|
1
|
Bank of America
Charlotte,
North Carolina
|
$11.7M
|
-$211K
|
-7,701
|
-2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$10.5M
|
+$152K
|
+5,528
|
+1%
|
|
|
3
|
Vigilant Capital Management
Portland,
Maine
|
$7.93M
|
+$1.13M
|
+41,090
|
+17%
|
|
|
4
|
|
$6.38M
|
-$13.4K
|
-489
|
-0.2%
|
|
|
5
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$4.65M
|
+$309K
|
+11,279
|
+7%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$4.59M
|
+$658K
|
+23,980
|
+17%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$3.87M
|
+$740K
|
+26,991
|
+24%
|
|
|
8
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.72M
|
+$309K
|
+11,278
|
+13%
|
|
|
9
|
|
$2.47M
|
+$2.48M
|
+90,436
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.42M
|
-$57.9K
|
-2,110
|
-2%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.24M
|
+$2.25M
|
+81,924
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$2.02M
|
+$1.06M
|
+38,576
|
+110%
|
|
|
13
|
Davenport & Co
Richmond,
Virginia
|
$1.97M
|
+$46.1K
|
+1,680
|
+2%
|
|
|
14
|
Trust Company
Manhattan,
Kansas
|
$1.86M
|
+$1.82M
|
+66,474
|
+4,728%
|
|
|
15
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.83M
|
+$31.5K
|
+1,148
|
+2%
|
|
|
16
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.55M
|
-$494K
|
-18,000
|
-24%
|
|
|
17
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.41M
|
+$122K
|
+4,463
|
+10%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$1.29M
|
+$375K
|
+13,666
|
+41%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$1.26M
|
-$49.5K
|
-1,805
|
-4%
|
|
|
20
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.07M
|
-$17.8K
|
-650
|
-2%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.02M
|
+$784K
|
+28,591
|
+325%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$867K
|
+$94.4K
|
+3,444
|
+12%
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$792K
|
+$80.1K
|
+2,920
|
+11%
|
|
|
24
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$762K
|
+$32.9K
|
+1,200
|
+5%
|
|
|
25
|
Colony Group
Boston,
Massachusetts
|
$659K
|
+$50.7K
|
+1,850
|
+8%
|
|
