|
1
|
Bank of America
Charlotte,
North Carolina
|
$5.43M
|
+$1.54M
|
+60,632
|
+40%
|
|
|
2
|
|
$3.65M
|
+$1.82M
|
+71,636
|
+99%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$1.57M
|
+$1.25M
|
+49,217
|
+395%
|
|
|
4
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.48M
|
+$1.08M
|
+42,400
|
+265%
|
|
|
5
|
Confluence Investment Management
St. Louis,
Missouri
|
$1.23M
|
+$183K
|
+7,196
|
+17%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.13M
|
-$540K
|
-21,219
|
-32%
|
|
|
7
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.1M
|
+$1.1M
|
+43,024
|
New
|
|
|
8
|
|
$930K
|
+$200K
|
+7,847
|
+27%
|
|
|
9
|
Sabal Trust
St. Petersburg,
Florida
|
$701K
|
–
|
–
|
–
|
|
|
10
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$619K
|
+$621K
|
+24,375
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$511K
|
-$1.49M
|
-58,349
|
-74%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$340K
|
+$341K
|
+13,392
|
New
|
|
|
13
|
Davenport & Co
Richmond,
Virginia
|
$313K
|
+$314K
|
+12,320
|
New
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$277K
|
+$278K
|
+10,900
|
New
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$258K
|
+$259K
|
+10,176
|
New
|
|
|
16
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$235K
|
–
|
–
|
–
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$217K
|
+$213K
|
+8,363
|
+4,182%
|
|
|
18
|
Empirical Wealth Management
Seattle,
Washington
|
$201K
|
+$202K
|
+7,913
|
New
|
|
|
19
|
Winfield Associates
Cleveland,
Ohio
|
$173K
|
+$173K
|
+6,800
|
New
|
|
|
20
|
Vigilant Capital Management
Portland,
Maine
|
$12K
|
+$12.1K
|
+475
|
New
|
|
|
21
|
New England Securities
New York
|
$10K
|
–
|
–
|
–
|
|
