|
1
|
Bank of America
Charlotte,
North Carolina
|
$4.34M
|
+$1.16M
|
+45,623
|
+36%
|
|
|
2
|
United Capital Financial Advisors
Irving,
Texas
|
$1.93M
|
+$286K
|
+11,226
|
+17%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$1.81M
|
+$1.81M
|
+71,104
|
New
|
|
|
4
|
|
$1.67M
|
-$1.45M
|
-56,929
|
-46%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$1.13M
|
-$47K
|
-1,848
|
-4%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$1.05M
|
+$425K
|
+16,700
|
+68%
|
|
|
7
|
Vigilant Capital Management
Portland,
Maine
|
$982K
|
+$497K
|
+19,535
|
+102%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$970K
|
+$899K
|
+35,302
|
+1,215%
|
|
|
9
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$672K
|
-$304K
|
-11,940
|
-31%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$635K
|
+$624K
|
+24,501
|
+5,010%
|
|
|
11
|
Davenport & Co
Richmond,
Virginia
|
$550K
|
+$274K
|
+10,775
|
+99%
|
|
|
12
|
Colony Group
Boston,
Massachusetts
|
$403K
|
+$403K
|
+15,850
|
New
|
|
|
13
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$397K
|
+$65.5K
|
+2,575
|
+20%
|
|
|
14
|
Legacy Private Trust
Neenah,
Wisconsin
|
$360K
|
–
|
–
|
–
|
|
|
15
|
|
$344K
|
+$5.6K
|
+220
|
+2%
|
|
|
16
|
Old National Bancorp
Evansville,
Indiana
|
$314K
|
–
|
–
|
–
|
|
|
17
|
Alerus Investment Advisors
Wayzata,
Minnesota
|
$295K
|
–
|
–
|
–
|
|
|
18
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$277K
|
+$277K
|
+10,895
|
New
|
|
|
19
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$224K
|
+$225K
|
+8,823
|
New
|
|
|
20
|
MSI Financial Services
Springfield,
Massachusetts
|
$18K
|
+$17.8K
|
+700
|
New
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$11K
|
+$11.1K
|
+437
|
New
|
|
|
22
|
|
–
|
-$1.93M
|
-76,046
|
Closed
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$1.65M
|
-64,685
|
Closed
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$11K
|
-437
|
Closed
|
|
