|
1
|
Bank of America
Charlotte,
North Carolina
|
$9.82M
|
+$186K
|
+7,242
|
+2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$6.46M
|
+$540K
|
+21,027
|
+9%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$6.29M
|
-$278K
|
-10,813
|
-4%
|
|
|
4
|
|
$4.68M
|
+$902K
|
+35,100
|
+24%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
$4.18M
|
+$1.18M
|
+45,904
|
+39%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$3.67M
|
+$190K
|
+7,397
|
+5%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$3.13M
|
+$468K
|
+18,207
|
+18%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.87M
|
+$427K
|
+16,600
|
+17%
|
|
|
9
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.87M
|
+$1.07M
|
+41,775
|
+60%
|
|
|
10
|
|
$2.2M
|
+$2.2M
|
+85,541
|
New
|
|
|
11
|
Trust Company
Manhattan,
Kansas
|
$1.85M
|
+$62K
|
+2,414
|
+3%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.66M
|
+$1.66M
|
+64,417
|
New
|
|
|
13
|
Confluence Investment Management
St. Louis,
Missouri
|
$1.48M
|
+$207K
|
+8,053
|
+16%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$1.4M
|
+$74K
|
+2,881
|
+6%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.22M
|
+$117K
|
+4,557
|
+11%
|
|
|
16
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.18M
|
–
|
–
|
–
|
|
|
17
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.14M
|
+$70K
|
+2,725
|
+7%
|
|
|
18
|
Davenport & Co
Richmond,
Virginia
|
$808K
|
+$5.01K
|
+195
|
+0.6%
|
|
|
19
|
Alerus Investment Advisors
Wayzata,
Minnesota
|
$727K
|
+$10K
|
+390
|
+1%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$716K
|
-$30.3K
|
-1,180
|
-4%
|
|
|
21
|
Legacy Private Trust
Neenah,
Wisconsin
|
$716K
|
+$514K
|
+20,000
|
+253%
|
|
|
22
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$683K
|
+$45.1K
|
+1,757
|
+7%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$515K
|
+$516K
|
+20,064
|
New
|
|
|
24
|
Boston Advisors
Boston,
Massachusetts
|
$442K
|
+$442K
|
+17,215
|
New
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$417K
|
+$417K
|
+16,241
|
New
|
|
