|
1
|
Bank of America
Charlotte,
North Carolina
|
$7.76M
|
+$1.57M
|
+61,623
|
+25%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$5.81M
|
+$473K
|
+18,601
|
+9%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$3.1M
|
+$1.21M
|
+47,371
|
+64%
|
|
|
4
|
|
$3.08M
|
+$497K
|
+19,531
|
+19%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$2.7M
|
+$796K
|
+31,297
|
+42%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.5M
|
+$684K
|
+26,889
|
+38%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$2.36M
|
+$233K
|
+9,168
|
+11%
|
|
|
8
|
Vigilant Capital Management
Portland,
Maine
|
$1.9M
|
-$2.54K
|
-100
|
-0.1%
|
|
|
9
|
Trust Company
Manhattan,
Kansas
|
$1.52M
|
+$885K
|
+34,789
|
+141%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$1.32M
|
+$24.5K
|
+961
|
+2%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.24M
|
-$50K
|
-1,963
|
-4%
|
|
|
12
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.19M
|
+$120K
|
+4,700
|
+11%
|
|
|
13
|
Confluence Investment Management
St. Louis,
Missouri
|
$1.12M
|
-$3K
|
-118
|
-0.3%
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$861K
|
+$450K
|
+17,674
|
+110%
|
|
|
15
|
Davenport & Co
Richmond,
Virginia
|
$777K
|
+$62.9K
|
+2,470
|
+9%
|
|
|
16
|
Colony Group
Boston,
Massachusetts
|
$740K
|
-$15.1K
|
-594
|
-2%
|
|
|
17
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$661K
|
-$138K
|
-5,425
|
-17%
|
|
|
18
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$592K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$576K
|
-$321K
|
-12,633
|
-36%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$551K
|
-$255K
|
-10,023
|
-32%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$353K
|
+$5.5K
|
+216
|
+2%
|
|
|
22
|
|
$323K
|
-$23.4K
|
-920
|
-7%
|
|
|
23
|
The Family Firm
Bethesda,
Maryland
|
$290K
|
+$289K
|
+11,346
|
New
|
|
|
24
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$278K
|
–
|
–
|
–
|
|
|
25
|
Ironwood Financial
Tucson,
Arizona
|
$241K
|
+$240K
|
+9,420
|
New
|
|
