|
1
|
Wells Fargo
San Francisco,
California
|
$11.4M
|
+$340K
|
+13,348
|
+3%
|
|
|
2
|
|
$10.6M
|
+$2.02M
|
+79,437
|
+23%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$8.27M
|
+$825K
|
+32,409
|
+11%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$5.96M
|
-$346K
|
-13,578
|
-5%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$5.13M
|
+$117K
|
+4,601
|
+2%
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$4.48M
|
+$4M
|
+157,294
|
+817%
|
|
|
7
|
Private Advisor Group
Morristown,
New Jersey
|
$4M
|
+$1.4M
|
+55,072
|
+54%
|
|
|
8
|
Vigilant Capital Management
Portland,
Maine
|
$3.94M
|
-$297K
|
-11,665
|
-7%
|
|
|
9
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.17M
|
+$191K
|
+7,503
|
+6%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.97M
|
+$502K
|
+19,719
|
+20%
|
|
|
11
|
Trust Company
Manhattan,
Kansas
|
$2.72M
|
+$200K
|
+7,859
|
+8%
|
|
|
12
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.13M
|
-$296K
|
-11,650
|
-12%
|
|
|
13
|
Managed Account Services
Coconut Grove,
Florida
|
$1.91M
|
+$1.92M
|
+75,306
|
New
|
|
|
14
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.89M
|
-$115K
|
-4,510
|
-6%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.85M
|
+$79.4K
|
+3,120
|
+4%
|
|
|
16
|
Mather Group
Chicago,
Illinois
|
$1.76M
|
+$1.76M
|
+69,152
|
New
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$1.57M
|
+$21.9K
|
+859
|
+1%
|
|
|
18
|
Davenport & Co
Richmond,
Virginia
|
$1.41M
|
+$89.3K
|
+3,510
|
+7%
|
|
|
19
|
Fusion Family Wealth
Woodbury,
New York
|
$1.27M
|
+$1.27M
|
+50,066
|
New
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$1.2M
|
+$891K
|
+34,998
|
+290%
|
|
|
21
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.05M
|
–
|
–
|
–
|
|
|
22
|
Asset Dedication LLC
San Francisco,
California
|
$918K
|
+$257K
|
+10,085
|
+38%
|
|
|
23
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$764K
|
–
|
–
|
–
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$736K
|
-$15.3K
|
-600
|
-2%
|
|
|
25
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$730K
|
+$732K
|
+28,750
|
New
|
|
