|
|
