|
1
|
Bank of America
Charlotte,
North Carolina
|
$8.44M
|
-$1.59M
|
-57,668
|
-16%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$5.4M
|
+$1.49M
|
+53,954
|
+38%
|
|
|
3
|
|
$4.47M
|
-$2.12M
|
-76,950
|
-32%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.23M
|
+$4.25M
|
+154,032
|
New
|
|
|
5
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.05M
|
+$441K
|
+16,000
|
+17%
|
|
|
6
|
Vigilant Capital Management
Portland,
Maine
|
$2.59M
|
+$1.88M
|
+68,030
|
+258%
|
|
|
7
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$2.46M
|
+$674K
|
+24,452
|
+37%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.38M
|
+$1.54M
|
+55,692
|
+181%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.15M
|
+$557K
|
+20,210
|
+35%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$2.04M
|
+$293K
|
+10,612
|
+17%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.9M
|
+$245K
|
+8,872
|
+15%
|
|
|
12
|
Confluence Investment Management
St. Louis,
Missouri
|
$1.78M
|
+$225K
|
+8,162
|
+14%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$1.76M
|
+$348K
|
+12,630
|
+25%
|
|
|
14
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.75M
|
+$116K
|
+4,210
|
+7%
|
|
|
15
|
|
$1.72M
|
-$455K
|
-16,492
|
-21%
|
|
|
16
|
Davenport & Co
Richmond,
Virginia
|
$1.7M
|
+$148K
|
+5,370
|
+9%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$1.4M
|
-$60.9K
|
-2,210
|
-4%
|
|
|
18
|
|
$1.19M
|
-$561K
|
-20,350
|
-32%
|
|
|
19
|
Boston Advisors
Boston,
Massachusetts
|
$1.1M
|
-$1.03M
|
-37,528
|
-48%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.05M
|
-$6.23K
|
-226
|
-0.6%
|
|
|
21
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$856K
|
+$124K
|
+4,500
|
+17%
|
|
|
22
|
Old National Bancorp
Evansville,
Indiana
|
$705K
|
–
|
–
|
–
|
|
|
23
|
Valmark Advisers
Akron,
Ohio
|
$520K
|
-$53.2K
|
-1,928
|
-9%
|
|
|
24
|
Colony Group
Boston,
Massachusetts
|
$512K
|
+$123K
|
+4,460
|
+31%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$490K
|
+$47.4K
|
+1,720
|
+11%
|
|
