|
1
|
Wells Fargo
San Francisco,
California
|
$7.72M
|
+$2.3M
|
+83,574
|
+43%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$7M
|
-$1.47M
|
-53,470
|
-17%
|
|
|
3
|
|
$5.83M
|
+$1.34M
|
+48,474
|
+30%
|
|
|
4
|
Vigilant Capital Management
Portland,
Maine
|
$5.78M
|
+$3.17M
|
+115,166
|
+122%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$4.49M
|
+$245K
|
+8,884
|
+6%
|
|
|
6
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$3.36M
|
+$888K
|
+32,226
|
+36%
|
|
|
7
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.26M
|
+$201K
|
+7,300
|
+7%
|
|
|
8
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.1M
|
+$313K
|
+11,354
|
+17%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$1.97M
|
-$71.1K
|
-2,580
|
-3%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.87M
|
-$36.2K
|
-1,312
|
-2%
|
|
|
11
|
Davenport & Co
Richmond,
Virginia
|
$1.8M
|
+$90.8K
|
+3,296
|
+5%
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.78M
|
+$30.3K
|
+1,100
|
+2%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$1.41M
|
+$4.13K
|
+150
|
+0.3%
|
|
|
14
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.32M
|
+$465K
|
+16,882
|
+54%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.23M
|
+$186K
|
+6,762
|
+18%
|
|
|
16
|
Virtu KCG Holdings
New York
|
$1.21M
|
+$1.21M
|
+43,816
|
New
|
|
|
17
|
Boston Advisors
Boston,
Massachusetts
|
$1M
|
-$101K
|
-3,674
|
-9%
|
|
|
18
|
|
$725K
|
-$465K
|
-16,868
|
-39%
|
|
|
19
|
|
$671K
|
-$1.05M
|
-38,158
|
-61%
|
|
|
20
|
Old National Bancorp
Evansville,
Indiana
|
$660K
|
-$47.8K
|
-1,736
|
-7%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$581K
|
-$1.57M
|
-57,058
|
-73%
|
|
|
22
|
Valmark Advisers
Akron,
Ohio
|
$542K
|
+$19.2K
|
+698
|
+4%
|
|
|
23
|
Linscomb Wealth
Houston,
Texas
|
$482K
|
-$1.71K
|
-62
|
-0.4%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$466K
|
-$25.6K
|
-928
|
-5%
|
|
|
25
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$460K
|
–
|
–
|
–
|
|
