|
1
|
Wells Fargo
San Francisco,
California
|
$8.18M
|
+$671K
|
+26,026
|
+9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$7.97M
|
+$309K
|
+11,976
|
+4%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$6.73M
|
+$2.02M
|
+78,270
|
+42%
|
|
|
4
|
Vigilant Capital Management
Portland,
Maine
|
$5.12M
|
+$122K
|
+4,750
|
+2%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$4.96M
|
+$566K
|
+21,975
|
+13%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.82M
|
+$743K
|
+28,850
|
+18%
|
|
|
7
|
|
$4.81M
|
+$1.16M
|
+45,065
|
+32%
|
|
|
8
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.32M
|
-$651K
|
-25,271
|
-16%
|
|
|
9
|
Trust Company
Manhattan,
Kansas
|
$2.53M
|
+$558K
|
+21,643
|
+28%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.44M
|
+$629K
|
+24,393
|
+35%
|
|
|
11
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.43M
|
+$518K
|
+20,082
|
+27%
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.77M
|
+$560K
|
+21,712
|
+46%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$1.48M
|
+$773
|
+30
|
+0.1%
|
|
|
14
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$1.35M
|
+$1.36M
|
+52,599
|
New
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$1.3M
|
+$527K
|
+20,452
|
+68%
|
|
|
16
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.09M
|
-$5.57K
|
-216
|
-0.5%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$931K
|
-$1.04M
|
-40,413
|
-53%
|
|
|
18
|
Davenport & Co
Richmond,
Virginia
|
$856K
|
+$17.9K
|
+695
|
+2%
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$832K
|
+$301K
|
+11,693
|
+56%
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$830K
|
-$45.1K
|
-1,750
|
-5%
|
|
|
21
|
Asset Dedication LLC
San Francisco,
California
|
$787K
|
+$229K
|
+8,882
|
+41%
|
|
|
22
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$772K
|
+$367K
|
+14,230
|
+90%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$765K
|
+$768K
|
+29,812
|
New
|
|
|
24
|
Alerus Financial
Grand Forks,
North Dakota
|
$745K
|
+$19K
|
+737
|
+3%
|
|
|
25
|
Legacy Private Trust
Neenah,
Wisconsin
|
$744K
|
-$30K
|
-1,166
|
-4%
|
|
