|
1
|
US Bancorp
Minneapolis,
Minnesota
|
$14.7M
|
+$1.33M
|
+52,027
|
+10%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$8.41M
|
+$2.66M
|
+103,782
|
+47%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$7.86M
|
+$1.38M
|
+53,762
|
+21%
|
|
|
4
|
Confluence Investment Management
St. Louis,
Missouri
|
$7.14M
|
+$482K
|
+18,837
|
+7%
|
|
|
5
|
Gateway Advisory
Westfield,
New Jersey
|
$6.18M
|
+$6.1M
|
+238,294
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$4.83M
|
-$691
|
-27
|
-0%
|
|
|
7
|
Vigilant Capital Management
Portland,
Maine
|
$3.03M
|
+$269K
|
+10,515
|
+10%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$3.03M
|
+$538K
|
+21,014
|
+22%
|
|
|
9
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.41M
|
+$1.33M
|
+51,809
|
+124%
|
|
|
10
|
Trust Company
Manhattan,
Kansas
|
$2.15M
|
+$381K
|
+14,874
|
+22%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.78M
|
+$1.41M
|
+54,893
|
+386%
|
|
|
12
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.77M
|
-$76.8K
|
-3,000
|
-4%
|
|
|
13
|
|
$1.66M
|
-$690K
|
-26,942
|
-29%
|
|
|
14
|
Boston Advisors
Boston,
Massachusetts
|
$1.4M
|
+$539K
|
+21,047
|
+63%
|
|
|
15
|
Fusion Family Wealth
Woodbury,
New York
|
$1.14M
|
+$140K
|
+5,466
|
+14%
|
|
|
16
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.02M
|
+$252K
|
+9,840
|
+33%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$905K
|
+$902K
|
+35,201
|
New
|
|
|
18
|
Asset Dedication LLC
San Francisco,
California
|
$779K
|
+$257K
|
+10,022
|
+50%
|
|
|
19
|
BKS Advisors
Southfield,
Michigan
|
$515K
|
+$512K
|
+20,000
|
New
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$502K
|
-$30.1K
|
-1,175
|
-6%
|
|
|
21
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$442K
|
+$262K
|
+10,240
|
+148%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$411K
|
+$149K
|
+5,801
|
+57%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$370K
|
+$368K
|
+14,371
|
New
|
|
|
24
|
Managed Account Services
Coconut Grove,
Florida
|
$358K
|
–
|
–
|
–
|
|
|
25
|
Level Four Advisory Services
Dallas,
Texas
|
$353K
|
–
|
–
|
–
|
|
