|
1
|
UBS Group
Zurich,
Switzerland
|
$9.01M
|
+$3.35M
|
+131,329
|
+60%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$7.28M
|
+$1.28M
|
+50,223
|
+21%
|
|
|
3
|
Gateway Advisory
Westfield,
New Jersey
|
$6.2M
|
+$6.13M
|
+240,002
|
New
|
|
|
4
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.92M
|
+$472K
|
+18,503
|
+9%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$5.89M
|
+$2.35M
|
+92,160
|
+67%
|
|
|
6
|
BB&T Securities
Richmond,
Virginia
|
$4.85M
|
+$4.83M
|
+189,319
|
New
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$4.57M
|
-$408K
|
-15,962
|
-8%
|
|
|
8
|
Vigilant Capital Management
Portland,
Maine
|
$3.86M
|
+$335K
|
+13,120
|
+10%
|
|
|
9
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.51M
|
+$1.17M
|
+45,838
|
+50%
|
|
|
10
|
|
$3.33M
|
-$914K
|
-35,781
|
-22%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$3.02M
|
+$673K
|
+26,371
|
+29%
|
|
|
12
|
Trust Company
Manhattan,
Kansas
|
$2.56M
|
+$188K
|
+7,354
|
+8%
|
|
|
13
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.23M
|
+$146K
|
+5,700
|
+7%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.08M
|
+$605K
|
+23,687
|
+41%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$1.75M
|
+$50.9K
|
+1,995
|
+3%
|
|
|
16
|
Asset Dedication LLC
San Francisco,
California
|
$1.54M
|
+$721K
|
+28,244
|
+88%
|
|
|
17
|
Fusion Family Wealth
Woodbury,
New York
|
$1.46M
|
+$133K
|
+5,205
|
+10%
|
|
|
18
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.33M
|
-$197K
|
-7,725
|
-13%
|
|
|
19
|
Boston Advisors
Boston,
Massachusetts
|
$1.28M
|
+$413K
|
+16,183
|
+48%
|
|
|
20
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.04M
|
+$264K
|
+10,345
|
+34%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$883K
|
+$881K
|
+34,505
|
New
|
|
|
22
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$877K
|
+$542K
|
+21,219
|
+162%
|
|
|
23
|
|
$603K
|
-$1.55M
|
-60,594
|
-72%
|
|
|
24
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$525K
|
-$31.4K
|
-1,229
|
-6%
|
|
|
25
|
Managed Account Services
Coconut Grove,
Florida
|
$523K
|
–
|
–
|
–
|
|
