|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.19M
|
+$2.28M
|
+89,826
|
+253%
|
|
|
2
|
|
$3.12M
|
+$1.28M
|
+50,556
|
+70%
|
|
|
3
|
|
$1.93M
|
+$1.93M
|
+76,046
|
New
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$1.65M
|
+$576K
|
+22,703
|
+54%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.65M
|
+$712K
|
+28,048
|
+77%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$1.18M
|
+$365K
|
+14,395
|
+45%
|
|
|
7
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$976K
|
+$32.2K
|
+1,270
|
+3%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$624K
|
+$277K
|
+10,898
|
+80%
|
|
|
9
|
Vigilant Capital Management
Portland,
Maine
|
$487K
|
+$136K
|
+5,350
|
+39%
|
|
|
10
|
Legacy Private Trust
Neenah,
Wisconsin
|
$361K
|
-$53.5K
|
-2,110
|
-13%
|
|
|
11
|
|
$339K
|
-$101K
|
-3,977
|
-23%
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$332K
|
+$331K
|
+13,032
|
New
|
|
|
13
|
Old National Bancorp
Evansville,
Indiana
|
$314K
|
+$314K
|
+12,354
|
New
|
|
|
14
|
Alerus Investment Advisors
Wayzata,
Minnesota
|
$296K
|
+$186K
|
+7,327
|
+171%
|
|
|
15
|
Davenport & Co
Richmond,
Virginia
|
$277K
|
+$276K
|
+10,880
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$74K
|
+$73.7K
|
+2,906
|
New
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$12K
|
+$12.4K
|
+489
|
New
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$11K
|
–
|
–
|
–
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.12M
|
-44,061
|
Closed
|
|
