|
1
|
Bank of America
Charlotte,
North Carolina
|
$327M
|
+$15M
|
+178,240
|
+5%
|
|
|
2
|
RiverFront Investment Group
Richmond,
Virginia
|
$55.1M
|
+$193K
|
+2,304
|
+0.4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$31.9M
|
+$734K
|
+8,746
|
+2%
|
|
|
4
|
|
$25.4M
|
+$1.38M
|
+16,488
|
+6%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.6M
|
+$211K
|
+2,515
|
+1%
|
|
|
6
|
Dowling & Yahnke
San Diego,
California
|
$9.28M
|
-$235K
|
-2,807
|
-2%
|
|
|
7
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$7.97M
|
+$440K
|
+5,239
|
+6%
|
|
|
8
|
Veritable
Wilmington,
Delaware
|
$7.39M
|
-$127K
|
-1,514
|
-2%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$6.34M
|
+$6.34M
|
+75,538
|
New
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$5.68M
|
+$2.5M
|
+29,814
|
+79%
|
|
|
11
|
|
$5.52M
|
-$646K
|
-7,697
|
-10%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$4.84M
|
-$630K
|
-7,512
|
-12%
|
|
|
13
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$4.47M
|
-$30.2K
|
-360
|
-0.7%
|
|
|
14
|
Murphy Capital Management
Bedminster,
New Jersey
|
$3.32M
|
+$234K
|
+2,795
|
+8%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.29M
|
+$110K
|
+1,306
|
+3%
|
|
|
16
|
Hollencrest Capital Management
Newport Beach,
California
|
$3.23M
|
+$3.23M
|
+38,444
|
New
|
|
|
17
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.06M
|
-$63.1K
|
-752
|
-2%
|
|
|
18
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$2.5M
|
–
|
–
|
–
|
|
|
19
|
BB&T Securities
Richmond,
Virginia
|
$2.5M
|
+$41.9K
|
+500
|
+2%
|
|
|
20
|
WBH Advisory
Baltimore,
Maryland
|
$2.41M
|
-$43.9K
|
-523
|
-2%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$2.4M
|
+$803K
|
+9,573
|
+50%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.28M
|
+$23.8K
|
+284
|
+1%
|
|
|
23
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.71M
|
+$3.44K
|
+41
|
+0.2%
|
|
|
24
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$1.56M
|
-$47.9K
|
-571
|
-3%
|
|
|
25
|
Karp Capital Management
Sausalito,
California
|
$1.48M
|
+$107K
|
+1,270
|
+8%
|
|
