|
1
|
|
$11.4M
|
+$2.07M
|
+97,686
|
+22%
|
|
|
2
|
GM Advisory Group
Melville,
New York
|
$8.91M
|
+$454K
|
+21,422
|
+5%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$6.35M
|
+$1.09M
|
+51,622
|
+21%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$6.12M
|
+$961K
|
+45,356
|
+19%
|
|
|
5
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$4.75M
|
-$303K
|
-14,315
|
-6%
|
|
|
6
|
|
$4.29M
|
+$194K
|
+9,165
|
+5%
|
|
|
7
|
Linscomb Wealth
Houston,
Texas
|
$4.07M
|
-$71.4K
|
-3,373
|
-2%
|
|
|
8
|
Raub Brock Capital Management
Larkspur,
California
|
$3.65M
|
+$143K
|
+6,760
|
+4%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$3.06M
|
+$1.48M
|
+69,819
|
+93%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.01M
|
+$1.5M
|
+70,883
|
+99%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$2.6M
|
+$784K
|
+37,018
|
+43%
|
|
|
12
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.34M
|
+$152K
|
+7,180
|
+7%
|
|
|
13
|
Empirical Wealth Management
Seattle,
Washington
|
$2.32M
|
+$190K
|
+8,980
|
+9%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.06M
|
-$192K
|
-9,061
|
-8%
|
|
|
15
|
Courage Miller Partners
Norfolk,
Virginia
|
$1.68M
|
+$146K
|
+6,912
|
+10%
|
|
|
16
|
Bluefin Capital Management
New York
|
$1.52M
|
-$330K
|
-15,592
|
-18%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.04M
|
+$448K
|
+21,156
|
+75%
|
|
|
18
|
Baird
Milwaukee,
Wisconsin
|
$581K
|
+$320K
|
+15,125
|
+121%
|
|
|
19
|
ACG Wealth
Atlanta,
Georgia
|
$567K
|
+$3.75K
|
+177
|
+0.7%
|
|
|
20
|
|
$540K
|
+$543K
|
+25,633
|
New
|
|
|
21
|
Old National Bancorp
Evansville,
Indiana
|
$534K
|
–
|
–
|
–
|
|
|
22
|
|
$434K
|
+$65.1K
|
+3,074
|
+18%
|
|
|
23
|
Stringer Asset Management
Memphis,
Tennessee
|
$397K
|
+$384K
|
+18,118
|
+2,545%
|
|
|
24
|
Cadence Bank NA
Houston,
Texas
|
$353K
|
-$11.5K
|
-543
|
-3%
|
|
|
25
|
Lehman Financial Resources
Media,
Pennsylvania
|
$102K
|
–
|
–
|
–
|
|
