|
1
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$21.5M
|
-$2.36M
|
-31,832
|
-10%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$19.9M
|
+$10.3M
|
+138,402
|
+108%
|
|
|
3
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$16M
|
+$4.06M
|
+54,779
|
+34%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$15.9M
|
+$1.63M
|
+21,933
|
+11%
|
|
|
5
|
|
$10.6M
|
-$2.51M
|
-33,873
|
-19%
|
|
|
6
|
Aviance Capital Management
Sarasota,
Florida
|
$10.5M
|
-$20M
|
-270,294
|
-66%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$10.1M
|
-$530K
|
-7,151
|
-5%
|
|
|
8
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$9.81M
|
+$9.75M
|
+131,555
|
New
|
|
|
9
|
Choate Investment Advisors
Boston,
Massachusetts
|
$8.72M
|
+$3.36M
|
+45,302
|
+63%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$8.68M
|
+$64K
|
+864
|
+0.7%
|
|
|
11
|
|
$7.82M
|
-$5.28M
|
-71,182
|
-40%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$7.79M
|
-$3.86M
|
-52,074
|
-33%
|
|
|
13
|
KeyBank National Association
Cleveland,
Ohio
|
$7.12M
|
+$764K
|
+10,307
|
+12%
|
|
|
14
|
Regis Management Company
Menlo Park,
California
|
$5.74M
|
-$74K
|
-998
|
-1%
|
|
|
15
|
Financial Enhancement Group
Anderson,
Indiana
|
$3.88M
|
+$473K
|
+6,381
|
+14%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$3.55M
|
-$9.87M
|
-133,201
|
-74%
|
|
|
17
|
Versant Capital Management
Phoenix,
Arizona
|
$3.51M
|
+$246K
|
+3,313
|
+8%
|
|
|
18
|
|
$1.56M
|
+$1.55M
|
+20,934
|
New
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.16M
|
-$573K
|
-7,729
|
-33%
|
|
|
20
|
Sage Advisory Services
Austin,
Texas
|
$906K
|
+$901K
|
+12,151
|
New
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$894K
|
-$148
|
-2
|
-0%
|
|
|
22
|
Berkeley Capital Partners
Milton,
Georgia
|
$876K
|
+$42.1K
|
+568
|
+5%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$766K
|
-$2.58M
|
-34,853
|
-77%
|
|
|
24
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$733K
|
+$102K
|
+1,382
|
+16%
|
|
|
25
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$703K
|
-$48K
|
-648
|
-6%
|
|
