|
1
|
Bank of America
Charlotte,
North Carolina
|
$11.9M
|
+$2.11M
|
+76,932
|
+22%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$10.4M
|
+$1.8M
|
+65,463
|
+21%
|
|
|
3
|
Vigilant Capital Management
Portland,
Maine
|
$6.84M
|
+$332K
|
+12,075
|
+5%
|
|
|
4
|
|
$6.42M
|
+$317K
|
+11,546
|
+5%
|
|
|
5
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$4.37M
|
+$549K
|
+19,981
|
+14%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$3.96M
|
-$512K
|
-18,661
|
-11%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$3.15M
|
+$750K
|
+27,297
|
+31%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.49M
|
+$673K
|
+24,508
|
+37%
|
|
|
9
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.42M
|
-$6.67K
|
-243
|
-0.3%
|
|
|
10
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.06M
|
-$330K
|
-12,000
|
-14%
|
|
|
11
|
Davenport & Co
Richmond,
Virginia
|
$1.93M
|
-$5.91K
|
-215
|
-0.3%
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.8M
|
+$165
|
+6
|
+0%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$1.32M
|
-$37.5K
|
-1,366
|
-3%
|
|
|
14
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.29M
|
-$99.7K
|
-3,632
|
-7%
|
|
|
15
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.09M
|
+$63.2K
|
+2,300
|
+6%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$968K
|
+$23.9K
|
+872
|
+3%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$921K
|
+$626K
|
+22,796
|
+213%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$777K
|
+$226K
|
+8,240
|
+41%
|
|
|
19
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$733K
|
+$732K
|
+26,662
|
New
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$715K
|
+$34.9K
|
+1,272
|
+5%
|
|
|
21
|
Colony Group
Boston,
Massachusetts
|
$612K
|
-$51.9K
|
-1,891
|
-8%
|
|
|
22
|
Linscomb Wealth
Houston,
Texas
|
$481K
|
+$55
|
+2
|
+0%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$474K
|
+$473K
|
+17,228
|
New
|
|
|
24
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$459K
|
–
|
–
|
–
|
|
|
25
|
Tradewinds Global Investors
Los Angeles,
California
|
$446K
|
+$446K
|
+16,223
|
New
|
|
