|
1
|
Bramshill Investments
Naples,
Florida
|
$50.9M
|
+$48.6M
|
+1,323,149
|
New
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$26.9M
|
+$24.5M
|
+666,880
|
+1,877%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$14M
|
+$56.5K
|
+1,538
|
+0.4%
|
|
|
4
|
Geneos Wealth Management
Englewood,
Colorado
|
$5.29M
|
+$5.06M
|
+137,736
|
+43,043%
|
|
|
5
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$4.79M
|
-$110K
|
-3,000
|
-2%
|
|
|
6
|
Kingfisher Capital
Charlotte,
North Carolina
|
$3.75M
|
+$387K
|
+10,543
|
+12%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$3.09M
|
-$15.5K
|
-423
|
-0.5%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.94M
|
+$2.81M
|
+76,600
|
New
|
|
|
9
|
Advisornet Financial
Minnetonka,
Minnesota
|
$2.31M
|
-$31.1K
|
-848
|
-1%
|
|
|
10
|
Verity Asset Management
Durham,
North Carolina
|
$2.1M
|
-$471K
|
-12,832
|
-19%
|
|
|
11
|
|
$2.08M
|
+$46.4K
|
+1,263
|
+2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$2.06M
|
+$1.96M
|
+53,476
|
+20,333%
|
|
|
13
|
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
$1.91M
|
–
|
–
|
–
|
|
|
14
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$1.73M
|
+$66.1K
|
+1,800
|
+4%
|
|
|
15
|
SSI Investment Management
Los Angeles,
California
|
$1.44M
|
–
|
–
|
–
|
|
|
16
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.15M
|
–
|
–
|
–
|
|
|
17
|
Front Street Capital Management
Missoula,
Montana
|
$1.03M
|
-$165K
|
-4,500
|
-14%
|
|
|
18
|
IPG Investment Advisors
San Diego,
California
|
$1M
|
-$15.6K
|
-425
|
-2%
|
|
|
19
|
Endurance Wealth Management
Providence,
Rhode Island
|
$843K
|
–
|
–
|
–
|
|
|
20
|
Southport Capital Management
Chattanooga,
Tennessee
|
$822K
|
-$53.4K
|
-1,455
|
-6%
|
|
|
21
|
Alpha Cubed Investments
Irvine,
California
|
$760K
|
+$689K
|
+18,746
|
New
|
|
|
22
|
Holderness Investments Company
Greensboro,
North Carolina
|
$758K
|
-$10.8K
|
-295
|
-1%
|
|
|
23
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$746K
|
+$715K
|
+19,452
|
New
|
|
|
24
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$729K
|
-$3.67K
|
-100
|
-0.5%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$699K
|
+$132K
|
+3,593
|
+25%
|
|
