|
1
|
|
$108M
|
-$8.84M
|
-469,398
|
-8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$74.6M
|
+$4.75M
|
+252,504
|
+7%
|
|
|
3
|
Parametric Portfolio Associates
Seattle,
Washington
|
$48.9M
|
+$1.62M
|
+85,920
|
+3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$41.2M
|
+$967K
|
+51,382
|
+2%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$29.1M
|
+$198K
|
+10,493
|
+0.7%
|
|
|
6
|
Advisors Asset Management
Monument,
Colorado
|
$28.7M
|
+$931K
|
+49,449
|
+7%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.4M
|
-$790K
|
-41,985
|
-3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$24.2M
|
+$1.31M
|
+69,672
|
+6%
|
|
|
9
|
Cornerstone Advisors
Asheville,
North Carolina
|
$23.6M
|
+$10.4M
|
+551,038
|
+79%
|
|
|
10
|
|
$12.3M
|
-$1.67M
|
-88,816
|
-12%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.6M
|
-$68.5K
|
-3,640
|
-0.6%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$11.1M
|
+$972K
|
+51,642
|
+10%
|
|
|
13
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$8.74M
|
-$569K
|
-30,225
|
-6%
|
|
|
14
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$8.11M
|
+$911K
|
+48,371
|
+13%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.14M
|
-$108K
|
-5,743
|
-2%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$6.62M
|
+$354K
|
+18,795
|
+6%
|
|
|
17
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$6.55M
|
-$1.18M
|
-62,937
|
-15%
|
|
|
18
|
Lazard Asset Management
New York
|
$6.04M
|
–
|
–
|
–
|
|
|
19
|
1607 Capital Partners
Richmond,
Virginia
|
$5.84M
|
-$37.7K
|
-2,000
|
-0.6%
|
|
|
20
|
Waterfront Wealth
Overland Park,
Kansas
|
$5.38M
|
+$655K
|
+34,781
|
+14%
|
|
|
21
|
Rothschild Investment LLC
Chicago,
Illinois
|
$5.12M
|
+$181K
|
+9,594
|
+4%
|
|
|
22
|
Frontier Wealth Management
Kansas City,
Missouri
|
$4.72M
|
+$241K
|
+12,792
|
+5%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.65M
|
-$1.46M
|
-77,358
|
-24%
|
|
|
24
|
Shaker Financial Services
Arlington,
Virginia
|
$4.5M
|
+$187K
|
+9,913
|
+4%
|
|
|
25
|
D.A. Davidson & Co
Great Falls,
Montana
|
$4.23M
|
+$118K
|
+6,267
|
+3%
|
|
