|
1
|
Bank of America
Charlotte,
North Carolina
|
$13.2M
|
+$2.16M
|
+80,772
|
+20%
|
|
|
2
|
|
$6.74M
|
+$1.26M
|
+46,954
|
+23%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$2.89M
|
+$132K
|
+4,938
|
+5%
|
|
|
4
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$2.77M
|
+$927K
|
+34,626
|
+50%
|
|
|
5
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.21M
|
+$96.4K
|
+3,600
|
+5%
|
|
|
6
|
Davenport & Co
Richmond,
Virginia
|
$1.76M
|
+$136K
|
+5,080
|
+8%
|
|
|
7
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.69M
|
+$71.6K
|
+2,672
|
+4%
|
|
|
8
|
|
$1.51M
|
-$349K
|
-13,042
|
-19%
|
|
|
9
|
|
$1.26M
|
+$385K
|
+14,362
|
+44%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$1.13M
|
+$923K
|
+34,478
|
+438%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$1.13M
|
+$797K
|
+29,774
|
+241%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.07M
|
-$99.7K
|
-3,724
|
-9%
|
|
|
13
|
Confluence Investment Management
St. Louis,
Missouri
|
$960K
|
+$151K
|
+5,642
|
+19%
|
|
|
14
|
City National Bank
Beverly Hills,
Delaware
|
$944K
|
-$67.9K
|
-2,536
|
-7%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$898K
|
+$639K
|
+23,872
|
+247%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$700K
|
-$1.4M
|
-52,286
|
-67%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$683K
|
-$58.4K
|
-2,182
|
-8%
|
|
|
18
|
Linscomb Wealth
Houston,
Texas
|
$635K
|
-$26.1K
|
-974
|
-4%
|
|
|
19
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$610K
|
+$610K
|
+22,780
|
New
|
|
|
20
|
Valmark Advisers
Akron,
Ohio
|
$584K
|
+$79.2K
|
+2,958
|
+16%
|
|
|
21
|
Courier Capital
Buffalo,
New York
|
$440K
|
–
|
–
|
–
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$377K
|
+$65K
|
+2,426
|
+21%
|
|
|
23
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$366K
|
–
|
–
|
–
|
|
|
24
|
BBVA USA Bancshares
Houston,
Texas
|
$327K
|
–
|
–
|
–
|
|
|
25
|
Old National Bancorp
Evansville,
Indiana
|
$316K
|
+$316K
|
+11,816
|
New
|
|
