|
1
|
UBS Group
Zurich,
Switzerland
|
$9.9M
|
+$1.92M
|
+73,904
|
+24%
|
|
|
2
|
US Bancorp
Minneapolis,
Minnesota
|
$9.58M
|
+$2.54M
|
+97,693
|
+36%
|
|
|
3
|
Confluence Investment Management
St. Louis,
Missouri
|
$6.62M
|
+$461K
|
+17,747
|
+7%
|
|
|
4
|
Gateway Advisory
Westfield,
New Jersey
|
$6.33M
|
-$5.8M
|
-223,655
|
-90%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$5.92M
|
+$986K
|
+37,993
|
+20%
|
|
|
6
|
BB&T Securities
Richmond,
Virginia
|
$5.67M
|
+$126K
|
+4,854
|
+2%
|
|
|
7
|
Vigilant Capital Management
Portland,
Maine
|
$5.11M
|
+$963K
|
+37,112
|
+23%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$5.04M
|
+$344K
|
+13,254
|
+7%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$4.37M
|
+$272K
|
+10,482
|
+7%
|
|
|
10
|
|
$4.35M
|
+$518K
|
+19,967
|
+13%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$4.1M
|
+$276K
|
+10,649
|
+7%
|
|
|
12
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.84M
|
+$143K
|
+5,509
|
+4%
|
|
|
13
|
Leavell Investment Management
Mobile,
Alabama
|
$2.92M
|
+$1.66M
|
+63,997
|
+131%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.75M
|
+$584K
|
+22,503
|
+27%
|
|
|
15
|
Asset Dedication LLC
San Francisco,
California
|
$2.54M
|
+$769K
|
+29,636
|
+43%
|
|
|
16
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.33M
|
–
|
–
|
–
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$2.21M
|
+$178K
|
+6,846
|
+9%
|
|
|
18
|
Fusion Family Wealth
Woodbury,
New York
|
$1.67M
|
-$11.1K
|
-429
|
-0.7%
|
|
|
19
|
|
$1.47M
|
+$1.48M
|
+56,919
|
New
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.28M
|
+$218K
|
+8,394
|
+20%
|
|
|
21
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.21M
|
-$104K
|
-4,000
|
-8%
|
|
|
22
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.05M
|
–
|
–
|
–
|
|
|
23
|
|
$1.01M
|
+$1.01M
|
+39,085
|
New
|
|
|
24
|
Boston Advisors
Boston,
Massachusetts
|
$847K
|
-$505K
|
-19,443
|
-37%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$747K
|
+$116K
|
+4,453
|
+18%
|
|
