|
1
|
Bank of America
Charlotte,
North Carolina
|
$52.4M
|
+$3.31M
|
+123,861
|
+7%
|
|
|
2
|
|
$26.8M
|
+$3.32M
|
+124,176
|
+15%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$11.2M
|
-$216K
|
-8,064
|
-2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$11.1M
|
+$442K
|
+16,532
|
+4%
|
|
|
5
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$2.55M
|
–
|
–
|
–
|
|
|
6
|
Cardan Capital Partners
Denver,
Colorado
|
$2.37M
|
+$109K
|
+4,089
|
+5%
|
|
|
7
|
|
$1.28M
|
+$652K
|
+24,393
|
+115%
|
|
|
8
|
Northern Trust
Chicago,
Illinois
|
$1.24M
|
–
|
–
|
–
|
|
|
9
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.13M
|
–
|
–
|
–
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.02M
|
-$220K
|
-8,239
|
-18%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$963K
|
-$1.26M
|
-47,258
|
-58%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$677K
|
-$20.2K
|
-754
|
-3%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$525K
|
-$37.4K
|
-1,400
|
-7%
|
|
|
14
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$452K
|
–
|
–
|
–
|
|
|
15
|
Covington Capital Management
Los Angeles,
California
|
$403K
|
–
|
–
|
–
|
|
|
16
|
Wharton Business Group
Malvern,
Pennsylvania
|
$322K
|
–
|
–
|
–
|
|
|
17
|
SFE Investment Counsel
Los Angeles,
California
|
$309K
|
+$40.1K
|
+1,500
|
+16%
|
|
|
18
|
William Blair & Company
Chicago,
Illinois
|
$305K
|
–
|
–
|
–
|
|
|
19
|
Fusion Family Wealth
Woodbury,
New York
|
$295K
|
-$692K
|
-25,900
|
-71%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$290K
|
+$275K
|
+10,288
|
New
|
|
|
21
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$260K
|
+$247K
|
+9,235
|
New
|
|
|
22
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$255K
|
–
|
–
|
–
|
|
|
23
|
Capital Investment Advisors
Atlanta,
Georgia
|
$246K
|
+$107
|
+4
|
+0%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$217K
|
+$206K
|
+7,701
|
New
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$167K
|
-$5K
|
-187
|
-3%
|
|
