|
1
|
UBS Group
Zurich,
Switzerland
|
$11.6M
|
+$1.35M
|
+53,029
|
+13%
|
|
|
2
|
|
$9.48M
|
+$164K
|
+6,426
|
+2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$8.43M
|
+$330K
|
+12,956
|
+4%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$7.19M
|
+$586K
|
+22,982
|
+9%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$6.97M
|
+$935K
|
+36,694
|
+15%
|
|
|
6
|
Gateway Advisory
Westfield,
New Jersey
|
$6.41M
|
+$76.4K
|
+3,000
|
+1%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$6.35M
|
+$550K
|
+21,571
|
+9%
|
|
|
8
|
Vigilant Capital Management
Portland,
Maine
|
$6.28M
|
+$1.63M
|
+63,953
|
+35%
|
|
|
9
|
BB&T Securities
Richmond,
Virginia
|
$5.77M
|
+$220K
|
+8,641
|
+4%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$5.15M
|
+$331K
|
+12,996
|
+7%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$5.03M
|
+$562K
|
+22,072
|
+13%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.15M
|
-$16.1K
|
-630
|
-0.4%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$3.86M
|
+$252K
|
+9,908
|
+7%
|
|
|
14
|
Leavell Investment Management
Mobile,
Alabama
|
$2.93M
|
+$1.83M
|
+71,997
|
+167%
|
|
|
15
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.81M
|
-$36.1K
|
-1,417
|
-1%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$2.45M
|
+$271K
|
+10,629
|
+12%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$1.98M
|
+$283K
|
+11,105
|
+17%
|
|
|
18
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.91M
|
+$76
|
+3
|
+0%
|
|
|
19
|
Managed Account Services
Coconut Grove,
Florida
|
$1.83M
|
–
|
–
|
–
|
|
|
20
|
Mather Group
Chicago,
Illinois
|
$1.65M
|
+$52K
|
+2,042
|
+3%
|
|
|
21
|
Asset Dedication LLC
San Francisco,
California
|
$1.52M
|
+$393K
|
+15,436
|
+35%
|
|
|
22
|
Fusion Family Wealth
Woodbury,
New York
|
$1.48M
|
+$22.3K
|
+876
|
+2%
|
|
|
23
|
Davenport & Co
Richmond,
Virginia
|
$1.4M
|
-$35.5K
|
-1,395
|
-2%
|
|
|
24
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.22M
|
+$25.5K
|
+1,000
|
+2%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.08M
|
-$34.5K
|
-1,352
|
-3%
|
|
