|
1
|
HighTower Advisors
Chicago,
Illinois
|
$4.31M
|
+$4.28M
|
+163,205
|
New
|
|
|
2
|
Confluence Investment Management
St. Louis,
Missouri
|
$4.16M
|
+$949K
|
+36,147
|
+30%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$3.23M
|
+$568K
|
+21,647
|
+21%
|
|
|
4
|
Vigilant Capital Management
Portland,
Maine
|
$2.56M
|
+$2.41M
|
+91,930
|
+1,910%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.11M
|
-$149K
|
-5,689
|
-12%
|
|
|
6
|
Virtu KCG Holdings
New York
|
$1.09M
|
+$1.09M
|
+41,380
|
New
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.09M
|
+$730K
|
+27,796
|
+210%
|
|
|
8
|
Boston Advisors
Boston,
Massachusetts
|
$939K
|
+$53.8K
|
+2,050
|
+6%
|
|
|
9
|
|
$854K
|
+$253K
|
+9,654
|
+43%
|
|
|
10
|
US Bancorp
Minneapolis,
Minnesota
|
$709K
|
+$703K
|
+26,802
|
New
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$536K
|
+$107K
|
+4,062
|
+25%
|
|
|
12
|
|
$354K
|
-$1.45M
|
-55,111
|
-80%
|
|
|
13
|
|
$304K
|
+$302K
|
+11,493
|
New
|
|
|
14
|
Asset Dedication LLC
San Francisco,
California
|
$265K
|
+$261K
|
+9,941
|
+9,941%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$243K
|
+$241K
|
+9,200
|
New
|
|
|
16
|
Trust Company
Manhattan,
Kansas
|
$167K
|
+$52.5K
|
+2,000
|
+47%
|
|
|
17
|
D.A. Davidson & Co
Great Falls,
Montana
|
$105K
|
–
|
–
|
–
|
|
|
18
|
WFG Advisors
Dallas,
Texas
|
$64K
|
+$184
|
+7
|
+0.3%
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$33K
|
+$22.6K
|
+862
|
+216%
|
|
|
20
|
|
$9K
|
+$9.63K
|
+367
|
New
|
|
|
21
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$7K
|
+$6.98K
|
+266
|
New
|
|
|
22
|
BlackRock Investment Management
Wilmington,
Delaware
|
$2K
|
–
|
–
|
–
|
|
|
23
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
–
|
-$682K
|
-26,177
|
Closed
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$661K
|
-25,379
|
Closed
|
|
