|
1
|
UBS Group
Zurich,
Switzerland
|
$10.3M
|
-$399K
|
-15,655
|
-4%
|
|
|
2
|
|
$9.31M
|
-$840K
|
-32,979
|
-8%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$8.1M
|
-$4.68M
|
-183,704
|
-37%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$6.6M
|
+$856K
|
+33,617
|
+15%
|
|
|
5
|
Gateway Advisory
Westfield,
New Jersey
|
$6.33M
|
+$224K
|
+8,793
|
+4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$6.04M
|
-$574K
|
-22,517
|
-9%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$5.8M
|
+$2.2M
|
+86,401
|
+61%
|
|
|
8
|
BB&T Securities
Richmond,
Virginia
|
$5.54M
|
+$691K
|
+27,112
|
+14%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$4.81M
|
+$99.9K
|
+3,922
|
+2%
|
|
|
10
|
Vigilant Capital Management
Portland,
Maine
|
$4.65M
|
+$331K
|
+12,995
|
+8%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$4.47M
|
+$346K
|
+13,580
|
+8%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.16M
|
+$349K
|
+13,698
|
+9%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$3.61M
|
+$3.6M
|
+141,480
|
New
|
|
|
14
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.84M
|
-$244K
|
-9,583
|
-8%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$2.18M
|
+$73.8K
|
+2,897
|
+4%
|
|
|
16
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.91M
|
+$255
|
+10
|
+0%
|
|
|
17
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.88M
|
-$173K
|
-6,800
|
-8%
|
|
|
18
|
Managed Account Services
Coconut Grove,
Florida
|
$1.83M
|
–
|
–
|
–
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$1.69M
|
-$55.3K
|
-2,170
|
-3%
|
|
|
20
|
Mather Group
Chicago,
Illinois
|
$1.6M
|
-$17K
|
-669
|
-1%
|
|
|
21
|
Fusion Family Wealth
Woodbury,
New York
|
$1.46M
|
+$258K
|
+10,115
|
+21%
|
|
|
22
|
Davenport & Co
Richmond,
Virginia
|
$1.44M
|
+$17.3K
|
+680
|
+1%
|
|
|
23
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.19M
|
+$135K
|
+5,307
|
+13%
|
|
|
24
|
Asset Dedication LLC
San Francisco,
California
|
$1.13M
|
+$16.5K
|
+646
|
+1%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.11M
|
-$31.8K
|
-1,249
|
-3%
|
|
