|
1
|
UBS Group
Zurich,
Switzerland
|
$7.96M
|
-$1.11M
|
-42,803
|
-12%
|
|
|
2
|
US Bancorp
Minneapolis,
Minnesota
|
$7.03M
|
+$1.1M
|
+42,621
|
+19%
|
|
|
3
|
Gateway Advisory
Westfield,
New Jersey
|
$6.4M
|
+$209K
|
+8,099
|
+3%
|
|
|
4
|
Confluence Investment Management
St. Louis,
Missouri
|
$6.14M
|
+$184K
|
+7,123
|
+3%
|
|
|
5
|
BB&T Securities
Richmond,
Virginia
|
$5.53M
|
+$646K
|
+25,019
|
+13%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$4.92M
|
-$2.41M
|
-93,171
|
-33%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$4.68M
|
+$88.7K
|
+3,437
|
+2%
|
|
|
8
|
Vigilant Capital Management
Portland,
Maine
|
$4.13M
|
+$254K
|
+9,825
|
+7%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$4.09M
|
+$1.05M
|
+40,808
|
+35%
|
|
|
10
|
|
$3.82M
|
+$465K
|
+18,024
|
+14%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$3.81M
|
+$3.82M
|
+147,804
|
New
|
|
|
12
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.68M
|
+$148K
|
+5,727
|
+4%
|
|
|
13
|
Trust Company
Manhattan,
Kansas
|
$3.21M
|
+$630K
|
+24,394
|
+24%
|
|
|
14
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.32M
|
+$79.5K
|
+3,078
|
+4%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.16M
|
+$71.5K
|
+2,771
|
+3%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$2.02M
|
+$253K
|
+9,808
|
+14%
|
|
|
17
|
Asset Dedication LLC
San Francisco,
California
|
$1.77M
|
+$216K
|
+8,364
|
+14%
|
|
|
18
|
Fusion Family Wealth
Woodbury,
New York
|
$1.68M
|
+$211K
|
+8,167
|
+14%
|
|
|
19
|
Boston Advisors
Boston,
Massachusetts
|
$1.35M
|
+$57.8K
|
+2,237
|
+4%
|
|
|
20
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.31M
|
-$32.3K
|
-1,250
|
-2%
|
|
|
21
|
Leavell Investment Management
Mobile,
Alabama
|
$1.26M
|
+$1.27M
|
+49,000
|
New
|
|
|
22
|
LPL Financial
San Diego,
California
|
$1.06M
|
+$171K
|
+6,639
|
+19%
|
|
|
23
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.05M
|
–
|
–
|
–
|
|
|
24
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$918K
|
+$35K
|
+1,355
|
+4%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$629K
|
+$471K
|
+18,239
|
+297%
|
|
