|
1
|
Bank of America
Charlotte,
North Carolina
|
$8.79M
|
+$3.37M
|
+122,278
|
+62%
|
|
|
2
|
|
$4.41M
|
+$680K
|
+24,668
|
+18%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$2.37M
|
+$311K
|
+11,270
|
+15%
|
|
|
4
|
Boston Advisors
Boston,
Massachusetts
|
$2.24M
|
+$2.25M
|
+81,580
|
New
|
|
|
5
|
|
$1.72M
|
-$106K
|
-3,850
|
-6%
|
|
|
6
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.58M
|
+$1.58M
|
+57,500
|
New
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.58M
|
+$989K
|
+35,884
|
+166%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.2M
|
-$24K
|
-872
|
-2%
|
|
|
9
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.11M
|
+$142K
|
+5,160
|
+15%
|
|
|
10
|
Confluence Investment Management
St. Louis,
Missouri
|
$1.03M
|
+$218K
|
+7,912
|
+27%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$972K
|
-$533K
|
-19,348
|
-35%
|
|
|
12
|
Davenport & Co
Richmond,
Virginia
|
$902K
|
+$270K
|
+9,798
|
+43%
|
|
|
13
|
Alerus Investment Advisors
Wayzata,
Minnesota
|
$702K
|
+$570K
|
+20,696
|
+438%
|
|
|
14
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$685K
|
+$270K
|
+9,782
|
+65%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$657K
|
-$46K
|
-1,670
|
-7%
|
|
|
16
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$655K
|
-$87.1K
|
-3,160
|
-12%
|
|
|
17
|
Linscomb Wealth
Houston,
Texas
|
$570K
|
+$131K
|
+4,764
|
+30%
|
|
|
18
|
|
$570K
|
+$572K
|
+20,758
|
New
|
|
|
19
|
Washington Trust Bank
Spokane,
Washington
|
$520K
|
–
|
–
|
–
|
|
|
20
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$409K
|
+$411K
|
+14,904
|
New
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$356K
|
-$114K
|
-4,136
|
-24%
|
|
|
22
|
BBVA USA Bancshares
Houston,
Texas
|
$336K
|
+$131K
|
+4,760
|
+64%
|
|
|
23
|
City National Bank
Beverly Hills,
Delaware
|
$336K
|
+$337K
|
+12,236
|
New
|
|
|
24
|
Washington Trust
Westerly,
Rhode Island
|
$305K
|
–
|
–
|
–
|
|
|
25
|
Valmark Advisers
Akron,
Ohio
|
$294K
|
+$295K
|
+10,700
|
New
|
|
