|
1
|
Wells Fargo
San Francisco,
California
|
$39.6M
|
+$1M
|
+16,274
|
+3%
|
|
|
2
|
|
$30.6M
|
-$389K
|
-6,322
|
-1%
|
|
|
3
|
PineBridge Investments
New York
|
$17M
|
–
|
–
|
–
|
|
|
4
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$10.4M
|
+$5.09M
|
+82,803
|
+99%
|
|
|
5
|
|
$10.3M
|
-$2.57M
|
-41,857
|
-20%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$9.13M
|
+$79.5K
|
+1,294
|
+0.9%
|
|
|
7
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$7.41M
|
+$1.06M
|
+17,257
|
+17%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$5.88M
|
+$1.66M
|
+27,024
|
+40%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.96M
|
+$30.2K
|
+492
|
+0.6%
|
|
|
10
|
Morningstar Investment Services
Chicago,
Illinois
|
$4.69M
|
+$331K
|
+5,391
|
+8%
|
|
|
11
|
SignalPoint Asset Management
Springfield,
Missouri
|
$3.83M
|
-$161K
|
-2,617
|
-4%
|
|
|
12
|
Aviance Capital Management
Sarasota,
Florida
|
$2.63M
|
-$589K
|
-9,581
|
-19%
|
|
|
13
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$2.16M
|
-$21.8K
|
-354
|
-1%
|
|
|
14
|
|
$1.64M
|
+$601K
|
+9,784
|
+59%
|
|
|
15
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$1.43M
|
+$166K
|
+2,699
|
+13%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$1.01M
|
-$9.03K
|
-147
|
-0.9%
|
|
|
17
|
Arthur Zaske & Associates
Bingham Farms,
Michigan
|
$1.01M
|
–
|
–
|
–
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$989K
|
-$246
|
-4
|
-0%
|
|
|
19
|
|
$975K
|
+$564K
|
+9,181
|
+142%
|
|
|
20
|
Insight 2811 Inc
Chicago,
Illinois
|
$957K
|
-$162K
|
-2,631
|
-15%
|
|
|
21
|
Wintrust Investments
Chicago,
Illinois
|
$939K
|
+$106K
|
+1,726
|
+13%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$825K
|
+$637K
|
+10,373
|
+363%
|
|
|
23
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$801K
|
+$356K
|
+5,800
|
+82%
|
|
|
24
|
Coldstream Capital Management
Bellevue,
Washington
|
$777K
|
-$298K
|
-4,842
|
-28%
|
|
|
25
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$697K
|
+$45.6K
|
+742
|
+7%
|
|
