|
1
|
US Bancorp
Minneapolis,
Minnesota
|
$8.52M
|
+$1.08M
|
+42,423
|
+14%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$7.16M
|
+$140K
|
+5,526
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$6.45M
|
-$177K
|
-6,976
|
-3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$6.28M
|
-$654K
|
-25,789
|
-9%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$5.94M
|
+$629K
|
+24,778
|
+12%
|
|
|
6
|
Gateway Advisory
Westfield,
New Jersey
|
$5.94M
|
-$31.6K
|
-1,246
|
-0.5%
|
|
|
7
|
|
$5.37M
|
-$4.15M
|
-163,466
|
-44%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.57M
|
+$2.41M
|
+94,829
|
+111%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$4.39M
|
+$264K
|
+10,398
|
+6%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.37M
|
+$296K
|
+11,672
|
+7%
|
|
|
11
|
Leavell Investment Management
Mobile,
Alabama
|
$3.38M
|
+$330K
|
+13,000
|
+11%
|
|
|
12
|
Asset Dedication LLC
San Francisco,
California
|
$3.28M
|
+$1.11M
|
+43,898
|
+51%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.98M
|
-$6.14M
|
-241,967
|
-67%
|
|
|
14
|
|
$2.54M
|
-$5.23M
|
-206,083
|
-67%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$2.42M
|
-$60.9K
|
-2,399
|
-2%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$2.41M
|
-$1.88M
|
-74,018
|
-44%
|
|
|
17
|
Fusion Family Wealth
Woodbury,
New York
|
$2.21M
|
-$370K
|
-14,594
|
-14%
|
|
|
18
|
Prism Advisors
Studio City,
California
|
$2.07M
|
–
|
–
|
–
|
|
|
19
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.94M
|
+$279
|
+11
|
+0%
|
|
|
20
|
Managed Account Services
Coconut Grove,
Florida
|
$1.83M
|
–
|
–
|
–
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$1.76M
|
-$54.4K
|
-2,145
|
-3%
|
|
|
22
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.58M
|
-$2.29M
|
-90,338
|
-59%
|
|
|
23
|
Vigilant Capital Management
Portland,
Maine
|
$1.49M
|
-$6.29M
|
-247,767
|
-81%
|
|
|
24
|
Davenport & Co
Richmond,
Virginia
|
$1.32M
|
+$41.1K
|
+1,620
|
+3%
|
|
|
25
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.22M
|
–
|
–
|
–
|
|
