|
1
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$137M
|
-$3.69M
|
-144,624
|
-3%
|
|
|
2
|
Evensky & Katz
Coral Gables,
Florida
|
$30.5M
|
+$615K
|
+24,061
|
+2%
|
|
|
3
|
|
$19.9M
|
+$1.73M
|
+67,908
|
+10%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$11.6M
|
+$7.09M
|
+277,485
|
+157%
|
|
|
5
|
|
$9.08M
|
+$6.93M
|
+271,217
|
+321%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$7.34M
|
-$373K
|
-14,618
|
-5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$5.61M
|
-$4.78M
|
-186,977
|
-46%
|
|
|
8
|
VeraBank
Henderson,
Texas
|
$4.18M
|
+$82.6K
|
+3,232
|
+2%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$3.79M
|
+$49.8K
|
+1,949
|
+1%
|
|
|
10
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$3.03M
|
-$305K
|
-11,944
|
-9%
|
|
|
11
|
Northern Trust
Chicago,
Illinois
|
$3M
|
-$4M
|
-156,622
|
-2%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$1.73M
|
-$13.2K
|
-515
|
-0.8%
|
|
|
13
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$1.54M
|
+$1.55M
|
+60,514
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.24M
|
+$722K
|
+28,245
|
+139%
|
|
|
15
|
Kendall Capital Management
Rockville,
Maryland
|
$925K
|
-$41.7K
|
-1,634
|
-4%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$843K
|
-$699K
|
-27,354
|
-45%
|
|
|
17
|
IFG Advisory
Atlanta,
Georgia
|
$418K
|
-$122K
|
-4,775
|
-23%
|
|
|
18
|
Tiemann Investment Advisors
Menlo Park,
California
|
$363K
|
+$230
|
+9
|
+0.1%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$289K
|
+$255
|
+10
|
+0.1%
|
|
|
20
|
Cribstone Capital Management
Augusta,
Maine
|
$236K
|
-$23.1K
|
-903
|
-9%
|
|
|
21
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$226K
|
+$664
|
+26
|
+0.3%
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$103K
|
-$10.2K
|
-400
|
-9%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$36K
|
–
|
–
|
–
|
|
|
24
|
William Blair & Company
Chicago,
Illinois
|
$30K
|
–
|
–
|
–
|
|
|
25
|
|
$28K
|
+$9.94K
|
+389
|
+54%
|
|
