|
1
|
Wells Fargo
San Francisco,
California
|
$11.1M
|
+$865K
|
+33,764
|
+8%
|
|
|
2
|
|
$8.67M
|
+$4.07M
|
+158,838
|
+88%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$7.49M
|
+$1.28M
|
+50,011
|
+21%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$6.33M
|
-$234K
|
-9,132
|
-4%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$5.04M
|
+$537K
|
+20,934
|
+12%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.81M
|
+$747K
|
+29,152
|
+18%
|
|
|
7
|
Vigilant Capital Management
Portland,
Maine
|
$4.26M
|
-$42.8K
|
-1,670
|
-1%
|
|
|
8
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3M
|
-$769K
|
-29,989
|
-20%
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$2.6M
|
+$1.5M
|
+58,411
|
+135%
|
|
|
10
|
Trust Company
Manhattan,
Kansas
|
$2.53M
|
+$564K
|
+22,003
|
+28%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.49M
|
+$593K
|
+23,153
|
+31%
|
|
|
12
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.44M
|
+$1.43M
|
+55,979
|
+142%
|
|
|
13
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.01M
|
+$392K
|
+15,305
|
+24%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.78M
|
+$549K
|
+21,425
|
+44%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$1.55M
|
-$12.9K
|
-505
|
-0.8%
|
|
|
16
|
Davenport & Co
Richmond,
Virginia
|
$1.33M
|
+$23.1K
|
+900
|
+2%
|
|
|
17
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.06M
|
-$5.54K
|
-216
|
-0.5%
|
|
|
18
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$768K
|
+$367K
|
+14,305
|
+91%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$755K
|
-$55.1K
|
-2,150
|
-7%
|
|
|
20
|
Sabal Trust
St. Petersburg,
Florida
|
$705K
|
–
|
–
|
–
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$705K
|
+$53.5K
|
+2,086
|
+8%
|
|
|
22
|
Virtu KCG Holdings
New York
|
$697K
|
+$700K
|
+27,305
|
New
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$669K
|
-$6.02K
|
-235
|
-0.9%
|
|
|
24
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$664K
|
-$10.3K
|
-400
|
-2%
|
|
|
25
|
Boston Advisors
Boston,
Massachusetts
|
$505K
|
+$140K
|
+5,470
|
+38%
|
|
