|
1
|
Wells Fargo
San Francisco,
California
|
$4.4M
|
+$1.27M
|
+48,686
|
+41%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$4.14M
|
+$1.55M
|
+59,638
|
+60%
|
|
|
3
|
Vigilant Capital Management
Portland,
Maine
|
$3.36M
|
+$1.06M
|
+40,900
|
+47%
|
|
|
4
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.76M
|
+$638K
|
+24,559
|
+30%
|
|
|
5
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.33M
|
+$420K
|
+16,172
|
+46%
|
|
|
6
|
|
$1.07M
|
+$490K
|
+18,855
|
+85%
|
|
|
7
|
|
$898K
|
+$557K
|
+21,420
|
+166%
|
|
|
8
|
Boston Advisors
Boston,
Massachusetts
|
$807K
|
+$17.5K
|
+675
|
+2%
|
|
|
9
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$671K
|
+$67.1K
|
+2,583
|
+11%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$641K
|
-$151K
|
-5,809
|
-19%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$479K
|
+$475K
|
+18,289
|
New
|
|
|
12
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$425K
|
+$422K
|
+16,260
|
New
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$400K
|
+$197K
|
+7,566
|
+98%
|
|
|
14
|
|
$303K
|
+$301K
|
+11,582
|
New
|
|
|
15
|
Davenport & Co
Richmond,
Virginia
|
$297K
|
+$26K
|
+1,000
|
+10%
|
|
|
16
|
Asset Dedication LLC
San Francisco,
California
|
$264K
|
+$259K
|
+9,963
|
+10,166%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$220K
|
–
|
–
|
–
|
|
|
18
|
Prospera Financial Services
Dallas,
Texas
|
$209K
|
–
|
–
|
–
|
|
|
19
|
Great Lakes Advisors
Chicago,
Illinois
|
$204K
|
+$203K
|
+7,795
|
New
|
|
|
20
|
Trust Company
Manhattan,
Kansas
|
$148K
|
+$52K
|
+2,000
|
+55%
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$83K
|
+$82.5K
|
+3,176
|
New
|
|
|
22
|
MSI Financial Services
Springfield,
Massachusetts
|
$16K
|
+$52
|
+2
|
+0.3%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$10K
|
+$10.4K
|
+400
|
New
|
|
|
24
|
|
$9K
|
+$9.59K
|
+369
|
New
|
|
|
25
|
BlackRock Investment Management
Wilmington,
Delaware
|
$1K
|
–
|
–
|
–
|
|
