|
1
|
HighTower Advisors
Chicago,
Illinois
|
$6.46M
|
+$1.34M
|
+53,113
|
+26%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$4.13M
|
+$3.52M
|
+139,563
|
+582%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$2.11M
|
-$1.62M
|
-64,069
|
-43%
|
|
|
4
|
Vigilant Capital Management
Portland,
Maine
|
$2.07M
|
+$255K
|
+10,095
|
+14%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$1.88M
|
+$21.3K
|
+846
|
+1%
|
|
|
6
|
|
$1.87M
|
+$1.87M
|
+74,130
|
New
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.8M
|
+$1.8M
|
+71,186
|
New
|
|
|
8
|
Confluence Investment Management
St. Louis,
Missouri
|
$1.6M
|
+$228K
|
+9,050
|
+17%
|
|
|
9
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.19M
|
+$134K
|
+5,310
|
+13%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$981K
|
-$3.41K
|
-135
|
-0.3%
|
|
|
11
|
Trust Company
Manhattan,
Kansas
|
$782K
|
+$402K
|
+15,934
|
+106%
|
|
|
12
|
Colony Group
Boston,
Massachusetts
|
$718K
|
+$270K
|
+10,695
|
+60%
|
|
|
13
|
|
$711K
|
+$354K
|
+14,023
|
+99%
|
|
|
14
|
Davenport & Co
Richmond,
Virginia
|
$408K
|
+$153K
|
+6,080
|
+60%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$366K
|
+$366K
|
+14,503
|
New
|
|
|
16
|
Managed Account Advisors
Jersey City,
New Jersey
|
$350K
|
+$250K
|
+9,909
|
+250%
|
|
|
17
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$317K
|
+$315K
|
+12,495
|
New
|
|
|
18
|
|
$309K
|
+$5.02K
|
+199
|
+2%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$275K
|
+$274K
|
+10,875
|
New
|
|
|
20
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$232K
|
–
|
–
|
–
|
|
|
21
|
American International Group
New York
|
$59.1K
|
+$39.1K
|
+1,548
|
+195%
|
|
|
22
|
MSI Financial Services
Springfield,
Massachusetts
|
$12K
|
+$11.6K
|
+458
|
New
|
|
|
23
|
Alerus Investment Advisors
Wayzata,
Minnesota
|
$6K
|
–
|
–
|
–
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$805K
|
-31,701
|
Closed
|
|
|
25
|
Old National Bancorp
Evansville,
Indiana
|
–
|
-$229K
|
-9,000
|
Closed
|
|
