|
1
|
Wells Fargo
San Francisco,
California
|
$73.9M
|
+$16.3M
|
+235,754
|
+29%
|
|
|
2
|
|
$35.8M
|
+$2.83M
|
+40,971
|
+9%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$24.5M
|
+$530K
|
+7,675
|
+2%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$11.7M
|
+$4.16M
|
+60,297
|
+56%
|
|
|
5
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$8.29M
|
+$1.88M
|
+27,242
|
+29%
|
|
|
6
|
Gradient Investments
Arden Hills,
Minnesota
|
$7.08M
|
+$901K
|
+13,042
|
+15%
|
|
|
7
|
Harvest Capital Management
Concord,
New Hampshire
|
$6.57M
|
+$342K
|
+4,949
|
+5%
|
|
|
8
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$5.98M
|
-$589K
|
-8,529
|
-9%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$5.87M
|
+$1.49M
|
+21,591
|
+34%
|
|
|
10
|
Maryland Capital Management
Towson,
Maryland
|
$5.49M
|
+$44.4K
|
+643
|
+0.8%
|
|
|
11
|
Venturi Wealth Management
Austin,
Texas
|
$4.04M
|
-$73.6K
|
-1,065
|
-2%
|
|
|
12
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$2.14M
|
-$752K
|
-10,885
|
-26%
|
|
|
13
|
Prospera Financial Services
Dallas,
Texas
|
$1.16M
|
+$335K
|
+4,850
|
+41%
|
|
|
14
|
|
$1.07M
|
+$60.9K
|
+882
|
+6%
|
|
|
15
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$855K
|
+$10.1K
|
+146
|
+1%
|
|
|
16
|
Millennium Management
New York
|
$739K
|
+$171K
|
+2,470
|
+30%
|
|
|
17
|
|
$726K
|
+$1.17K
|
+17
|
+0.2%
|
|
|
18
|
Lattice Strategies
Wayne,
Pennsylvania
|
$709K
|
+$21.9K
|
+317
|
+3%
|
|
|
19
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$702K
|
+$5.18K
|
+75
|
+0.8%
|
|
|
20
|
Virtu KCG Holdings
New York
|
$610K
|
+$1.1K
|
+16
|
+0.2%
|
|
|
21
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$570K
|
+$139K
|
+2,008
|
+33%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$546K
|
-$5.32K
|
-77
|
-1%
|
|
|
23
|
Pinnacle Associates
New York
|
$514K
|
-$14.4K
|
-208
|
-3%
|
|
|
24
|
Carret Asset Management
New York
|
$466K
|
+$7.46K
|
+108
|
+2%
|
|
|
25
|
Stephens Inc
Little Rock,
Arkansas
|
$456K
|
–
|
–
|
–
|
|
