|
1
|
Wells Fargo
San Francisco,
California
|
$200M
|
+$38.7M
|
+2,542,406
|
+23%
|
|
|
2
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$10.5M
|
-$200K
|
-13,141
|
-2%
|
|
|
3
|
Eagle Global Advisors
Houston,
Texas
|
$8.78M
|
+$2.59M
|
+170,000
|
+40%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.87M
|
+$987K
|
+64,863
|
+14%
|
|
|
5
|
Aspiriant LLC
Los Angeles,
California
|
$3.21M
|
-$3.61M
|
-237,456
|
-52%
|
|
|
6
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$2.55M
|
+$523K
|
+34,408
|
+25%
|
|
|
7
|
WESCAP Management Group
Glendale,
California
|
$2.19M
|
-$654K
|
-42,963
|
-22%
|
|
|
8
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$1.67M
|
–
|
–
|
–
|
|
|
9
|
MAI Capital Management
Independence,
Ohio
|
$1.18M
|
–
|
–
|
–
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.06M
|
-$9.13K
|
-600
|
-0.8%
|
|
|
11
|
|
$871K
|
+$903K
|
+59,343
|
New
|
|
|
12
|
|
$870K
|
+$903K
|
+59,334
|
New
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$868K
|
-$98.5K
|
-6,475
|
-10%
|
|
|
14
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$816K
|
-$181K
|
-11,919
|
-18%
|
|
|
15
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$702K
|
+$278K
|
+18,249
|
+62%
|
|
|
16
|
Raymond James Trust
St. Petersburg,
Florida
|
$659K
|
+$684K
|
+44,935
|
New
|
|
|
17
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$628K
|
+$41.1K
|
+2,700
|
+7%
|
|
|
18
|
Wolverine Trading
Chicago,
Illinois
|
$562K
|
+$307K
|
+20,187
|
+110%
|
|
|
19
|
|
$521K
|
+$263K
|
+17,317
|
+95%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$479K
|
-$44.1K
|
-2,900
|
-8%
|
|
|
21
|
Vicus Capital
State College,
Pennsylvania
|
$352K
|
+$189K
|
+12,401
|
+107%
|
|
|
22
|
M Holdings Securities
Portland,
Oregon
|
$349K
|
+$7.49K
|
+492
|
+2%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$304K
|
-$59.6K
|
-3,918
|
-16%
|
|
|
24
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$273K
|
-$3.42K
|
-225
|
-1%
|
|
|
25
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$256K
|
–
|
–
|
–
|
|
