|
1
|
UBS Group
Zurich,
Switzerland
|
$11.1M
|
+$2.92M
|
+114,762
|
+36%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$9.93M
|
+$1.21M
|
+47,376
|
+14%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$9.39M
|
+$615K
|
+24,158
|
+7%
|
|
|
4
|
|
$9M
|
+$215K
|
+8,453
|
+2%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$6.3M
|
+$2.58M
|
+101,345
|
+70%
|
|
|
6
|
Gateway Advisory
Westfield,
New Jersey
|
$6.13M
|
+$6.12M
|
+240,022
|
New
|
|
|
7
|
Vigilant Capital Management
Portland,
Maine
|
$4.91M
|
+$393K
|
+15,419
|
+9%
|
|
|
8
|
BB&T Securities
Richmond,
Virginia
|
$4.85M
|
+$4.84M
|
+190,062
|
New
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$4.65M
|
-$436K
|
-17,119
|
-9%
|
|
|
10
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.74M
|
+$273K
|
+10,706
|
+8%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.4M
|
+$482K
|
+18,903
|
+17%
|
|
|
12
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.92M
|
+$167K
|
+6,559
|
+6%
|
|
|
13
|
Trust Company
Manhattan,
Kansas
|
$2.91M
|
+$146K
|
+5,741
|
+5%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$2.87M
|
+$2.27K
|
+89
|
+0.1%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$1.93M
|
+$310K
|
+12,150
|
+19%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$1.79M
|
+$1.79M
|
+70,267
|
New
|
|
|
17
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$1.61M
|
+$420K
|
+16,468
|
+35%
|
|
|
18
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.6M
|
–
|
–
|
–
|
|
|
19
|
Fusion Family Wealth
Woodbury,
New York
|
$1.48M
|
+$132K
|
+5,190
|
+10%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.21M
|
+$729K
|
+28,614
|
+152%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.19M
|
+$1.19M
|
+46,648
|
New
|
|
|
22
|
Asset Dedication LLC
San Francisco,
California
|
$1.16M
|
+$148K
|
+5,814
|
+15%
|
|
|
23
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.03M
|
+$264K
|
+10,345
|
+34%
|
|
|
24
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$938K
|
-$121K
|
-4,750
|
-11%
|
|
|
25
|
Davenport & Co
Richmond,
Virginia
|
$938K
|
–
|
–
|
–
|
|
