|
1
|
Bank of America
Charlotte,
North Carolina
|
$9.22M
|
-$3.95M
|
-147,586
|
-30%
|
|
|
2
|
|
$7.09M
|
+$361K
|
+13,488
|
+5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$3.65M
|
+$773K
|
+28,888
|
+27%
|
|
|
4
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$3.09M
|
+$331K
|
+12,370
|
+12%
|
|
|
5
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.21M
|
+$2.14K
|
+80
|
+0.1%
|
|
|
6
|
|
$2.13M
|
+$875K
|
+32,708
|
+69%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.74M
|
+$1.04M
|
+38,852
|
+148%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$1.73M
|
+$606K
|
+22,652
|
+54%
|
|
|
9
|
Davenport & Co
Richmond,
Virginia
|
$1.73M
|
-$31K
|
-1,160
|
-2%
|
|
|
10
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.69M
|
+$268
|
+10
|
+0%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.64M
|
+$741K
|
+27,674
|
+82%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$1.44M
|
+$308K
|
+11,490
|
+27%
|
|
|
13
|
|
$1.42M
|
-$86.2K
|
-3,220
|
-6%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.27M
|
+$207K
|
+7,722
|
+19%
|
|
|
15
|
Vigilant Capital Management
Portland,
Maine
|
$1.18M
|
+$912K
|
+34,066
|
+340%
|
|
|
16
|
Confluence Investment Management
St. Louis,
Missouri
|
$1.04M
|
+$80.8K
|
+3,018
|
+8%
|
|
|
17
|
City National Bank
Beverly Hills,
Delaware
|
$978K
|
+$35.7K
|
+1,334
|
+4%
|
|
|
18
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$704K
|
+$95.2K
|
+3,556
|
+16%
|
|
|
19
|
Linscomb Wealth
Houston,
Texas
|
$598K
|
-$36.1K
|
-1,348
|
-6%
|
|
|
20
|
Old National Bancorp
Evansville,
Indiana
|
$586K
|
+$271K
|
+10,116
|
+86%
|
|
|
21
|
Valmark Advisers
Akron,
Ohio
|
$575K
|
-$8.99K
|
-336
|
-2%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$505K
|
-$176K
|
-6,594
|
-26%
|
|
|
23
|
Courier Capital
Buffalo,
New York
|
$439K
|
–
|
–
|
–
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$417K
|
+$417K
|
+15,598
|
New
|
|
|
25
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$365K
|
–
|
–
|
–
|
|
