|
1
|
Bank of America
Charlotte,
North Carolina
|
$56.4M
|
-$1.52M
|
-38,176
|
-3%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$47.7M
|
-$12.2M
|
-306,860
|
-21%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$41.6M
|
+$4.93M
|
+123,872
|
+14%
|
|
|
4
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$35M
|
+$1.7M
|
+42,814
|
+5%
|
|
|
5
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$7.82M
|
-$101K
|
-2,530
|
-1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$7.67M
|
-$475K
|
-11,922
|
-6%
|
|
|
7
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$5.77M
|
+$116K
|
+2,918
|
+2%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$3.98M
|
+$3.27M
|
+82,023
|
+498%
|
|
|
9
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$3.32M
|
+$120K
|
+3,008
|
+4%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.18M
|
-$3.02M
|
-75,875
|
-49%
|
|
|
11
|
GM Advisory Group
Melville,
New York
|
$2.72M
|
+$2.55M
|
+64,160
|
New
|
|
|
12
|
Cambria Investment Management
Manhattan Beach,
California
|
$1.97M
|
-$88.1K
|
-2,212
|
-4%
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.65M
|
+$21.1K
|
+529
|
+1%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$940K
|
+$99.1K
|
+2,490
|
+12%
|
|
|
15
|
|
$905K
|
-$422K
|
-10,608
|
-32%
|
|
|
16
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$762K
|
+$5.97K
|
+150
|
+0.8%
|
|
|
17
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$679K
|
+$669K
|
+16,800
|
New
|
|
|
18
|
Gupta Wealth Management
San Diego,
California
|
$631K
|
-$10.9K
|
-275
|
-2%
|
|
|
19
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$616K
|
+$607K
|
+15,238
|
New
|
|
|
20
|
Frontier Wealth Management
Kansas City,
Missouri
|
$603K
|
+$32.4K
|
+814
|
+6%
|
|
|
21
|
Courier Capital
Buffalo,
New York
|
$360K
|
–
|
–
|
–
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$334K
|
+$19.3K
|
+485
|
+6%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$316K
|
-$2.71M
|
-67,982
|
-90%
|
|
|
24
|
MSI Financial Services
Springfield,
Massachusetts
|
$293K
|
-$38.9K
|
-978
|
-12%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$267K
|
+$263K
|
+6,610
|
New
|
|
