|
1
|
Bank of America
Charlotte,
North Carolina
|
$76.1M
|
-$5.21M
|
-302,523
|
-7%
|
|
|
2
|
|
$54.3M
|
+$193K
|
+11,193
|
+0.4%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$41.6M
|
-$906K
|
-52,547
|
-2%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$36.2M
|
-$491K
|
-28,493
|
-1%
|
|
|
5
|
Darwin Wealth Management
Tampa,
Florida
|
$27.1M
|
-$5.37M
|
-311,370
|
-17%
|
|
|
6
|
UBP Investment Advisors
Geneva,
Switzerland
|
$15.4M
|
+$2.81M
|
+162,837
|
+23%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$14.7M
|
+$14.5M
|
+838,691
|
New
|
|
|
8
|
Waverton Investment Management
London,
United Kingdom
|
$12.1M
|
+$1.69M
|
+98,100
|
+17%
|
|
|
9
|
Parametric Portfolio Associates
Seattle,
Washington
|
$11.5M
|
+$535K
|
+31,019
|
+5%
|
|
|
10
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$10.9M
|
+$2.54M
|
+147,289
|
+31%
|
|
|
11
|
Cypress Capital
Franklin,
Tennessee
|
$10.6M
|
+$546K
|
+31,658
|
+6%
|
|
|
12
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$10.4M
|
+$147K
|
+8,552
|
+1%
|
|
|
13
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$10.3M
|
+$10.1M
|
+586,973
|
New
|
|
|
14
|
Hudock Inc
Williamsport,
Pennsylvania
|
$10.3M
|
-$419K
|
-24,296
|
-4%
|
|
|
15
|
Allen Capital Group
Grand Island,
Nebraska
|
$10.2M
|
-$398K
|
-23,113
|
-4%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$9.83M
|
+$103K
|
+5,951
|
+1%
|
|
|
17
|
Franklin Resources
San Mateo,
California
|
$7.84M
|
-$154K
|
-8,960
|
-2%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.82M
|
-$55.3K
|
-3,210
|
-0.7%
|
|
|
19
|
Empowered Funds
Havertown,
Pennsylvania
|
$7.25M
|
+$7.12M
|
+413,068
|
New
|
|
|
20
|
LPL Financial
San Diego,
California
|
$6.15M
|
+$220K
|
+12,752
|
+4%
|
|
|
21
|
Mountain Lake Investment Management
Boca Raton,
Florida
|
$6.15M
|
+$5.09M
|
+295,000
|
+536%
|
|
|
22
|
|
$5.61M
|
+$1.69M
|
+98,318
|
+45%
|
|
|
23
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$5.6M
|
+$759K
|
+44,047
|
+16%
|
|
|
24
|
swisspartners
Vaduz,
Liechtenstein
|
$5.43M
|
–
|
–
|
–
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.16M
|
+$578K
|
+33,514
|
+13%
|
|
