|
1
|
Bank of America
Charlotte,
North Carolina
|
$5.42M
|
+$1.05M
|
+41,156
|
+24%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$3.99M
|
+$2.94M
|
+114,977
|
+279%
|
|
|
3
|
|
$2.23M
|
+$553K
|
+21,644
|
+33%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$1.85M
|
-$82K
|
-3,209
|
-4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$1.82M
|
+$3.06K
|
+120
|
+0.2%
|
|
|
6
|
Virtu KCG Holdings
New York
|
$1.78M
|
+$1.78M
|
+69,644
|
New
|
|
|
7
|
Vigilant Capital Management
Portland,
Maine
|
$1.68M
|
+$694K
|
+27,185
|
+70%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$1.54M
|
+$900K
|
+35,232
|
+141%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$1.27M
|
+$130K
|
+5,085
|
+11%
|
|
|
10
|
Confluence Investment Management
St. Louis,
Missouri
|
$960K
|
+$960K
|
+37,589
|
New
|
|
|
11
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$710K
|
+$34.2K
|
+1,340
|
+5%
|
|
|
12
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$623K
|
+$398K
|
+15,580
|
+177%
|
|
|
13
|
Davenport & Co
Richmond,
Virginia
|
$579K
|
+$26.3K
|
+1,030
|
+5%
|
|
|
14
|
Colony Group
Boston,
Massachusetts
|
$487K
|
+$82.5K
|
+3,230
|
+20%
|
|
|
15
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$449K
|
+$50K
|
+1,959
|
+13%
|
|
|
16
|
Legacy Private Trust
Neenah,
Wisconsin
|
$362K
|
–
|
–
|
–
|
|
|
17
|
|
$342K
|
-$3.96K
|
-155
|
-1%
|
|
|
18
|
Old National Bancorp
Evansville,
Indiana
|
$316K
|
–
|
–
|
–
|
|
|
19
|
Trust Company
Manhattan,
Kansas
|
$312K
|
+$312K
|
+12,231
|
New
|
|
|
20
|
Alerus Investment Advisors
Wayzata,
Minnesota
|
$309K
|
+$11.9K
|
+466
|
+4%
|
|
|
21
|
Baird
Milwaukee,
Wisconsin
|
$291K
|
+$291K
|
+11,400
|
New
|
|
|
22
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$278K
|
–
|
–
|
–
|
|
|
23
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$234K
|
+$234K
|
+9,175
|
New
|
|
|
24
|
LPL Financial
San Diego,
California
|
$232K
|
+$232K
|
+9,068
|
New
|
|
|
25
|
Managed Account Advisors
Jersey City,
New Jersey
|
$101K
|
+$101K
|
+3,946
|
New
|
|
