|
1
|
Wells Fargo
San Francisco,
California
|
$8.08M
|
-$275K
|
-10,406
|
-3%
|
|
|
2
|
|
$5.31M
|
-$1.06M
|
-39,968
|
-17%
|
|
|
3
|
Vigilant Capital Management
Portland,
Maine
|
$4.76M
|
+$245K
|
+9,252
|
+5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.19M
|
+$244K
|
+9,238
|
+6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.84M
|
-$1.28M
|
-48,514
|
-25%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$3.43M
|
+$453K
|
+17,131
|
+15%
|
|
|
7
|
|
$3.15M
|
+$1.02M
|
+38,728
|
+48%
|
|
|
8
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$2.94M
|
-$21.5K
|
-812
|
-0.7%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.85M
|
+$433K
|
+16,387
|
+18%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.62M
|
+$950K
|
+35,947
|
+57%
|
|
|
11
|
Trust Company
Manhattan,
Kansas
|
$1.96M
|
+$195K
|
+7,364
|
+11%
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.81M
|
+$159
|
+6
|
+0%
|
|
|
13
|
Davenport & Co
Richmond,
Virginia
|
$1.81M
|
-$15.1K
|
-570
|
-0.8%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.48M
|
-$627K
|
-23,723
|
-30%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.17M
|
-$186K
|
-7,034
|
-14%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$1.13M
|
-$23.4K
|
-886
|
-2%
|
|
|
17
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.11M
|
-$222K
|
-8,399
|
-17%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$736K
|
+$63.8K
|
+2,414
|
+10%
|
|
|
19
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$656K
|
-$111K
|
-4,200
|
-14%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$649K
|
+$34K
|
+1,286
|
+6%
|
|
|
21
|
Valmark Advisers
Akron,
Ohio
|
$589K
|
+$107K
|
+4,028
|
+22%
|
|
|
22
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$495K
|
–
|
–
|
–
|
|
|
23
|
Linscomb Wealth
Houston,
Texas
|
$493K
|
+$53
|
+2
|
+0%
|
|
|
24
|
Legacy Private Trust
Neenah,
Wisconsin
|
$419K
|
-$1.34M
|
-50,858
|
-76%
|
|
|
25
|
Asset Dedication LLC
San Francisco,
California
|
$379K
|
-$5.92K
|
-224
|
-2%
|
|
