|
1
|
Bank of America
Charlotte,
North Carolina
|
$9.8M
|
+$2.85M
|
+103,695
|
+41%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$8.55M
|
+$857K
|
+31,202
|
+11%
|
|
|
3
|
Vigilant Capital Management
Portland,
Maine
|
$6.5M
|
+$742K
|
+27,012
|
+13%
|
|
|
4
|
|
$6.1M
|
+$294K
|
+10,705
|
+5%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$4.47M
|
-$6.48K
|
-236
|
-0.1%
|
|
|
6
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$3.81M
|
+$463K
|
+16,865
|
+14%
|
|
|
7
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.43M
|
+$332K
|
+12,086
|
+16%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$2.4M
|
+$433K
|
+15,767
|
+22%
|
|
|
9
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.38M
|
-$863K
|
-31,400
|
-27%
|
|
|
10
|
Davenport & Co
Richmond,
Virginia
|
$1.93M
|
+$142K
|
+5,183
|
+8%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.81M
|
-$45.2K
|
-1,645
|
-2%
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.8M
|
+$20.3K
|
+738
|
+1%
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.39M
|
+$68.7K
|
+2,501
|
+5%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$1.36M
|
-$46K
|
-1,675
|
-3%
|
|
|
15
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.03M
|
+$1.03M
|
+37,550
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$941K
|
-$289K
|
-10,509
|
-23%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$720K
|
+$141K
|
+5,141
|
+24%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$680K
|
+$680K
|
+24,751
|
New
|
|
|
19
|
Colony Group
Boston,
Massachusetts
|
$663K
|
+$259K
|
+9,412
|
+64%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$549K
|
+$85.4K
|
+3,107
|
+18%
|
|
|
21
|
Old National Bancorp
Evansville,
Indiana
|
$506K
|
-$151K
|
-5,486
|
-23%
|
|
|
22
|
|
$499K
|
-$224K
|
-8,139
|
-31%
|
|
|
23
|
Linscomb Wealth
Houston,
Texas
|
$480K
|
+$82
|
+3
|
+0%
|
|
|
24
|
Valmark Advisers
Akron,
Ohio
|
$477K
|
-$62.6K
|
-2,277
|
-12%
|
|
|
25
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$458K
|
–
|
–
|
–
|
|
