|
1
|
Bank of America
Charlotte,
North Carolina
|
$5.75M
|
-$3.08M
|
-58,311
|
-35%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$3.75M
|
+$651K
|
+12,307
|
+21%
|
|
|
3
|
|
$3.72M
|
-$1.71M
|
-32,238
|
-31%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.47M
|
+$2.34M
|
+44,302
|
+207%
|
|
|
5
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.1M
|
-$4.5K
|
-85
|
-0.1%
|
|
|
6
|
|
$2.38M
|
+$1.8M
|
+33,936
|
+305%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$1.76M
|
+$617K
|
+11,668
|
+54%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.67M
|
+$752K
|
+14,210
|
+82%
|
|
|
9
|
Davenport & Co
Richmond,
Virginia
|
$1.49M
|
+$125K
|
+2,370
|
+9%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.44M
|
+$88K
|
+1,664
|
+7%
|
|
|
11
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.09M
|
–
|
–
|
–
|
|
|
12
|
Confluence Investment Management
St. Louis,
Missouri
|
$1.04M
|
+$81.5K
|
+1,540
|
+9%
|
|
|
13
|
Virtu KCG Holdings
New York
|
$1M
|
+$726K
|
+13,717
|
+261%
|
|
|
14
|
Vigilant Capital Management
Portland,
Maine
|
$816K
|
+$595K
|
+11,243
|
+267%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$754K
|
-$699K
|
-13,205
|
-48%
|
|
|
16
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$697K
|
+$89.3K
|
+1,688
|
+15%
|
|
|
17
|
Alerus Investment Advisors
Wayzata,
Minnesota
|
$660K
|
-$78K
|
-1,475
|
-11%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$635K
|
+$125K
|
+2,365
|
+24%
|
|
|
19
|
Courier Capital
Buffalo,
New York
|
$605K
|
–
|
–
|
–
|
|
|
20
|
|
$506K
|
-$709K
|
-13,411
|
-58%
|
|
|
21
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$480K
|
–
|
–
|
–
|
|
|
22
|
Linscomb Wealth
Houston,
Texas
|
$459K
|
-$26.5K
|
-500
|
-5%
|
|
|
23
|
Valmark Advisers
Akron,
Ohio
|
$454K
|
-$10.3K
|
-194
|
-2%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$361K
|
-$214K
|
-4,039
|
-37%
|
|
|
25
|
BBVA USA Bancshares
Houston,
Texas
|
$322K
|
–
|
–
|
–
|
|
