|
1
|
Bank of America
Charlotte,
North Carolina
|
$7.74M
|
+$843K
|
+32,479
|
+12%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$7.64M
|
+$1.2M
|
+46,069
|
+18%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$7.34M
|
+$355K
|
+13,673
|
+5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$6.42M
|
+$1.01M
|
+38,967
|
+19%
|
|
|
5
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$5.37M
|
+$823K
|
+31,702
|
+18%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.11M
|
+$735K
|
+28,322
|
+17%
|
|
|
7
|
Vigilant Capital Management
Portland,
Maine
|
$5.07M
|
+$171K
|
+6,600
|
+3%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$4.97M
|
+$557K
|
+21,477
|
+13%
|
|
|
9
|
|
$4.25M
|
+$817K
|
+31,484
|
+24%
|
|
|
10
|
Confluence Investment Management
St. Louis,
Missouri
|
$3.48M
|
+$738K
|
+28,435
|
+27%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.26M
|
-$428K
|
-16,499
|
-12%
|
|
|
12
|
Trust Company
Manhattan,
Kansas
|
$2.48M
|
+$505K
|
+19,464
|
+25%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.74M
|
+$829K
|
+31,927
|
+90%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$1.39M
|
+$567K
|
+21,862
|
+68%
|
|
|
15
|
Asset Dedication LLC
San Francisco,
California
|
$1.17M
|
+$653K
|
+25,145
|
+125%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$975K
|
+$350K
|
+13,496
|
+56%
|
|
|
17
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$945K
|
-$3.94K
|
-152
|
-0.4%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$889K
|
+$12.1K
|
+467
|
+1%
|
|
|
19
|
Boston Advisors
Boston,
Massachusetts
|
$867K
|
+$274K
|
+10,563
|
+46%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$831K
|
+$836K
|
+32,212
|
New
|
|
|
21
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$807K
|
+$367K
|
+14,145
|
+83%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$716K
|
-$46.1K
|
-1,775
|
-6%
|
|
|
23
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$662K
|
+$668K
|
+25,736
|
New
|
|
|
24
|
Davenport & Co
Richmond,
Virginia
|
$626K
|
+$5.19K
|
+200
|
+0.8%
|
|
|
25
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$500K
|
+$503K
|
+19,376
|
New
|
|
