|
1
|
HighTower Advisors
Chicago,
Illinois
|
$5.15M
|
+$4.86M
|
+191,082
|
+1,622%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$3.75M
|
+$3.76M
|
+147,655
|
New
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$1.86M
|
-$82.3K
|
-3,236
|
-4%
|
|
|
4
|
Vigilant Capital Management
Portland,
Maine
|
$1.82M
|
+$1.16M
|
+45,790
|
+177%
|
|
|
5
|
Confluence Investment Management
St. Louis,
Missouri
|
$1.38M
|
+$1.38M
|
+54,153
|
New
|
|
|
6
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.06M
|
+$51.4K
|
+2,020
|
+5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$990K
|
+$343K
|
+13,501
|
+53%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$805K
|
+$807K
|
+31,701
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$609K
|
+$461K
|
+18,129
|
+310%
|
|
|
10
|
Colony Group
Boston,
Massachusetts
|
$451K
|
+$189K
|
+7,440
|
+72%
|
|
|
11
|
Trust Company
Manhattan,
Kansas
|
$382K
|
+$383K
|
+15,040
|
New
|
|
|
12
|
|
$359K
|
+$279K
|
+10,981
|
+346%
|
|
|
13
|
|
$306K
|
-$6.11K
|
-240
|
-2%
|
|
|
14
|
Davenport & Co
Richmond,
Virginia
|
$256K
|
+$256K
|
+10,070
|
New
|
|
|
15
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$233K
|
+$233K
|
+9,175
|
New
|
|
|
16
|
Old National Bancorp
Evansville,
Indiana
|
$229K
|
–
|
–
|
–
|
|
|
17
|
Managed Account Advisors
Jersey City,
New Jersey
|
$101K
|
+$101K
|
+3,968
|
New
|
|
|
18
|
American International Group
New York
|
$20.1K
|
+$20.1K
|
+792
|
New
|
|
|
19
|
Alerus Investment Advisors
Wayzata,
Minnesota
|
$6K
|
+$5.95K
|
+234
|
New
|
|
|
20
|
|
–
|
-$1.37M
|
-54,106
|
Closed
|
|
