|
1
|
HighTower Advisors
Chicago,
Illinois
|
$7.03M
|
+$80.3K
|
+3,106
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$6.94M
|
-$503K
|
-19,459
|
-7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$6.49M
|
+$1.65M
|
+63,678
|
+34%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$5.45M
|
+$1.75M
|
+67,829
|
+48%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
$4.93M
|
+$890K
|
+34,440
|
+22%
|
|
|
6
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$4.58M
|
+$4.56M
|
+176,512
|
New
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$4.45M
|
+$1.27M
|
+49,241
|
+40%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.4M
|
+$1.33M
|
+51,557
|
+44%
|
|
|
9
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.71M
|
+$1.12M
|
+43,398
|
+44%
|
|
|
10
|
|
$3.46M
|
-$48.5K
|
-1,874
|
-1%
|
|
|
11
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.77M
|
+$648K
|
+25,063
|
+31%
|
|
|
12
|
Trust Company
Manhattan,
Kansas
|
$1.99M
|
+$102K
|
+3,943
|
+5%
|
|
|
13
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$955K
|
+$96.7K
|
+3,739
|
+11%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$926K
|
+$922K
|
+35,661
|
New
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$882K
|
+$66.6K
|
+2,576
|
+8%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$832K
|
+$465K
|
+17,996
|
+128%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$767K
|
-$24.4K
|
-945
|
-3%
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$631K
|
+$628K
|
+24,303
|
New
|
|
|
19
|
Davenport & Co
Richmond,
Virginia
|
$624K
|
+$25.9K
|
+1,000
|
+4%
|
|
|
20
|
Boston Advisors
Boston,
Massachusetts
|
$598K
|
+$12.3K
|
+477
|
+2%
|
|
|
21
|
Asset Dedication LLC
San Francisco,
California
|
$521K
|
+$286K
|
+11,059
|
+123%
|
|
|
22
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$445K
|
+$147K
|
+5,700
|
+50%
|
|
|
23
|
Legacy Private Trust
Neenah,
Wisconsin
|
$431K
|
+$59.5K
|
+2,300
|
+16%
|
|
|
24
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$393K
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$384K
|
-$433K
|
-16,744
|
-53%
|
|
