|
1
|
US Bancorp
Minneapolis,
Minnesota
|
$17.3M
|
+$368K
|
+14,220
|
+2%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$15M
|
+$663K
|
+25,610
|
+5%
|
|
|
3
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$8.18M
|
+$4.42M
|
+170,757
|
+115%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$7.75M
|
+$1.54M
|
+59,504
|
+25%
|
|
|
5
|
Confluence Investment Management
St. Louis,
Missouri
|
$6.57M
|
+$87.6K
|
+3,387
|
+1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$6.54M
|
+$1.3M
|
+50,336
|
+25%
|
|
|
7
|
Gateway Advisory
Westfield,
New Jersey
|
$5.81M
|
-$422K
|
-16,322
|
-7%
|
|
|
8
|
Vigilant Capital Management
Portland,
Maine
|
$5.78M
|
+$1.59M
|
+61,390
|
+37%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$4.98M
|
+$185K
|
+7,134
|
+4%
|
|
|
10
|
|
$4.08M
|
+$427K
|
+16,483
|
+12%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$3.88M
|
-$626K
|
-24,187
|
-14%
|
|
|
12
|
|
$2.73M
|
+$2.75M
|
+106,283
|
New
|
|
|
13
|
Fusion Family Wealth
Woodbury,
New York
|
$2.62M
|
+$1.15M
|
+44,571
|
+77%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.56M
|
+$586K
|
+22,664
|
+29%
|
|
|
15
|
Asset Dedication LLC
San Francisco,
California
|
$2.15M
|
+$563K
|
+21,744
|
+35%
|
|
|
16
|
Leavell Investment Management
Mobile,
Alabama
|
$1.9M
|
+$51.8K
|
+2,000
|
+3%
|
|
|
17
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.75M
|
–
|
–
|
–
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.21M
|
+$20.8K
|
+804
|
+2%
|
|
|
19
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.09M
|
+$73.4K
|
+2,835
|
+7%
|
|
|
20
|
Boston Advisors
Boston,
Massachusetts
|
$1.07M
|
+$70.5K
|
+2,725
|
+7%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$811K
|
-$298K
|
-11,516
|
-27%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$811K
|
+$118K
|
+4,577
|
+17%
|
|
|
23
|
BKS Advisors
Southfield,
Michigan
|
$719K
|
+$31.1K
|
+1,200
|
+4%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$693K
|
+$307K
|
+11,863
|
+78%
|
|
|
25
|
Denver PWM
Denver,
Colorado
|
$624K
|
+$114K
|
+4,410
|
+22%
|
|
