|
1
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$10.5M
|
+$113K
|
+6,561
|
+1%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$9.8M
|
+$1.31M
|
+75,525
|
+15%
|
|
|
3
|
|
$3.54M
|
+$1.14M
|
+65,895
|
+47%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$1.95M
|
-$404K
|
-23,382
|
-17%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.9M
|
+$166K
|
+9,613
|
+10%
|
|
|
6
|
Cetera Advisors
Denver,
Colorado
|
$1.79M
|
+$240K
|
+13,890
|
+15%
|
|
|
7
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.58M
|
-$103K
|
-5,981
|
-6%
|
|
|
8
|
|
$1.58M
|
-$202K
|
-11,674
|
-11%
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.12M
|
+$41K
|
+2,371
|
+4%
|
|
|
10
|
Edge Wealth Management
New York
|
$978K
|
+$120K
|
+6,940
|
+14%
|
|
|
11
|
BB&T Securities
Richmond,
Virginia
|
$975K
|
-$4.12K
|
-238
|
-0.4%
|
|
|
12
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$966K
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$862K
|
+$50.5K
|
+2,919
|
+6%
|
|
|
14
|
First Foundation Advisors
Irvine,
California
|
$782K
|
+$786K
|
+45,439
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$629K
|
-$3.77M
|
-217,851
|
-86%
|
|
|
16
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$483K
|
-$33.9K
|
-1,963
|
-7%
|
|
|
17
|
SeaCrest Wealth Management
Purchase,
New York
|
$452K
|
+$57.4K
|
+3,322
|
+14%
|
|
|
18
|
Fiduciary Group
Savannah,
Georgia
|
$423K
|
-$50.7K
|
-2,935
|
-11%
|
|
|
19
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$286K
|
+$287K
|
+16,597
|
New
|
|
|
20
|
Manchester Financial
Westlake Village,
California
|
$281K
|
–
|
–
|
–
|
|
|
21
|
Ford Financial Group
Fresno,
California
|
$248K
|
+$57.2K
|
+3,309
|
+30%
|
|
|
22
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$232K
|
-$77K
|
-4,452
|
-25%
|
|
|
23
|
ACG Wealth
Atlanta,
Georgia
|
$218K
|
–
|
–
|
–
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$213K
|
+$2.75K
|
+159
|
+1%
|
|
|
25
|
FNY Investment Advisers
New York
|
$91K
|
-$142K
|
-8,214
|
-61%
|
|
