|
1
|
Wells Fargo
San Francisco,
California
|
$121M
|
-$65.6M
|
-4,852,310
|
-36%
|
|
|
2
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$9M
|
-$757K
|
-55,967
|
-8%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.88M
|
+$1.52M
|
+112,514
|
+21%
|
|
|
4
|
Wolverine Trading
Chicago,
Illinois
|
$4.03M
|
+$3.48M
|
+257,025
|
+668%
|
|
|
5
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$3.32M
|
+$2.53M
|
+186,805
|
+336%
|
|
|
6
|
Avantax Advisory Services
Dallas,
Texas
|
$3.12M
|
+$3.09M
|
+228,230
|
New
|
|
|
7
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$2.2M
|
-$185K
|
-13,667
|
-8%
|
|
|
8
|
WESCAP Management Group
Glendale,
California
|
$1.88M
|
-$154K
|
-11,374
|
-8%
|
|
|
9
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$785K
|
-$24.2K
|
-1,786
|
-3%
|
|
|
10
|
Eagle Global Advisors
Houston,
Texas
|
$669K
|
-$7.44M
|
-549,910
|
-92%
|
|
|
11
|
Raymond James Trust
St. Petersburg,
Florida
|
$615K
|
–
|
–
|
–
|
|
|
12
|
Certuity
North Palm Beach,
Florida
|
$568K
|
+$561K
|
+41,507
|
New
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$468K
|
+$463K
|
+34,215
|
New
|
|
|
14
|
|
$466K
|
-$19.7K
|
-1,458
|
-4%
|
|
|
15
|
Merit Financial Group
Alpharetta,
Georgia
|
$413K
|
+$408K
|
+30,132
|
New
|
|
|
16
|
Vicus Capital
State College,
Pennsylvania
|
$344K
|
+$15K
|
+1,112
|
+5%
|
|
|
17
|
MAI Capital Management
Independence,
Ohio
|
$293K
|
-$800K
|
-59,128
|
-73%
|
|
|
18
|
West Bancorporation
West Des Moines,
Iowa
|
$292K
|
+$288K
|
+21,320
|
New
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$269K
|
-$14.4K
|
-1,065
|
-5%
|
|
|
20
|
M Holdings Securities
Portland,
Oregon
|
$219K
|
-$105K
|
-7,761
|
-33%
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$191K
|
-$459K
|
-33,896
|
-71%
|
|
|
22
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$179K
|
+$188K
|
+13,875
|
New
|
|
|
23
|
Capital Planning Advisors
Roseville,
California
|
$169K
|
–
|
–
|
–
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$141K
|
-$843K
|
-62,284
|
-86%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$129K
|
+$127K
|
+9,400
|
New
|
|
