|
1
|
UBS Group
Zurich,
Switzerland
|
$11.4M
|
+$3.34M
|
+131,054
|
+42%
|
|
|
2
|
|
$9.07M
|
+$301K
|
+11,819
|
+3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$9.05M
|
+$1.58M
|
+62,166
|
+21%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$8.53M
|
+$1.03M
|
+40,494
|
+14%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$6.75M
|
-$1.13M
|
-44,368
|
-14%
|
|
|
6
|
Gateway Advisory
Westfield,
New Jersey
|
$6.15M
|
+$6.11M
|
+239,806
|
New
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$6.05M
|
+$1.91M
|
+75,063
|
+46%
|
|
|
8
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$5.56M
|
+$262K
|
+10,277
|
+5%
|
|
|
9
|
BB&T Securities
Richmond,
Virginia
|
$4.85M
|
+$4.84M
|
+189,886
|
New
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$4.72M
|
-$437K
|
-17,163
|
-8%
|
|
|
11
|
Vigilant Capital Management
Portland,
Maine
|
$4.65M
|
+$259K
|
+10,173
|
+6%
|
|
|
12
|
Confluence Investment Management
St. Louis,
Missouri
|
$4.17M
|
+$222K
|
+8,709
|
+6%
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.81M
|
+$473K
|
+18,561
|
+14%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.64M
|
+$1.23M
|
+48,254
|
+51%
|
|
|
15
|
Trust Company
Manhattan,
Kansas
|
$2.9M
|
+$160K
|
+6,281
|
+6%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$2.49M
|
+$469K
|
+18,390
|
+23%
|
|
|
17
|
Asset Dedication LLC
San Francisco,
California
|
$2.05M
|
+$606K
|
+23,779
|
+42%
|
|
|
18
|
Fusion Family Wealth
Woodbury,
New York
|
$1.44M
|
+$135K
|
+5,283
|
+10%
|
|
|
19
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$1.34M
|
+$871K
|
+34,182
|
+186%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.29M
|
+$689K
|
+27,058
|
+116%
|
|
|
21
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.26M
|
–
|
–
|
–
|
|
|
22
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.01M
|
+$213K
|
+8,345
|
+27%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$950K
|
+$581K
|
+22,806
|
+159%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$866K
|
-$4.74K
|
-186
|
-0.5%
|
|
|
25
|
Boston Advisors
Boston,
Massachusetts
|
$792K
|
+$84.5K
|
+3,316
|
+12%
|
|
