|
1
|
Wells Fargo
San Francisco,
California
|
$155M
|
+$25.9M
|
+1,647,122
|
+21%
|
|
|
2
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$11.1M
|
-$1.24M
|
-78,977
|
-10%
|
|
|
3
|
Aspiriant LLC
Los Angeles,
California
|
$9M
|
-$11.4M
|
-723,910
|
-56%
|
|
|
4
|
Eagle Global Advisors
Houston,
Texas
|
$6.59M
|
-$1.06M
|
-67,380
|
-14%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.53M
|
+$644K
|
+40,947
|
+13%
|
|
|
6
|
WESCAP Management Group
Glendale,
California
|
$3.38M
|
-$109K
|
-6,943
|
-3%
|
|
|
7
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$3.3M
|
-$658K
|
-41,848
|
-17%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.07M
|
+$2M
|
+127,472
|
+8,487%
|
|
|
9
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$1.83M
|
–
|
–
|
–
|
|
|
10
|
Wolverine Trading
Chicago,
Illinois
|
$1.23M
|
+$1.21M
|
+76,882
|
New
|
|
|
11
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$1.19M
|
+$1.17M
|
+74,483
|
New
|
|
|
12
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1.14M
|
-$67.1K
|
-4,266
|
-6%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.09M
|
+$259K
|
+16,503
|
+32%
|
|
|
14
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$667K
|
-$18.9K
|
-1,200
|
-3%
|
|
|
15
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$628K
|
+$402K
|
+25,588
|
+188%
|
|
|
16
|
Capital Planning Advisors
Roseville,
California
|
$586K
|
+$380K
|
+24,200
|
+196%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$537K
|
+$53.5K
|
+3,400
|
+11%
|
|
|
18
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$529K
|
-$46.9K
|
-2,985
|
-8%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$492K
|
-$683K
|
-43,438
|
-59%
|
|
|
20
|
MRA Associates USA
Phoenix,
Arizona
|
$486K
|
-$212K
|
-13,486
|
-31%
|
|
|
21
|
IberiaBank
Lafayette,
Louisiana
|
$399K
|
-$402K
|
-25,585
|
-51%
|
|
|
22
|
M Holdings Securities
Portland,
Oregon
|
$358K
|
+$23.5K
|
+1,497
|
+7%
|
|
|
23
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$339K
|
-$4.28K
|
-272
|
-1%
|
|
|
24
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$279K
|
–
|
–
|
–
|
|
|
25
|
Alexandria Capital
Arlington,
Virginia
|
$234K
|
+$65.6K
|
+4,175
|
+40%
|
|
