|
1
|
|
$8.66M
|
+$4.54M
|
+178,355
|
+108%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$7.94M
|
+$1.68M
|
+65,786
|
+26%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$7.78M
|
+$215K
|
+8,429
|
+3%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$7.4M
|
+$233K
|
+9,165
|
+3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$7.37M
|
-$107K
|
-4,191
|
-1%
|
|
|
6
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$5.23M
|
-$21.3K
|
-836
|
-0.4%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$5.1M
|
+$239K
|
+9,384
|
+5%
|
|
|
8
|
Vigilant Capital Management
Portland,
Maine
|
$4.33M
|
-$634K
|
-24,893
|
-13%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$4.08M
|
+$3.15M
|
+123,856
|
+328%
|
|
|
10
|
Confluence Investment Management
St. Louis,
Missouri
|
$3.9M
|
+$492K
|
+19,310
|
+14%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.29M
|
+$99K
|
+3,889
|
+3%
|
|
|
12
|
Trust Company
Manhattan,
Kansas
|
$2.71M
|
+$283K
|
+11,129
|
+12%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.38M
|
+$679K
|
+26,650
|
+39%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$2.01M
|
+$642K
|
+25,202
|
+47%
|
|
|
15
|
Asset Dedication LLC
San Francisco,
California
|
$1.42M
|
+$281K
|
+11,048
|
+24%
|
|
|
16
|
Fusion Family Wealth
Woodbury,
New York
|
$1.3M
|
+$1.3M
|
+51,164
|
New
|
|
|
17
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.25M
|
+$594K
|
+23,309
|
+91%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$1.04M
|
+$1.05M
|
+41,211
|
New
|
|
|
19
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$881K
|
+$889K
|
+34,895
|
New
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$860K
|
-$9.45K
|
-371
|
-1%
|
|
|
21
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$789K
|
–
|
–
|
–
|
|
|
22
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$787K
|
-$139K
|
-5,455
|
-15%
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$759K
|
+$58.6K
|
+2,300
|
+8%
|
|
|
24
|
Boston Advisors
Boston,
Massachusetts
|
$698K
|
-$151K
|
-5,920
|
-18%
|
|
|
25
|
Davenport & Co
Richmond,
Virginia
|
$637K
|
+$25.5K
|
+1,000
|
+4%
|
|
