|
1
|
Bank of America
Charlotte,
North Carolina
|
$5.43M
|
+$134K
|
+4,920
|
+3%
|
|
|
2
|
|
$3.73M
|
+$191K
|
+6,984
|
+5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$2.06M
|
+$410K
|
+15,034
|
+25%
|
|
|
4
|
|
$1.82M
|
-$498K
|
-18,232
|
-22%
|
|
|
5
|
Asset Advisors Corp
Augusta,
Georgia
|
$1.58M
|
–
|
–
|
–
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.5M
|
+$952K
|
+34,850
|
+175%
|
|
|
7
|
|
$1.47M
|
+$1.42M
|
+52,000
|
+3,435%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.22M
|
-$259K
|
-9,504
|
-18%
|
|
|
9
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$963K
|
+$959K
|
+35,140
|
New
|
|
|
10
|
Confluence Investment Management
St. Louis,
Missouri
|
$811K
|
+$129K
|
+4,722
|
+19%
|
|
|
11
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$742K
|
-$147K
|
-5,380
|
-17%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$703K
|
+$364K
|
+13,324
|
+109%
|
|
|
13
|
Davenport & Co
Richmond,
Virginia
|
$633K
|
+$78.1K
|
+2,860
|
+14%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$593K
|
-$499K
|
-18,278
|
-46%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$469K
|
+$54.3K
|
+1,988
|
+13%
|
|
|
16
|
Linscomb Wealth
Houston,
Texas
|
$439K
|
-$16.7K
|
-612
|
-4%
|
|
|
17
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$416K
|
+$413K
|
+15,142
|
New
|
|
|
18
|
Washington Trust
Westerly,
Rhode Island
|
$305K
|
-$96.5K
|
-3,534
|
-24%
|
|
|
19
|
Baird
Milwaukee,
Wisconsin
|
$278K
|
+$3.44K
|
+126
|
+1%
|
|
|
20
|
Long Wharf Investors
Boston,
Massachusetts
|
$238K
|
+$237K
|
+8,680
|
New
|
|
|
21
|
BBVA USA Bancshares
Houston,
Texas
|
$205K
|
+$204K
|
+7,462
|
New
|
|
|
22
|
MSI Financial Services
Springfield,
Massachusetts
|
$176K
|
–
|
–
|
–
|
|
|
23
|
American International Group
New York
|
$169K
|
-$208K
|
-7,610
|
-55%
|
|
|
24
|
Alerus Investment Advisors
Wayzata,
Minnesota
|
$130K
|
+$55
|
+2
|
+0%
|
|
|
25
|
Mariner Wealth Advisors (Madison)
Overland Park,
Kansas
|
$39K
|
+$39K
|
+1,430
|
New
|
|
