|
1
|
Bank of America
Charlotte,
North Carolina
|
$10.4M
|
-$7.97M
|
-330,647
|
-43%
|
|
|
2
|
Estate Counselors
Thiensville,
Wisconsin
|
$7.52M
|
+$7.49M
|
+310,900
|
New
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$7.08M
|
+$41.1K
|
+1,707
|
+0.6%
|
|
|
4
|
|
$6.77M
|
-$374K
|
-15,525
|
-5%
|
|
|
5
|
BB&T Securities
Richmond,
Virginia
|
$6.47M
|
+$39K
|
+1,616
|
+0.6%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$5.99M
|
+$1.28M
|
+52,975
|
+27%
|
|
|
7
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$4.54M
|
+$4.43M
|
+183,761
|
New
|
|
|
8
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$1.72M
|
+$1.72M
|
+71,169
|
New
|
|
|
9
|
Naples Global Advisors
Naples,
Florida
|
$1.49M
|
+$238K
|
+9,875
|
+19%
|
|
|
10
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$1.39M
|
+$1.39M
|
+57,525
|
New
|
|
|
11
|
Tortoise Investment Management
White Plains,
New York
|
$1.31M
|
-$683K
|
-28,355
|
-34%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.26M
|
+$472K
|
+19,567
|
+60%
|
|
|
13
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$1.22M
|
+$4.75K
|
+197
|
+0.4%
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$1.22M
|
-$107K
|
-4,451
|
-8%
|
|
|
15
|
Bank of New York Mellon
New York
|
$1.2M
|
+$146K
|
+6,078
|
+14%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$993K
|
-$35.3K
|
-1,464
|
-3%
|
|
|
17
|
Eagle Global Advisors
Houston,
Texas
|
$930K
|
-$118K
|
-4,903
|
-11%
|
|
|
18
|
First National Corp
Rockland,
Massachusetts
|
$809K
|
+$806K
|
+33,433
|
New
|
|
|
19
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$804K
|
+$16.1K
|
+666
|
+2%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$769K
|
+$64K
|
+2,654
|
+9%
|
|
|
21
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$763K
|
-$148K
|
-6,146
|
-16%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$744K
|
+$741K
|
+30,745
|
New
|
|
|
23
|
Dean Investment Associates
Beavercreek,
Ohio
|
$692K
|
–
|
–
|
–
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$635K
|
-$271K
|
-11,233
|
-30%
|
|
|
25
|
Occidental Asset Management
Burlingame,
California
|
$623K
|
–
|
–
|
–
|
|
