|
1
|
Bank of America
Charlotte,
North Carolina
|
$6.51M
|
+$395K
|
+15,441
|
+6%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$3.38M
|
+$3.37M
|
+131,975
|
New
|
|
|
3
|
|
$3.29M
|
-$1.51M
|
-58,997
|
-31%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$3.06M
|
+$367K
|
+14,345
|
+14%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$2.02M
|
+$292K
|
+11,435
|
+17%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.88M
|
+$245K
|
+9,575
|
+15%
|
|
|
7
|
|
$1.82M
|
+$1.05M
|
+40,907
|
+136%
|
|
|
8
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.82M
|
-$680K
|
-26,600
|
-27%
|
|
|
9
|
Confluence Investment Management
St. Louis,
Missouri
|
$1.8M
|
+$224K
|
+8,756
|
+14%
|
|
|
10
|
Vigilant Capital Management
Portland,
Maine
|
$1.71M
|
+$1.18M
|
+45,990
|
+221%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$1.63M
|
-$13.6K
|
-532
|
-0.8%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$1.61M
|
+$1.6M
|
+62,480
|
+12,909%
|
|
|
13
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.43M
|
+$295K
|
+11,538
|
+26%
|
|
|
14
|
Davenport & Co
Richmond,
Virginia
|
$961K
|
+$216K
|
+8,450
|
+29%
|
|
|
15
|
Ironwood Financial
Tucson,
Arizona
|
$913K
|
+$910K
|
+35,600
|
New
|
|
|
16
|
Sabal Trust
St. Petersburg,
Florida
|
$707K
|
–
|
–
|
–
|
|
|
17
|
Old National Bancorp
Evansville,
Indiana
|
$571K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$513K
|
-$55.8K
|
-2,182
|
-10%
|
|
|
19
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$449K
|
-$426K
|
-16,670
|
-49%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$388K
|
–
|
–
|
–
|
|
|
21
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$387K
|
–
|
–
|
–
|
|
|
22
|
Colony Group
Boston,
Massachusetts
|
$281K
|
+$280K
|
+10,950
|
New
|
|
|
23
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$277K
|
+$276K
|
+10,795
|
New
|
|
|
24
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$259K
|
+$259K
|
+10,123
|
New
|
|
|
25
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$238K
|
–
|
–
|
–
|
|
