|
1
|
Wells Fargo
San Francisco,
California
|
$9.3M
|
+$606K
|
+23,674
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$7.05M
|
-$555K
|
-21,699
|
-7%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$5.28M
|
+$57.8K
|
+2,259
|
+1%
|
|
|
4
|
|
$4.75M
|
-$57.7K
|
-2,253
|
-1%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
$4.4M
|
+$324K
|
+12,656
|
+8%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$3.25M
|
+$471K
|
+18,417
|
+17%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.86M
|
+$431K
|
+16,820
|
+18%
|
|
|
8
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.76M
|
+$447K
|
+17,482
|
+19%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2.4M
|
+$645K
|
+25,198
|
+37%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2M
|
+$2M
|
+77,939
|
New
|
|
|
11
|
Trust Company
Manhattan,
Kansas
|
$1.88M
|
+$130K
|
+5,097
|
+7%
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.65M
|
-$97.9K
|
-3,823
|
-6%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$1.52M
|
+$22.9K
|
+895
|
+2%
|
|
|
14
|
Davenport & Co
Richmond,
Virginia
|
$1.25M
|
+$47.2K
|
+1,845
|
+4%
|
|
|
15
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.13M
|
–
|
–
|
–
|
|
|
16
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.01M
|
+$410K
|
+16,000
|
+68%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$846K
|
+$114K
|
+4,450
|
+16%
|
|
|
18
|
Sabal Trust
St. Petersburg,
Florida
|
$707K
|
–
|
–
|
–
|
|
|
19
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$701K
|
-$25.6K
|
-1,000
|
-4%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$628K
|
+$628K
|
+24,518
|
New
|
|
|
21
|
Valmark Advisers
Akron,
Ohio
|
$525K
|
+$93.9K
|
+3,670
|
+22%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$523K
|
+$51.9K
|
+2,027
|
+11%
|
|
|
23
|
Boston Advisors
Boston,
Massachusetts
|
$485K
|
+$485K
|
+18,950
|
New
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$472K
|
+$120K
|
+4,673
|
+34%
|
|
|
25
|
Asset Dedication LLC
San Francisco,
California
|
$403K
|
-$4.53K
|
-177
|
-1%
|
|
