|
1
|
Bank of America
Charlotte,
North Carolina
|
$11.5M
|
-$182K
|
-6,634
|
-2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$10.1M
|
-$358K
|
-13,046
|
-3%
|
|
|
3
|
Vigilant Capital Management
Portland,
Maine
|
$8.74M
|
+$797K
|
+29,075
|
+10%
|
|
|
4
|
|
$6.68M
|
+$285K
|
+10,401
|
+4%
|
|
|
5
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$4.98M
|
+$315K
|
+11,505
|
+7%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$4.81M
|
+$200K
|
+7,282
|
+4%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$4.35M
|
+$471K
|
+17,183
|
+12%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.86M
|
+$430K
|
+15,698
|
+18%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2.15M
|
+$132K
|
+4,809
|
+7%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.08M
|
+$1.05M
|
+38,460
|
+103%
|
|
|
11
|
Trust Company
Manhattan,
Kansas
|
$2.03M
|
+$168K
|
+6,145
|
+9%
|
|
|
12
|
Davenport & Co
Richmond,
Virginia
|
$2.02M
|
+$46.7K
|
+1,705
|
+2%
|
|
|
13
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.83M
|
+$165
|
+6
|
+0%
|
|
|
14
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.56M
|
–
|
–
|
–
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$1.34M
|
+$50.5K
|
+1,841
|
+4%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$1.29M
|
+$20.1K
|
+733
|
+2%
|
|
|
17
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.28M
|
-$126K
|
-4,581
|
-9%
|
|
|
18
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.06M
|
-$13.7K
|
-500
|
-1%
|
|
|
19
|
|
$791K
|
-$1.69M
|
-61,578
|
-68%
|
|
|
20
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$764K
|
–
|
–
|
–
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$757K
|
-$112K
|
-4,100
|
-13%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$711K
|
-$82.6K
|
-3,011
|
-10%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$580K
|
+$212K
|
+7,719
|
+57%
|
|
|
24
|
Valmark Advisers
Akron,
Ohio
|
$575K
|
+$91.4K
|
+3,333
|
+19%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$567K
|
+$52.2K
|
+1,904
|
+10%
|
|
