|
1
|
|
$8.72M
|
+$3.99M
|
+156,808
|
+84%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$8.7M
|
+$837K
|
+32,895
|
+11%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$8.65M
|
+$582K
|
+22,887
|
+7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$8.1M
|
+$1.46M
|
+57,400
|
+22%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$5.05M
|
+$153K
|
+6,016
|
+3%
|
|
|
6
|
Vigilant Capital Management
Portland,
Maine
|
$4.48M
|
-$574K
|
-22,544
|
-11%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$3.68M
|
+$2.87M
|
+112,883
|
+348%
|
|
|
8
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.44M
|
+$158K
|
+6,220
|
+5%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.9M
|
+$494K
|
+19,401
|
+20%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$2.86M
|
+$1.58M
|
+61,917
|
+122%
|
|
|
11
|
Trust Company
Manhattan,
Kansas
|
$2.75M
|
+$246K
|
+9,669
|
+10%
|
|
|
12
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.73M
|
+$334K
|
+13,129
|
+14%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$1.61M
|
+$144K
|
+5,641
|
+10%
|
|
|
14
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.59M
|
-$170K
|
-6,669
|
-10%
|
|
|
15
|
Fusion Family Wealth
Woodbury,
New York
|
$1.34M
|
+$1.34M
|
+52,738
|
New
|
|
|
16
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$1.19M
|
-$144K
|
-5,671
|
-11%
|
|
|
17
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.08M
|
+$1.08M
|
+42,600
|
New
|
|
|
18
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.05M
|
-$25.4K
|
-1,000
|
-2%
|
|
|
19
|
Asset Dedication LLC
San Francisco,
California
|
$1M
|
+$226K
|
+8,900
|
+29%
|
|
|
20
|
Davenport & Co
Richmond,
Virginia
|
$937K
|
+$93K
|
+3,655
|
+11%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$803K
|
-$118K
|
-4,636
|
-13%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$793K
|
-$26.9K
|
-1,058
|
-3%
|
|
|
23
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$762K
|
–
|
–
|
–
|
|
|
24
|
Alerus Financial
Grand Forks,
North Dakota
|
$736K
|
–
|
–
|
–
|
|
|
25
|
Boston Advisors
Boston,
Massachusetts
|
$536K
|
+$6.49K
|
+255
|
+1%
|
|
