|
1
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$14M
|
+$2.64M
|
+248,760
|
+24%
|
|
|
2
|
|
$5.52M
|
–
|
–
|
–
|
|
|
3
|
Legacy Private Trust
Neenah,
Wisconsin
|
$4.3M
|
-$1.14M
|
-107,150
|
-22%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.52M
|
-$684K
|
-64,530
|
-17%
|
|
|
5
|
Country Club Trust
Kansas City,
Missouri
|
$2.92M
|
-$85.9K
|
-8,100
|
-3%
|
|
|
6
|
|
$2.78M
|
+$10.5K
|
+990
|
+0.4%
|
|
|
7
|
Valentine Capital Asset Management
Danville,
California
|
$2.61M
|
+$18.5K
|
+1,750
|
+0.7%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$2.45M
|
+$220K
|
+20,800
|
+10%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2.39M
|
+$59.6K
|
+5,620
|
+3%
|
|
|
10
|
ProVise Management Group
Clearwater,
Florida
|
$1.55M
|
+$597K
|
+56,350
|
+67%
|
|
|
11
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.19M
|
+$1.15M
|
+108,120
|
New
|
|
|
12
|
Aspiriant Holdings S3
Los Angeles,
California
|
$1.13M
|
-$24.4K
|
-2,300
|
-2%
|
|
|
13
|
Somerset Group
Wayzata,
Minnesota
|
$912K
|
+$423K
|
+39,880
|
+93%
|
|
|
14
|
Gary Goldberg Planning Services
Suffern,
New York
|
$908K
|
-$46.6K
|
-4,400
|
-5%
|
|
|
15
|
Howe & Rusling
Rochester,
New York
|
$859K
|
+$185K
|
+17,450
|
+29%
|
|
|
16
|
|
$838K
|
+$155K
|
+14,640
|
+24%
|
|
|
17
|
Hartford Financial Management
Hartford,
Connecticut
|
$826K
|
+$21.2K
|
+2,000
|
+3%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$796K
|
+$298K
|
+28,130
|
+64%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$636K
|
+$6.04K
|
+570
|
+1%
|
|
|
20
|
Credit Suisse
Zurich,
Switzerland
|
$476K
|
+$457K
|
+43,070
|
New
|
|
|
21
|
|
$354K
|
+$340K
|
+32,040
|
New
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$295K
|
+$283K
|
+26,720
|
New
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$227K
|
+$53K
|
+5,000
|
+32%
|
|
|
24
|
Concert Wealth Management
San Jose,
California
|
$227K
|
+$217K
|
+20,450
|
New
|
|
|
25
|
|
$199K
|
-$166K
|
-15,700
|
-47%
|
|
