|
1
|
Bank of America
Charlotte,
North Carolina
|
$12M
|
+$4.42M
|
+165,136
|
+59%
|
|
|
2
|
|
$4.74M
|
+$975K
|
+36,398
|
+26%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$2.79M
|
+$29K
|
+1,082
|
+1%
|
|
|
4
|
|
$2.33M
|
+$1.18M
|
+44,230
|
+103%
|
|
|
5
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.68M
|
+$1.35M
|
+50,600
|
+422%
|
|
|
6
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.44M
|
+$856K
|
+31,988
|
+148%
|
|
|
7
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.43M
|
+$169K
|
+6,308
|
+13%
|
|
|
8
|
Davenport & Co
Richmond,
Virginia
|
$1.31M
|
+$228K
|
+8,534
|
+21%
|
|
|
9
|
|
$1.2M
|
-$281K
|
-10,500
|
-19%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.12M
|
+$491K
|
+18,348
|
+78%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$901K
|
+$183K
|
+6,830
|
+26%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$761K
|
+$27.6K
|
+1,032
|
+4%
|
|
|
13
|
Confluence Investment Management
St. Louis,
Missouri
|
$686K
|
+$150K
|
+5,598
|
+28%
|
|
|
14
|
Linscomb Wealth
Houston,
Texas
|
$679K
|
+$139K
|
+5,202
|
+26%
|
|
|
15
|
City National Bank
Beverly Hills,
Delaware
|
$658K
|
+$19K
|
+708
|
+3%
|
|
|
16
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$509K
|
-$67.7K
|
-2,530
|
-12%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$480K
|
+$480K
|
+17,922
|
New
|
|
|
18
|
Virtu KCG Holdings
New York
|
$467K
|
+$466K
|
+17,420
|
New
|
|
|
19
|
Valmark Advisers
Akron,
Ohio
|
$465K
|
+$464K
|
+17,334
|
New
|
|
|
20
|
Courier Capital
Buffalo,
New York
|
$441K
|
+$440K
|
+16,440
|
New
|
|
|
21
|
BBVA USA Bancshares
Houston,
Texas
|
$327K
|
+$327K
|
+12,200
|
New
|
|
|
22
|
Payden & Rygel
Los Angeles,
California
|
$292K
|
+$291K
|
+10,880
|
New
|
|
|
23
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$280K
|
+$280K
|
+10,460
|
New
|
|
|
24
|
Baird
Milwaukee,
Wisconsin
|
$269K
|
+$8.14K
|
+304
|
+3%
|
|
|
25
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$241K
|
+$242K
|
+9,020
|
New
|
|
