|
1
|
Bank of America
Charlotte,
North Carolina
|
$6.1M
|
+$143K
|
+5,575
|
+2%
|
|
|
2
|
|
$4.79M
|
+$388K
|
+15,141
|
+9%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$2.69M
|
+$973K
|
+38,004
|
+57%
|
|
|
4
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.5M
|
-$1.27M
|
-49,700
|
-34%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$1.73M
|
+$589K
|
+22,998
|
+52%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$1.64M
|
+$447K
|
+17,470
|
+38%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.63M
|
+$724K
|
+28,272
|
+80%
|
|
|
8
|
Confluence Investment Management
St. Louis,
Missouri
|
$1.58M
|
+$115K
|
+4,492
|
+8%
|
|
|
9
|
|
$1.37M
|
+$190K
|
+7,406
|
+16%
|
|
|
10
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.13M
|
+$282
|
+11
|
+0%
|
|
|
11
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$875K
|
+$29.2K
|
+1,140
|
+3%
|
|
|
12
|
Virtu KCG Holdings
New York
|
$788K
|
+$789K
|
+30,824
|
New
|
|
|
13
|
|
$771K
|
-$804K
|
-31,379
|
-51%
|
|
|
14
|
Davenport & Co
Richmond,
Virginia
|
$743K
|
+$106K
|
+4,150
|
+17%
|
|
|
15
|
Sabal Trust
St. Petersburg,
Florida
|
$706K
|
–
|
–
|
–
|
|
|
16
|
Old National Bancorp
Evansville,
Indiana
|
$570K
|
+$163K
|
+6,352
|
+40%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$569K
|
-$999K
|
-39,013
|
-64%
|
|
|
18
|
Vigilant Capital Management
Portland,
Maine
|
$533K
|
+$522K
|
+20,368
|
+4,288%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$388K
|
+$388K
|
+15,159
|
New
|
|
|
20
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$386K
|
–
|
–
|
–
|
|
|
21
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$237K
|
–
|
–
|
–
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$225K
|
-$15.4K
|
-600
|
-6%
|
|
|
23
|
Baird
Milwaukee,
Wisconsin
|
$205K
|
+$205K
|
+8,000
|
New
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$202K
|
+$202K
|
+7,896
|
New
|
|
|
25
|
Winfield Associates
Cleveland,
Ohio
|
$174K
|
–
|
–
|
–
|
|
