|
1
|
Bank of America
Charlotte,
North Carolina
|
$7.69M
|
-$2.14M
|
-83,423
|
-22%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$7.53M
|
+$1.06M
|
+41,191
|
+16%
|
|
|
3
|
Vigilant Capital Management
Portland,
Maine
|
$5.01M
|
+$819K
|
+31,855
|
+20%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.74M
|
+$1.07M
|
+41,439
|
+29%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$4.46M
|
+$1.28M
|
+49,610
|
+41%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.09M
|
+$1.22M
|
+47,274
|
+42%
|
|
|
7
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.98M
|
+$1.11M
|
+43,255
|
+39%
|
|
|
8
|
|
$3.66M
|
-$1.03M
|
-39,964
|
-22%
|
|
|
9
|
Trust Company
Manhattan,
Kansas
|
$1.98M
|
+$129K
|
+5,007
|
+7%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$1.98M
|
-$4.32M
|
-168,049
|
-69%
|
|
|
11
|
Confluence Investment Management
St. Louis,
Missouri
|
$1.92M
|
+$444K
|
+17,283
|
+30%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.82M
|
+$1.4M
|
+54,373
|
+335%
|
|
|
13
|
|
$1.62M
|
-$576K
|
-22,421
|
-26%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$1.49M
|
+$87.2K
|
+3,390
|
+6%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.31M
|
-$349K
|
-13,577
|
-21%
|
|
|
16
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.23M
|
+$79.5K
|
+3,091
|
+7%
|
|
|
17
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.1M
|
-$82.7K
|
-3,216
|
-7%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$878K
|
-$342K
|
-13,287
|
-28%
|
|
|
19
|
Davenport & Co
Richmond,
Virginia
|
$840K
|
+$30.9K
|
+1,200
|
+4%
|
|
|
20
|
Legacy Private Trust
Neenah,
Wisconsin
|
$777K
|
+$59.1K
|
+2,300
|
+8%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$777K
|
+$260K
|
+10,109
|
+50%
|
|
|
22
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$761K
|
+$77.1K
|
+2,998
|
+11%
|
|
|
23
|
Alerus Financial
Grand Forks,
North Dakota
|
$729K
|
+$728K
|
+28,318
|
New
|
|
|
24
|
Asset Dedication LLC
San Francisco,
California
|
$561K
|
+$258K
|
+10,050
|
+85%
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$535K
|
+$534K
|
+20,763
|
New
|
|
