|
1
|
Wells Fargo
San Francisco,
California
|
$8.29M
|
+$205K
|
+7,739
|
+3%
|
|
|
2
|
Vigilant Capital Management
Portland,
Maine
|
$4.92M
|
+$157K
|
+5,950
|
+3%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$4.62M
|
+$1.27M
|
+48,167
|
+37%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.07M
|
+$1.22M
|
+46,039
|
+43%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$3.98M
|
-$218K
|
-8,249
|
-5%
|
|
|
6
|
|
$3.89M
|
-$1.42M
|
-53,653
|
-27%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$3.52M
|
-$324K
|
-12,258
|
-8%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.07M
|
-$552K
|
-20,886
|
-21%
|
|
|
9
|
Trust Company
Manhattan,
Kansas
|
$2.04M
|
+$83.8K
|
+3,168
|
+4%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.93M
|
+$1.19M
|
+44,969
|
+162%
|
|
|
11
|
Davenport & Co
Richmond,
Virginia
|
$1.81M
|
-$2.51K
|
-95
|
-0.1%
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.67M
|
-$140K
|
-5,284
|
-8%
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.18M
|
+$70.2K
|
+2,654
|
+6%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$1.07M
|
-$64.9K
|
-2,455
|
-6%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$931K
|
-$543K
|
-20,557
|
-37%
|
|
|
16
|
|
$864K
|
-$2.29M
|
-86,588
|
-73%
|
|
|
17
|
Valmark Advisers
Akron,
Ohio
|
$590K
|
-$185
|
-7
|
-0%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$558K
|
-$615K
|
-23,263
|
-52%
|
|
|
19
|
Virtu KCG Holdings
New York
|
$521K
|
+$520K
|
+19,657
|
New
|
|
|
20
|
Asset Dedication LLC
San Francisco,
California
|
$505K
|
+$125K
|
+4,725
|
+33%
|
|
|
21
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$495K
|
–
|
–
|
–
|
|
|
22
|
Linscomb Wealth
Houston,
Texas
|
$478K
|
-$15.6K
|
-590
|
-3%
|
|
|
23
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$476K
|
-$180K
|
-6,800
|
-27%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$461K
|
+$460K
|
+17,416
|
New
|
|
|
25
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$398K
|
+$144K
|
+5,440
|
+57%
|
|
