|
1
|
Wells Fargo
San Francisco,
California
|
$8.38M
|
+$497K
|
+18,740
|
+6%
|
|
|
2
|
|
$6.38M
|
-$98.8K
|
-3,726
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$5.14M
|
-$451K
|
-16,999
|
-8%
|
|
|
4
|
Vigilant Capital Management
Portland,
Maine
|
$4.53M
|
+$493K
|
+18,600
|
+12%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$3.95M
|
+$202K
|
+7,610
|
+5%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$2.98M
|
-$23.8K
|
-898
|
-0.8%
|
|
|
7
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$2.96M
|
-$363K
|
-13,682
|
-11%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.42M
|
-$51.9K
|
-1,959
|
-2%
|
|
|
9
|
|
$2.13M
|
-$1.86M
|
-70,284
|
-47%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.11M
|
-$1.51M
|
-56,894
|
-42%
|
|
|
11
|
Davenport & Co
Richmond,
Virginia
|
$1.83M
|
+$2.65K
|
+100
|
+0.1%
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.81M
|
+$292
|
+11
|
+0%
|
|
|
13
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.77M
|
-$100K
|
-3,771
|
-5%
|
|
|
14
|
Trust Company
Manhattan,
Kansas
|
$1.77M
|
+$1.76M
|
+66,569
|
New
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.67M
|
-$1.04M
|
-39,145
|
-38%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1.36M
|
+$690K
|
+26,033
|
+103%
|
|
|
17
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.33M
|
+$74.1K
|
+2,796
|
+6%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$1.16M
|
-$22.5K
|
-850
|
-2%
|
|
|
19
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$768K
|
+$31.8K
|
+1,200
|
+4%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$673K
|
+$67.5K
|
+2,546
|
+11%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$616K
|
-$9.06K
|
-342
|
-1%
|
|
|
22
|
Colony Group
Boston,
Massachusetts
|
$550K
|
–
|
–
|
–
|
|
|
23
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$496K
|
+$496K
|
+18,702
|
New
|
|
|
24
|
Linscomb Wealth
Houston,
Texas
|
$494K
|
-$53K
|
-1,999
|
-10%
|
|
|
25
|
Valmark Advisers
Akron,
Ohio
|
$484K
|
+$73.7K
|
+2,781
|
+18%
|
|
