|
1
|
Wells Fargo
San Francisco,
California
|
$5.97M
|
+$1.61M
|
+61,598
|
+37%
|
|
|
2
|
United Capital Financial Advisors
Irving,
Texas
|
$4.76M
|
+$4.79M
|
+183,151
|
New
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.74M
|
+$4.77M
|
+182,404
|
New
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.53M
|
+$424K
|
+16,206
|
+10%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
$3.64M
|
+$307K
|
+11,730
|
+9%
|
|
|
6
|
Confluence Investment Management
St. Louis,
Missouri
|
$3.48M
|
+$738K
|
+28,244
|
+27%
|
|
|
7
|
|
$2.32M
|
+$1.43M
|
+54,866
|
+160%
|
|
|
8
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.11M
|
+$2.12M
|
+81,222
|
New
|
|
|
9
|
Trust Company
Manhattan,
Kansas
|
$1.99M
|
+$1.85M
|
+70,908
|
+1,255%
|
|
|
10
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.6M
|
+$274K
|
+10,491
|
+21%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$1.22M
|
+$583K
|
+22,300
|
+91%
|
|
|
12
|
Boston Advisors
Boston,
Massachusetts
|
$1.2M
|
+$398K
|
+15,230
|
+49%
|
|
|
13
|
|
$1.05M
|
-$11.2K
|
-427
|
-1%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$862K
|
+$388K
|
+14,864
|
+81%
|
|
|
15
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$787K
|
+$367K
|
+14,050
|
+86%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$746K
|
+$350K
|
+13,390
|
+87%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$744K
|
+$748K
|
+28,634
|
New
|
|
|
18
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$662K
|
-$4.63K
|
-177
|
-0.7%
|
|
|
19
|
Asset Dedication LLC
San Francisco,
California
|
$656K
|
+$395K
|
+15,114
|
+150%
|
|
|
20
|
Davenport & Co
Richmond,
Virginia
|
$300K
|
+$5.1K
|
+195
|
+2%
|
|
|
21
|
Great Lakes Advisors
Chicago,
Illinois
|
$272K
|
+$70K
|
+2,680
|
+34%
|
|
|
22
|
Prospera Financial Services
Dallas,
Texas
|
$208K
|
–
|
–
|
–
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$157K
|
+$158K
|
+6,039
|
New
|
|
|
24
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$140K
|
+$141K
|
+5,376
|
New
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$96K
|
+$13.6K
|
+522
|
+16%
|
|
