|
1
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$23.3M
|
+$637K
|
+9,746
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$14.4M
|
-$1.28M
|
-19,568
|
-8%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$13.4M
|
+$113K
|
+1,735
|
+0.9%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$12.3M
|
+$695K
|
+10,621
|
+6%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.2M
|
+$101K
|
+1,538
|
+0.9%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.4M
|
-$533K
|
-8,153
|
-5%
|
|
|
7
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$9.41M
|
+$208K
|
+3,173
|
+2%
|
|
|
8
|
|
$5.26M
|
-$1.98M
|
-30,264
|
-28%
|
|
|
9
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$4.75M
|
-$66.8K
|
-1,021
|
-1%
|
|
|
10
|
Ascension Capital Advisors
Houston,
Texas
|
$4.72M
|
+$686K
|
+10,492
|
+18%
|
|
|
11
|
Ascension Asset Management
New York
|
$4.72M
|
+$4.55M
|
+69,559
|
New
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$4.34M
|
-$1.35M
|
-20,582
|
-24%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$3.25M
|
-$224K
|
-3,418
|
-7%
|
|
|
14
|
American Portfolios Advisors
Holbrook,
New York
|
$2.6M
|
-$180K
|
-2,759
|
-7%
|
|
|
15
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$2.45M
|
-$281K
|
-4,298
|
-11%
|
|
|
16
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.44M
|
+$19.6K
|
+300
|
+0.8%
|
|
|
17
|
Brown Advisory
Baltimore,
Maryland
|
$2.44M
|
+$1.06M
|
+16,160
|
+82%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$2.42M
|
+$96.5K
|
+1,476
|
+4%
|
|
|
19
|
CX Institutional
Auburn,
Indiana
|
$2.24M
|
+$2.16M
|
+33,044
|
New
|
|
|
20
|
Boston Financial Management
Boston,
Massachusetts
|
$1.74M
|
–
|
–
|
–
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.71M
|
-$452K
|
-6,904
|
-21%
|
|
|
22
|
Taconic Capital Advisors
New York
|
$1.7M
|
+$1.64M
|
+25,000
|
New
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.18M
|
-$38.1K
|
-582
|
-3%
|
|
|
24
|
Courage Miller Partners
Norfolk,
Virginia
|
$1.13M
|
-$21.1K
|
-322
|
-2%
|
|
|
25
|
RVW Wealth
Los Angeles,
California
|
$1M
|
+$196K
|
+2,992
|
New
|
|
