|
1
|
Estate Counselors
Thiensville,
Wisconsin
|
$17.7M
|
-$511K
|
-20,600
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$11.8M
|
+$201K
|
+8,076
|
+2%
|
|
|
3
|
BB&T Securities
Richmond,
Virginia
|
$8.56M
|
+$57.7K
|
+2,324
|
+0.7%
|
|
|
4
|
|
$8.16M
|
+$528K
|
+21,278
|
+7%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$7.28M
|
+$1.3M
|
+52,445
|
+22%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$6.24M
|
-$1.33M
|
-53,437
|
-18%
|
|
|
7
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$5.61M
|
+$299K
|
+12,061
|
+6%
|
|
|
8
|
Tortoise Investment Management
White Plains,
New York
|
$2.97M
|
+$543K
|
+21,855
|
+23%
|
|
|
9
|
Naples Global Advisors
Naples,
Florida
|
$2.52M
|
+$287K
|
+11,555
|
+13%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.46M
|
+$912K
|
+36,738
|
+60%
|
|
|
11
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$2.07M
|
+$83.1K
|
+3,349
|
+4%
|
|
|
12
|
Eagle Global Advisors
Houston,
Texas
|
$1.65M
|
+$331K
|
+13,346
|
+25%
|
|
|
13
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.38M
|
+$306K
|
+12,328
|
+29%
|
|
|
14
|
|
$1.14M
|
+$1.13M
|
+45,641
|
New
|
|
|
15
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$1.1M
|
-$385K
|
-15,487
|
-26%
|
|
|
16
|
Bank of New York Mellon
New York
|
$1.09M
|
-$102K
|
-4,100
|
-9%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$1.06M
|
+$43.7K
|
+1,760
|
+4%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$1.04M
|
+$602K
|
+24,263
|
+141%
|
|
|
19
|
First National Corp
Rockland,
Massachusetts
|
$1.01M
|
+$25K
|
+1,008
|
+3%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$1M
|
+$59.1K
|
+2,381
|
+6%
|
|
|
21
|
Dean Investment Associates
Beavercreek,
Ohio
|
$881K
|
–
|
–
|
–
|
|
|
22
|
Bay Colony Advisors
Concord,
Massachusetts
|
$863K
|
+$654K
|
+26,355
|
+324%
|
|
|
23
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$815K
|
+$78.8K
|
+3,175
|
+11%
|
|
|
24
|
Snowden Capital Advisors
New York
|
$775K
|
+$1.22K
|
+49
|
+0.2%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$709K
|
-$7.95K
|
-320
|
-1%
|
|
