|
1
|
Bank of America
Charlotte,
North Carolina
|
$8.44M
|
-$385K
|
-13,928
|
-4%
|
|
|
2
|
|
$5.52M
|
+$1.1M
|
+39,734
|
+25%
|
|
|
3
|
|
$2.8M
|
+$1.08M
|
+39,158
|
+63%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$2.64M
|
+$265K
|
+9,584
|
+11%
|
|
|
5
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.33M
|
+$752K
|
+27,200
|
+47%
|
|
|
6
|
Boston Advisors
Boston,
Massachusetts
|
$2.15M
|
-$94.4K
|
-3,414
|
-4%
|
|
|
7
|
|
$1.6M
|
+$1.03M
|
+37,246
|
+179%
|
|
|
8
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.5M
|
+$391K
|
+14,128
|
+35%
|
|
|
9
|
Davenport & Co
Richmond,
Virginia
|
$1.25M
|
+$345K
|
+12,470
|
+38%
|
|
|
10
|
Confluence Investment Management
St. Louis,
Missouri
|
$1.22M
|
+$186K
|
+6,736
|
+18%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.16M
|
-$40.4K
|
-1,462
|
-3%
|
|
|
12
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.11M
|
+$428K
|
+15,480
|
+62%
|
|
|
13
|
City National Bank
Beverly Hills,
Delaware
|
$935K
|
+$599K
|
+21,676
|
+177%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$925K
|
+$267K
|
+9,662
|
+40%
|
|
|
15
|
Alerus Investment Advisors
Wayzata,
Minnesota
|
$702K
|
+$553
|
+20
|
+0.1%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$595K
|
-$992K
|
-35,884
|
-62%
|
|
|
17
|
Linscomb Wealth
Houston,
Texas
|
$572K
|
+$55
|
+2
|
+0%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$563K
|
-$413K
|
-14,944
|
-42%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$503K
|
+$147K
|
+5,304
|
+41%
|
|
|
20
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$483K
|
-$174K
|
-6,300
|
-26%
|
|
|
21
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$460K
|
+$49.8K
|
+1,800
|
+12%
|
|
|
22
|
Baird
Milwaukee,
Wisconsin
|
$361K
|
+$77.4K
|
+2,800
|
+27%
|
|
|
23
|
United Capital Financial Advisors
Irving,
Texas
|
$341K
|
+$342K
|
+12,368
|
New
|
|
|
24
|
BBVA USA Bancshares
Houston,
Texas
|
$337K
|
–
|
–
|
–
|
|
|
25
|
Valmark Advisers
Akron,
Ohio
|
$336K
|
+$41.1K
|
+1,488
|
+14%
|
|
