|
1
|
Wells Fargo
San Francisco,
California
|
$12.8M
|
+$1.34M
|
+52,549
|
+12%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$10.6M
|
+$2.36M
|
+92,654
|
+28%
|
|
|
3
|
|
$10.1M
|
-$524K
|
-20,585
|
-5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$6.6M
|
+$636K
|
+24,976
|
+11%
|
|
|
5
|
Gateway Advisory
Westfield,
New Jersey
|
$6.11M
|
+$6.1M
|
+239,598
|
New
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$5.74M
|
+$1.24M
|
+48,842
|
+28%
|
|
|
7
|
BB&T Securities
Richmond,
Virginia
|
$4.84M
|
+$4.85M
|
+190,460
|
New
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$4.71M
|
-$436K
|
-17,098
|
-8%
|
|
|
9
|
Vigilant Capital Management
Portland,
Maine
|
$4.31M
|
+$359K
|
+14,109
|
+9%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$4.12M
|
+$134K
|
+5,245
|
+3%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.81M
|
+$830K
|
+32,582
|
+28%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$3.59M
|
+$3.6M
|
+141,240
|
New
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.08M
|
-$92.9K
|
-3,645
|
-3%
|
|
|
14
|
Trust Company
Manhattan,
Kansas
|
$2.71M
|
-$18.6K
|
-730
|
-0.7%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$2.1M
|
+$247K
|
+9,677
|
+13%
|
|
|
16
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.05M
|
-$81.5K
|
-3,200
|
-4%
|
|
|
17
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.91M
|
+$20.2K
|
+793
|
+1%
|
|
|
18
|
Managed Account Services
Coconut Grove,
Florida
|
$1.83M
|
-$84.2K
|
-3,306
|
-4%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$1.75M
|
+$177K
|
+6,930
|
+11%
|
|
|
20
|
Mather Group
Chicago,
Illinois
|
$1.61M
|
-$147K
|
-5,756
|
-8%
|
|
|
21
|
Davenport & Co
Richmond,
Virginia
|
$1.41M
|
–
|
–
|
–
|
|
|
22
|
Fusion Family Wealth
Woodbury,
New York
|
$1.2M
|
-$76.2K
|
-2,992
|
-6%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.14M
|
+$759K
|
+29,778
|
+198%
|
|
|
24
|
Asset Dedication LLC
San Francisco,
California
|
$1.1M
|
+$185K
|
+7,280
|
+20%
|
|
|
25
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.06M
|
–
|
–
|
–
|
|
