|
1
|
Wells Fargo
San Francisco,
California
|
$175M
|
+$23.2M
|
+1,463,329
|
+15%
|
|
|
2
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$11.4M
|
+$540K
|
+34,071
|
+5%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.42M
|
+$2M
|
+126,260
|
+37%
|
|
|
4
|
Aspiriant LLC
Los Angeles,
California
|
$7.19M
|
-$1.67M
|
-105,477
|
-19%
|
|
|
5
|
Eagle Global Advisors
Houston,
Texas
|
$6.76M
|
+$283K
|
+17,870
|
+4%
|
|
|
6
|
WESCAP Management Group
Glendale,
California
|
$3.02M
|
-$303K
|
-19,076
|
-9%
|
|
|
7
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$2.2M
|
-$1.05M
|
-66,323
|
-32%
|
|
|
8
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$1.8M
|
–
|
–
|
–
|
|
|
9
|
MAI Capital Management
Independence,
Ohio
|
$1.27M
|
+$1.28M
|
+80,519
|
New
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.15M
|
-$885K
|
-55,790
|
-43%
|
|
|
11
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$1.06M
|
-$110K
|
-6,939
|
-9%
|
|
|
12
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1.03M
|
-$88.4K
|
-5,576
|
-8%
|
|
|
13
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$632K
|
-$23.8K
|
-1,500
|
-4%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$562K
|
+$31.7K
|
+2,000
|
+6%
|
|
|
15
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$475K
|
-$46K
|
-2,900
|
-9%
|
|
|
16
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$466K
|
-$153K
|
-9,631
|
-25%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$388K
|
-$688K
|
-43,383
|
-64%
|
|
|
18
|
M Holdings Securities
Portland,
Oregon
|
$367K
|
+$15.2K
|
+956
|
+4%
|
|
|
19
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$297K
|
-$36.6K
|
-2,306
|
-11%
|
|
|
20
|
Wolverine Trading
Chicago,
Illinois
|
$288K
|
-$930K
|
-58,610
|
-76%
|
|
|
21
|
|
$286K
|
+$288K
|
+18,164
|
New
|
|
|
22
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$275K
|
–
|
–
|
–
|
|
|
23
|
Alexandria Capital
Arlington,
Virginia
|
$242K
|
+$11.7K
|
+737
|
+5%
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$219K
|
-$3.63K
|
-229
|
-2%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$212K
|
-$904
|
-57
|
-0.4%
|
|
