|
1
|
Wells Fargo
San Francisco,
California
|
$43.3M
|
+$3.13M
|
+49,552
|
+8%
|
|
|
2
|
|
$32.8M
|
+$1.67M
|
+26,449
|
+5%
|
|
|
3
|
PineBridge Investments
New York
|
$14M
|
-$3.27M
|
-51,782
|
-19%
|
|
|
4
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$10.8M
|
+$233K
|
+3,690
|
+2%
|
|
|
5
|
|
$10M
|
-$508K
|
-8,048
|
-5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$9.81M
|
+$534K
|
+8,461
|
+6%
|
|
|
7
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$8.45M
|
+$918K
|
+14,542
|
+12%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$8.16M
|
+$7.1M
|
+112,507
|
+691%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$6.89M
|
+$914K
|
+14,491
|
+15%
|
|
|
10
|
Morningstar Investment Services
Chicago,
Illinois
|
$5.36M
|
+$596K
|
+9,450
|
+13%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.94M
|
-$99.1K
|
-1,571
|
-2%
|
|
|
12
|
Financial Management Professionals
Austin,
Texas
|
$3.21M
|
+$3.19M
|
+50,604
|
New
|
|
|
13
|
Aviance Capital Management
Sarasota,
Florida
|
$2.37M
|
-$298K
|
-4,729
|
-11%
|
|
|
14
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$2.19M
|
+$1.2K
|
+19
|
+0.1%
|
|
|
15
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$2.1M
|
+$646K
|
+10,239
|
+45%
|
|
|
16
|
American Financial Network Advisory Services
Calabasas,
California
|
$1.54M
|
+$1.54M
|
+24,367
|
New
|
|
|
17
|
SignalPoint Asset Management
Springfield,
Missouri
|
$1.33M
|
-$2.55M
|
-40,471
|
-66%
|
|
|
18
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.32M
|
+$505K
|
+8,000
|
+62%
|
|
|
19
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.07M
|
+$1.07M
|
+16,919
|
New
|
|
|
20
|
Arthur Zaske & Associates
Bingham Farms,
Michigan
|
$1.03M
|
–
|
–
|
–
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.01M
|
+$6.06K
|
+96
|
+0.6%
|
|
|
22
|
Insight 2811 Inc
Chicago,
Illinois
|
$1M
|
+$32.1K
|
+508
|
+3%
|
|
|
23
|
|
$766K
|
-$224K
|
-3,547
|
-23%
|
|
|
24
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$752K
|
+$41K
|
+650
|
+6%
|
|
|
25
|
Coldstream Capital Management
Bellevue,
Washington
|
$526K
|
-$263K
|
-4,170
|
-33%
|
|
