|
1
|
Wells Fargo
San Francisco,
California
|
$5.91M
|
+$101K
|
+3,956
|
+2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$5.57M
|
+$1.17M
|
+45,656
|
+26%
|
|
|
3
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.37M
|
+$2M
|
+78,533
|
+59%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$4.91M
|
+$279K
|
+10,943
|
+6%
|
|
|
5
|
|
$4.19M
|
+$1.95M
|
+76,459
|
+86%
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$3.48M
|
+$2.67M
|
+104,403
|
+315%
|
|
|
7
|
Vigilant Capital Management
Portland,
Maine
|
$3.47M
|
-$72.7K
|
-2,846
|
-2%
|
|
|
8
|
Trust Company
Manhattan,
Kansas
|
$2.34M
|
+$406K
|
+15,915
|
+21%
|
|
|
9
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.31M
|
+$759K
|
+29,725
|
+48%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$2.31M
|
+$1.14M
|
+44,463
|
+95%
|
|
|
11
|
|
$2.13M
|
+$1.11M
|
+43,506
|
+107%
|
|
|
12
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.05M
|
–
|
–
|
–
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$1.7M
|
+$967K
|
+37,882
|
+132%
|
|
|
14
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.51M
|
+$1.52M
|
+59,575
|
New
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.45M
|
+$1.47M
|
+57,426
|
New
|
|
|
16
|
Fusion Family Wealth
Woodbury,
New York
|
$1.32M
|
+$1.32M
|
+51,593
|
New
|
|
|
17
|
Boston Advisors
Boston,
Massachusetts
|
$853K
|
-$315K
|
-12,345
|
-27%
|
|
|
18
|
Asset Dedication LLC
San Francisco,
California
|
$806K
|
+$173K
|
+6,790
|
+27%
|
|
|
19
|
Virtu KCG Holdings
New York
|
$806K
|
+$814K
|
+31,869
|
New
|
|
|
20
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$766K
|
–
|
–
|
–
|
|
|
21
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$549K
|
-$96.3K
|
-3,772
|
-15%
|
|
|
22
|
Managed Account Services
Coconut Grove,
Florida
|
$516K
|
+$521K
|
+20,404
|
New
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$382K
|
+$386K
|
+15,109
|
New
|
|
|
24
|
Davenport & Co
Richmond,
Virginia
|
$338K
|
+$46.8K
|
+1,835
|
+16%
|
|
|
25
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$334K
|
+$197K
|
+7,720
|
+144%
|
|
