|
1
|
Bank of America
Charlotte,
North Carolina
|
$8.42M
|
-$714K
|
-26,802
|
-8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$6.45M
|
+$1.87M
|
+69,978
|
+41%
|
|
|
3
|
|
$6.16M
|
+$1.1M
|
+41,218
|
+22%
|
|
|
4
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$4.45M
|
+$977K
|
+36,648
|
+28%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
$3.4M
|
+$1.19M
|
+44,530
|
+54%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$3.16M
|
+$74.4K
|
+2,792
|
+2%
|
|
|
7
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.45M
|
+$39.2K
|
+1,470
|
+2%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.06M
|
+$2.06M
|
+77,206
|
New
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$1.96M
|
-$73.7K
|
-2,766
|
-4%
|
|
|
10
|
Davenport & Co
Richmond,
Virginia
|
$1.87M
|
+$30.7K
|
+1,150
|
+2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.86M
|
-$38.9K
|
-1,460
|
-2%
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.82M
|
+$267
|
+10
|
+0%
|
|
|
13
|
City National Bank
Beverly Hills,
Delaware
|
$1.32M
|
-$15.9K
|
-596
|
-1%
|
|
|
14
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.3M
|
+$476K
|
+17,870
|
+58%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$1.26M
|
-$153K
|
-5,740
|
-11%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1.04M
|
-$232K
|
-8,710
|
-18%
|
|
|
17
|
|
$939K
|
-$1.42M
|
-53,396
|
-60%
|
|
|
18
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$734K
|
-$1.34M
|
-50,366
|
-65%
|
|
|
19
|
Linscomb Wealth
Houston,
Texas
|
$550K
|
-$4.42K
|
-166
|
-0.8%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$546K
|
+$546K
|
+20,470
|
New
|
|
|
21
|
Valmark Advisers
Akron,
Ohio
|
$542K
|
+$19.4K
|
+728
|
+4%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$533K
|
-$875K
|
-32,826
|
-62%
|
|
|
23
|
Old National Bancorp
Evansville,
Indiana
|
$525K
|
-$59.7K
|
-2,238
|
-10%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$464K
|
+$464K
|
+17,416
|
New
|
|
|
25
|
Courier Capital
Buffalo,
New York
|
$438K
|
–
|
–
|
–
|
|
