|
1
|
|
$9.51M
|
+$71.3K
|
+2,805
|
+0.8%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$9.12M
|
-$2.46M
|
-96,610
|
-21%
|
|
|
3
|
Vigilant Capital Management
Portland,
Maine
|
$7.78M
|
+$1.53M
|
+60,164
|
+24%
|
|
|
4
|
|
$7.77M
|
+$6.93M
|
+272,785
|
+821%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$7.44M
|
+$280K
|
+11,031
|
+4%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$7.02M
|
+$692K
|
+27,215
|
+11%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$6.93M
|
-$1.47M
|
-57,858
|
-17%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$6.63M
|
-$320K
|
-12,606
|
-5%
|
|
|
9
|
Gateway Advisory
Westfield,
New Jersey
|
$5.97M
|
-$416K
|
-16,367
|
-7%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$5.31M
|
+$187K
|
+7,345
|
+4%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$4.29M
|
-$730K
|
-28,727
|
-15%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$4.13M
|
+$283K
|
+11,116
|
+7%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.07M
|
-$58K
|
-2,282
|
-1%
|
|
|
14
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.87M
|
+$1.08M
|
+42,324
|
+38%
|
|
|
15
|
Leavell Investment Management
Mobile,
Alabama
|
$3.05M
|
+$127K
|
+5,000
|
+4%
|
|
|
16
|
Fusion Family Wealth
Woodbury,
New York
|
$2.58M
|
+$1.1M
|
+43,453
|
+75%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$2.48M
|
+$41.6K
|
+1,637
|
+2%
|
|
|
18
|
Asset Dedication LLC
San Francisco,
California
|
$2.17M
|
+$652K
|
+25,629
|
+43%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.17M
|
+$2.17M
|
+85,270
|
New
|
|
|
20
|
Prism Advisors
Studio City,
California
|
$2.06M
|
+$2.07M
|
+81,277
|
New
|
|
|
21
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.94M
|
+$35.1K
|
+1,380
|
+2%
|
|
|
22
|
Managed Account Services
Coconut Grove,
Florida
|
$1.83M
|
–
|
–
|
–
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$1.81M
|
-$157K
|
-6,185
|
-8%
|
|
|
24
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.3M
|
+$1.3M
|
+51,070
|
New
|
|
|
25
|
Davenport & Co
Richmond,
Virginia
|
$1.28M
|
-$118K
|
-4,642
|
-8%
|
|
