|
1
|
Bank of America
Charlotte,
North Carolina
|
$10.5M
|
+$2.07M
|
+75,040
|
+25%
|
|
|
2
|
|
$6.23M
|
+$692K
|
+25,090
|
+13%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$3M
|
+$343K
|
+12,438
|
+13%
|
|
|
4
|
|
$2.75M
|
-$60.4K
|
-2,190
|
-2%
|
|
|
5
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.42M
|
+$82.8K
|
+3,000
|
+4%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.92M
|
+$1.35M
|
+48,954
|
+240%
|
|
|
7
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.58M
|
+$74.7K
|
+2,706
|
+5%
|
|
|
8
|
Davenport & Co
Richmond,
Virginia
|
$1.54M
|
+$291K
|
+10,560
|
+23%
|
|
|
9
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.47M
|
+$351K
|
+12,714
|
+31%
|
|
|
10
|
Confluence Investment Management
St. Louis,
Missouri
|
$1.45M
|
+$226K
|
+8,194
|
+19%
|
|
|
11
|
City National Bank
Beverly Hills,
Delaware
|
$1.39M
|
+$450K
|
+16,310
|
+48%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$1.19M
|
+$261K
|
+9,460
|
+28%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$1.16M
|
+$813K
|
+29,450
|
+238%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$1.14M
|
+$880K
|
+31,906
|
+344%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$981K
|
-$183K
|
-6,618
|
-16%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$928K
|
+$654K
|
+23,716
|
+241%
|
|
|
17
|
Alerus Investment Advisors
Wayzata,
Minnesota
|
$704K
|
+$276
|
+10
|
+0%
|
|
|
18
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$658K
|
+$173K
|
+6,254
|
+36%
|
|
|
19
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$608K
|
+$606K
|
+21,978
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$597K
|
–
|
–
|
–
|
|
|
21
|
Linscomb Wealth
Houston,
Texas
|
$564K
|
-$9.8K
|
-354
|
-2%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$517K
|
+$12.4K
|
+450
|
+2%
|
|
|
23
|
Old National Bancorp
Evansville,
Indiana
|
$489K
|
+$488K
|
+17,672
|
New
|
|
|
24
|
MSI Financial Services
Springfield,
Massachusetts
|
$472K
|
+$200K
|
+7,234
|
+74%
|
|
|
25
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$461K
|
–
|
–
|
–
|
|
