|
1
|
UBS Group
Zurich,
Switzerland
|
$11.9M
|
+$1.38M
|
+53,807
|
+13%
|
|
|
2
|
US Bancorp
Minneapolis,
Minnesota
|
$10.9M
|
+$2.89M
|
+112,873
|
+36%
|
|
|
3
|
|
$10.6M
|
+$571K
|
+22,335
|
+6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$10M
|
-$364K
|
-14,210
|
-3%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
$8.52M
|
+$3.18M
|
+124,286
|
+60%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$7.7M
|
+$871K
|
+34,026
|
+13%
|
|
|
7
|
Gateway Advisory
Westfield,
New Jersey
|
$6.42M
|
+$69.5K
|
+2,718
|
+1%
|
|
|
8
|
BB&T Securities
Richmond,
Virginia
|
$5.81M
|
+$218K
|
+8,533
|
+4%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$5.08M
|
+$330K
|
+12,916
|
+7%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$4.27M
|
+$252K
|
+9,858
|
+6%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$4.24M
|
+$344K
|
+13,451
|
+9%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$4.23M
|
+$384K
|
+15,011
|
+10%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$3.78M
|
+$909K
|
+35,514
|
+32%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.56M
|
+$65.1K
|
+2,545
|
+2%
|
|
|
15
|
Confluence Investment Management
St. Louis,
Missouri
|
$3.08M
|
+$91.5K
|
+3,576
|
+3%
|
|
|
16
|
Leavell Investment Management
Mobile,
Alabama
|
$2.71M
|
+$1.51M
|
+58,997
|
+126%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$2.17M
|
+$262K
|
+10,255
|
+14%
|
|
|
18
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$1.73M
|
+$72.3K
|
+2,824
|
+4%
|
|
|
19
|
Fusion Family Wealth
Woodbury,
New York
|
$1.67M
|
-$18.6K
|
-727
|
-1%
|
|
|
20
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.66M
|
+$58.9K
|
+2,302
|
+4%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1.61M
|
+$281K
|
+10,994
|
+21%
|
|
|
22
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.5M
|
+$435K
|
+17,000
|
+41%
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$1.44M
|
+$257K
|
+10,027
|
+22%
|
|
|
24
|
Davenport & Co
Richmond,
Virginia
|
$1.06M
|
+$15.5K
|
+605
|
+1%
|
|
|
25
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.03M
|
–
|
–
|
–
|
|
