|
1
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$30.6M
|
+$2.8M
|
+110,361
|
+10%
|
|
|
2
|
US Bancorp
Minneapolis,
Minnesota
|
$14.5M
|
+$3.72M
|
+146,769
|
+34%
|
|
|
3
|
|
$12.2M
|
+$1.26M
|
+49,530
|
+11%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$11.7M
|
+$1.33M
|
+52,289
|
+13%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$8.29M
|
-$1.58M
|
-62,257
|
-16%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$7.9M
|
+$295K
|
+11,642
|
+4%
|
|
|
7
|
Gateway Advisory
Westfield,
New Jersey
|
$5.94M
|
-$7K
|
-276
|
-0.1%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$5.83M
|
+$605K
|
+23,869
|
+12%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.13M
|
+$1.17M
|
+45,982
|
+29%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$4.84M
|
+$331K
|
+13,047
|
+7%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$4.75M
|
+$139K
|
+5,498
|
+3%
|
|
|
12
|
Vigilant Capital Management
Portland,
Maine
|
$3.53M
|
-$7.36M
|
-290,325
|
-68%
|
|
|
13
|
Confluence Investment Management
St. Louis,
Missouri
|
$3.17M
|
+$49.4K
|
+1,948
|
+2%
|
|
|
14
|
Asset Dedication LLC
San Francisco,
California
|
$3.12M
|
+$973K
|
+38,374
|
+45%
|
|
|
15
|
Leavell Investment Management
Mobile,
Alabama
|
$3.06M
|
+$304K
|
+12,000
|
+11%
|
|
|
16
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.02M
|
-$3.87M
|
-152,727
|
-56%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.58M
|
+$2.59M
|
+102,130
|
New
|
|
|
18
|
LPL Financial
San Diego,
California
|
$2.54M
|
+$231K
|
+9,108
|
+10%
|
|
|
19
|
|
$2.43M
|
-$5.86M
|
-231,326
|
-71%
|
|
|
20
|
Chatham Capital Group
Savannah,
Georgia
|
$2.25M
|
–
|
–
|
–
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$2.01M
|
-$25.7K
|
-1,015
|
-1%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$1.79M
|
-$2.11M
|
-83,177
|
-54%
|
|
|
23
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.7M
|
–
|
–
|
–
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.56M
|
+$1.03M
|
+40,502
|
+192%
|
|
|
25
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.56M
|
+$1.18M
|
+46,487
|
+309%
|
|
