|
1
|
Bank of America
Charlotte,
North Carolina
|
$11M
|
-$933K
|
-34,774
|
-8%
|
|
|
2
|
|
$5.49M
|
+$747K
|
+27,852
|
+16%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$2.76M
|
-$32.5K
|
-1,212
|
-1%
|
|
|
4
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.12M
|
+$440K
|
+16,400
|
+26%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.1M
|
+$1.2M
|
+44,838
|
+133%
|
|
|
6
|
|
$1.86M
|
+$658K
|
+24,520
|
+55%
|
|
|
7
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.84M
|
+$402K
|
+15,002
|
+28%
|
|
|
8
|
Davenport & Co
Richmond,
Virginia
|
$1.62M
|
+$319K
|
+11,900
|
+24%
|
|
|
9
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.62M
|
+$193K
|
+7,208
|
+14%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.17M
|
+$43.7K
|
+1,630
|
+4%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.06M
|
+$584K
|
+21,774
|
+121%
|
|
|
12
|
City National Bank
Beverly Hills,
Delaware
|
$1.01M
|
+$355K
|
+13,236
|
+54%
|
|
|
13
|
|
$878K
|
-$1.45M
|
-54,174
|
-62%
|
|
|
14
|
Confluence Investment Management
St. Louis,
Missouri
|
$810K
|
+$124K
|
+4,622
|
+18%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$741K
|
-$18.8K
|
-702
|
-2%
|
|
|
16
|
Linscomb Wealth
Houston,
Texas
|
$661K
|
-$17.8K
|
-664
|
-3%
|
|
|
17
|
Valmark Advisers
Akron,
Ohio
|
$505K
|
+$41.2K
|
+1,538
|
+9%
|
|
|
18
|
Courier Capital
Buffalo,
New York
|
$440K
|
–
|
–
|
–
|
|
|
19
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$366K
|
+$125K
|
+4,660
|
+52%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$330K
|
+$331K
|
+12,338
|
New
|
|
|
21
|
BBVA USA Bancshares
Houston,
Texas
|
$327K
|
–
|
–
|
–
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$312K
|
+$312K
|
+11,650
|
New
|
|
|
23
|
Winfield Associates
Cleveland,
Ohio
|
$300K
|
+$215K
|
+8,000
|
+251%
|
|
|
24
|
Baird
Milwaukee,
Wisconsin
|
$269K
|
–
|
–
|
–
|
|
|
25
|
Vigilant Capital Management
Portland,
Maine
|
$268K
|
+$32.2K
|
+1,200
|
+14%
|
|
