|
1
|
US Bancorp
Minneapolis,
Minnesota
|
$10.2M
|
+$805K
|
+31,347
|
+8%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$9.13M
|
-$604K
|
-23,518
|
-6%
|
|
|
3
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$8.02M
|
+$4.29M
|
+167,133
|
+113%
|
|
|
4
|
|
$7.84M
|
+$6.46M
|
+251,574
|
+442%
|
|
|
5
|
Confluence Investment Management
St. Louis,
Missouri
|
$6.65M
|
+$147K
|
+5,724
|
+2%
|
|
|
6
|
Vigilant Capital Management
Portland,
Maine
|
$6.42M
|
+$1.42M
|
+55,132
|
+28%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$6.23M
|
+$422K
|
+16,449
|
+7%
|
|
|
8
|
Gateway Advisory
Westfield,
New Jersey
|
$5.8M
|
+$5.23M
|
+203,592
|
+833%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$5.62M
|
+$1.34M
|
+52,014
|
+31%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$4.95M
|
+$796
|
+31
|
+0%
|
|
|
11
|
|
$4.52M
|
+$257K
|
+10,003
|
+6%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$4.31M
|
+$288K
|
+11,226
|
+7%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.03M
|
+$332K
|
+12,939
|
+12%
|
|
|
14
|
Leavell Investment Management
Mobile,
Alabama
|
$2.92M
|
+$51.3K
|
+2,000
|
+2%
|
|
|
15
|
Asset Dedication LLC
San Francisco,
California
|
$2.21M
|
-$296K
|
-11,522
|
-12%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$2.05M
|
-$120K
|
-4,660
|
-5%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.82M
|
+$562K
|
+21,899
|
+44%
|
|
|
18
|
Fusion Family Wealth
Woodbury,
New York
|
$1.35M
|
-$290K
|
-11,307
|
-18%
|
|
|
19
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.19M
|
–
|
–
|
–
|
|
|
20
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.1M
|
+$72.6K
|
+2,830
|
+7%
|
|
|
21
|
Boston Advisors
Boston,
Massachusetts
|
$874K
|
+$42.1K
|
+1,641
|
+5%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$829K
|
+$96.4K
|
+3,756
|
+13%
|
|
|
23
|
|
$708K
|
-$289K
|
-11,247
|
-29%
|
|
|
24
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$673K
|
+$133K
|
+5,175
|
+24%
|
|
|
25
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$662K
|
+$668K
|
+26,005
|
New
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