|
1
|
Bank of America
Charlotte,
North Carolina
|
$5.88M
|
-$60.8K
|
-2,389
|
-1%
|
|
|
2
|
|
$4.28M
|
+$415K
|
+16,337
|
+11%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$4.16M
|
+$487K
|
+19,163
|
+13%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$3.87M
|
+$547K
|
+21,498
|
+17%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
$3.7M
|
+$339K
|
+13,345
|
+10%
|
|
|
6
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.44M
|
+$335K
|
+13,155
|
+16%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$2.02M
|
+$76.8K
|
+3,022
|
+4%
|
|
|
8
|
Virtu KCG Holdings
New York
|
$2.01M
|
-$326K
|
-12,818
|
-14%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.81M
|
-$27K
|
-1,060
|
-1%
|
|
|
10
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.6M
|
+$24.2K
|
+951
|
+2%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$1.6M
|
-$28.4K
|
-1,115
|
-2%
|
|
|
12
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.5M
|
-$345K
|
-13,550
|
-19%
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.43M
|
+$656K
|
+25,798
|
+86%
|
|
|
14
|
Davenport & Co
Richmond,
Virginia
|
$1.08M
|
+$71.2K
|
+2,800
|
+7%
|
|
|
15
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.06M
|
+$1.05M
|
+41,475
|
New
|
|
|
16
|
Ironwood Financial
Tucson,
Arizona
|
$859K
|
-$50K
|
-1,965
|
-6%
|
|
|
17
|
Sabal Trust
St. Petersburg,
Florida
|
$705K
|
–
|
–
|
–
|
|
|
18
|
LPL Financial
San Diego,
California
|
$550K
|
+$56.7K
|
+2,230
|
+11%
|
|
|
19
|
Colony Group
Boston,
Massachusetts
|
$535K
|
+$533K
|
+20,943
|
New
|
|
|
20
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$530K
|
+$59K
|
+2,320
|
+13%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$488K
|
+$486K
|
+19,100
|
New
|
|
|
22
|
Old National Bancorp
Evansville,
Indiana
|
$458K
|
-$111K
|
-4,346
|
-20%
|
|
|
23
|
Trust Company
Manhattan,
Kansas
|
$434K
|
+$329K
|
+12,948
|
+319%
|
|
|
24
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$386K
|
–
|
–
|
–
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$360K
|
+$146K
|
+5,739
|
+69%
|
|
