|
1
|
Wells Fargo
San Francisco,
California
|
$112M
|
-$8.43M
|
-529,754
|
-6%
|
|
|
2
|
Aspiriant LLC
Los Angeles,
California
|
$18M
|
+$9.43M
|
+592,818
|
+86%
|
|
|
3
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$10.8M
|
-$2.51M
|
-157,606
|
-17%
|
|
|
4
|
Eagle Global Advisors
Houston,
Texas
|
$6.7M
|
-$7.65M
|
-480,928
|
-50%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.26M
|
+$2.55M
|
+160,578
|
+112%
|
|
|
6
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$3.47M
|
+$1.76M
|
+110,677
|
+81%
|
|
|
7
|
WESCAP Management Group
Glendale,
California
|
$3.05M
|
+$207
|
+13
|
+0%
|
|
|
8
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$1.6M
|
+$1.81M
|
+114,000
|
New
|
|
|
9
|
|
$1.44M
|
+$1.33M
|
+83,474
|
+427%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$1.19M
|
+$1.35M
|
+84,951
|
New
|
|
|
11
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1.06M
|
-$44.5K
|
-2,798
|
-4%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.04M
|
+$980K
|
+61,618
|
+493%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$721K
|
-$631K
|
-39,662
|
-44%
|
|
|
14
|
IberiaBank
Lafayette,
Louisiana
|
$707K
|
-$34.2K
|
-2,151
|
-4%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$620K
|
+$12.2K
|
+767
|
+2%
|
|
|
16
|
MRA Associates USA
Phoenix,
Arizona
|
$613K
|
+$697K
|
+43,795
|
New
|
|
|
17
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$599K
|
+$681K
|
+42,800
|
New
|
|
|
18
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$504K
|
+$573K
|
+36,010
|
New
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$422K
|
+$5.57K
|
+350
|
+1%
|
|
|
20
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$300K
|
-$92K
|
-5,783
|
-21%
|
|
|
21
|
Vicus Capital
State College,
Pennsylvania
|
$298K
|
-$46.6K
|
-2,929
|
-12%
|
|
|
22
|
M Holdings Securities
Portland,
Oregon
|
$292K
|
-$65.4K
|
-4,109
|
-16%
|
|
|
23
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$244K
|
–
|
–
|
–
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$200K
|
+$12.4K
|
+782
|
+6%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$193K
|
-$22.4K
|
-1,406
|
-9%
|
|
