|
1
|
Bank of America
Charlotte,
North Carolina
|
$5.96M
|
+$485K
|
+19,037
|
+9%
|
|
|
2
|
|
$4.41M
|
+$723K
|
+28,365
|
+20%
|
|
|
3
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.77M
|
+$2.27M
|
+88,900
|
+152%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$1.72M
|
+$142K
|
+5,567
|
+9%
|
|
|
5
|
|
$1.57M
|
+$1.57M
|
+61,516
|
New
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.57M
|
+$1.05M
|
+41,093
|
+204%
|
|
|
7
|
Confluence Investment Management
St. Louis,
Missouri
|
$1.46M
|
+$222K
|
+8,723
|
+18%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$1.19M
|
+$908K
|
+35,607
|
+327%
|
|
|
9
|
|
$1.19M
|
+$247K
|
+9,681
|
+26%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$1.14M
|
+$795K
|
+31,180
|
+233%
|
|
|
11
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.12M
|
+$26.2K
|
+1,027
|
+2%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$910K
|
+$647K
|
+25,376
|
+249%
|
|
|
13
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$846K
|
+$221K
|
+8,685
|
+36%
|
|
|
14
|
Sabal Trust
St. Petersburg,
Florida
|
$707K
|
–
|
–
|
–
|
|
|
15
|
Davenport & Co
Richmond,
Virginia
|
$637K
|
+$321K
|
+12,580
|
+102%
|
|
|
16
|
Old National Bancorp
Evansville,
Indiana
|
$408K
|
+$406K
|
+15,931
|
New
|
|
|
17
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$387K
|
+$386K
|
+15,125
|
New
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$240K
|
+$21.2K
|
+832
|
+10%
|
|
|
19
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$237K
|
–
|
–
|
–
|
|
|
20
|
Winfield Associates
Cleveland,
Ohio
|
$174K
|
–
|
–
|
–
|
|
|
21
|
Vigilant Capital Management
Portland,
Maine
|
$12K
|
–
|
–
|
–
|
|
|
22
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$9K
|
+$9.43K
|
+370
|
New
|
|
|
23
|
New England Securities
New York
|
$6K
|
-$4K
|
-157
|
-40%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.13M
|
-44,538
|
Closed
|
|
|
25
|
Empirical Wealth Management
Seattle,
Washington
|
–
|
-$201K
|
-7,913
|
Closed
|
|
