|
1
|
Bank of America
Charlotte,
North Carolina
|
$9.13M
|
-$64.4K
|
-2,412
|
-0.7%
|
|
|
2
|
|
$5.06M
|
-$2.02M
|
-75,606
|
-28%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$4.58M
|
+$936K
|
+35,052
|
+26%
|
|
|
4
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$3.47M
|
+$386K
|
+14,468
|
+13%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$3.08M
|
+$3.09M
|
+115,684
|
New
|
|
|
6
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.41M
|
+$203K
|
+7,600
|
+9%
|
|
|
7
|
|
$2.36M
|
+$233K
|
+8,744
|
+11%
|
|
|
8
|
Vigilant Capital Management
Portland,
Maine
|
$2.21M
|
+$1.04M
|
+38,890
|
+88%
|
|
|
9
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$2.08M
|
+$2.08M
|
+77,920
|
New
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$2.04M
|
+$311K
|
+11,636
|
+18%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.89M
|
+$263K
|
+9,842
|
+16%
|
|
|
12
|
Davenport & Co
Richmond,
Virginia
|
$1.84M
|
+$123K
|
+4,590
|
+7%
|
|
|
13
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.82M
|
+$141K
|
+5,276
|
+8%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$1.42M
|
-$17.9K
|
-672
|
-1%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.41M
|
-$325K
|
-12,190
|
-19%
|
|
|
16
|
City National Bank
Beverly Hills,
Delaware
|
$1.34M
|
+$364K
|
+13,618
|
+37%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.27M
|
+$6.83K
|
+256
|
+0.5%
|
|
|
18
|
Confluence Investment Management
St. Louis,
Missouri
|
$1.14M
|
+$103K
|
+3,844
|
+10%
|
|
|
19
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$823K
|
+$121K
|
+4,550
|
+17%
|
|
|
20
|
Old National Bancorp
Evansville,
Indiana
|
$584K
|
–
|
–
|
–
|
|
|
21
|
Linscomb Wealth
Houston,
Texas
|
$555K
|
-$41.5K
|
-1,554
|
-7%
|
|
|
22
|
Valmark Advisers
Akron,
Ohio
|
$522K
|
-$51.1K
|
-1,914
|
-9%
|
|
|
23
|
Courier Capital
Buffalo,
New York
|
$438K
|
–
|
–
|
–
|
|
|
24
|
Colony Group
Boston,
Massachusetts
|
$407K
|
+$97.7K
|
+3,660
|
+31%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$397K
|
-$107K
|
-4,000
|
-21%
|
|
