|
1
|
UBS Group
Zurich,
Switzerland
|
$10.5M
|
-$601K
|
-23,522
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$10.4M
|
+$987K
|
+38,594
|
+10%
|
|
|
3
|
|
$10M
|
+$1.03M
|
+40,181
|
+11%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$8.05M
|
+$1.75M
|
+68,620
|
+28%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$6.82M
|
-$3.11M
|
-121,739
|
-31%
|
|
|
6
|
Gateway Advisory
Westfield,
New Jersey
|
$6.34M
|
+$219K
|
+8,558
|
+4%
|
|
|
7
|
BB&T Securities
Richmond,
Virginia
|
$5.58M
|
+$735K
|
+28,751
|
+15%
|
|
|
8
|
Vigilant Capital Management
Portland,
Maine
|
$5.33M
|
+$422K
|
+16,495
|
+9%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$4.74M
|
+$91.8K
|
+3,592
|
+2%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$4.01M
|
+$3.45M
|
+135,127
|
+610%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.89M
|
+$150K
|
+5,884
|
+4%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$3.84M
|
+$2.05M
|
+80,225
|
+114%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.49M
|
+$87.6K
|
+3,428
|
+3%
|
|
|
14
|
Trust Company
Manhattan,
Kansas
|
$3.47M
|
+$558K
|
+21,833
|
+19%
|
|
|
15
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.99M
|
+$67.1K
|
+2,624
|
+2%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$2.87M
|
-$6.85K
|
-268
|
-0.2%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$1.91M
|
-$25.6K
|
-1,000
|
-1%
|
|
|
18
|
Fusion Family Wealth
Woodbury,
New York
|
$1.69M
|
+$211K
|
+8,239
|
+14%
|
|
|
19
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$1.65M
|
+$33.5K
|
+1,309
|
+2%
|
|
|
20
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.6M
|
–
|
–
|
–
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1.33M
|
+$119K
|
+4,638
|
+10%
|
|
|
22
|
Leavell Investment Management
Mobile,
Alabama
|
$1.2M
|
+$1.2M
|
+47,000
|
New
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$1.18M
|
+$23.7K
|
+926
|
+2%
|
|
|
24
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.07M
|
+$127K
|
+4,975
|
+14%
|
|
|
25
|
Davenport & Co
Richmond,
Virginia
|
$1.04M
|
+$95.4K
|
+3,730
|
+10%
|
|
