|
1
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$31.8M
|
+$1.31M
|
+51,609
|
+4%
|
|
|
2
|
US Bancorp
Minneapolis,
Minnesota
|
$25.4M
|
+$10.8M
|
+425,597
|
+74%
|
|
|
3
|
|
$11.8M
|
-$492K
|
-19,435
|
-4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$11.6M
|
-$186K
|
-7,330
|
-2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$7.88M
|
-$39.8K
|
-1,572
|
-0.5%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$6.21M
|
+$365K
|
+14,409
|
+6%
|
|
|
7
|
Gateway Advisory
Westfield,
New Jersey
|
$6.19M
|
+$225K
|
+8,898
|
+4%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.05M
|
-$92.6K
|
-3,655
|
-2%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$4.82M
|
+$51.2K
|
+2,023
|
+1%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.79M
|
+$2.19M
|
+86,339
|
+85%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$4.5M
|
-$359K
|
-14,169
|
-7%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$4.14M
|
-$4.16M
|
-164,352
|
-50%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$3.64M
|
+$1.85M
|
+72,924
|
+103%
|
|
|
14
|
Leavell Investment Management
Mobile,
Alabama
|
$3.17M
|
+$101K
|
+4,000
|
+3%
|
|
|
15
|
Asset Dedication LLC
San Francisco,
California
|
$3.16M
|
+$29.4K
|
+1,162
|
+0.9%
|
|
|
16
|
Confluence Investment Management
St. Louis,
Missouri
|
$3.11M
|
-$71.4K
|
-2,819
|
-2%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$2.99M
|
+$447K
|
+17,655
|
+18%
|
|
|
18
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.76M
|
-$262K
|
-10,363
|
-9%
|
|
|
19
|
|
$2.76M
|
+$325K
|
+12,835
|
+13%
|
|
|
20
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.7M
|
+$1,000K
|
+39,465
|
+59%
|
|
|
21
|
Vigilant Capital Management
Portland,
Maine
|
$2.5M
|
-$1.04M
|
-40,870
|
-29%
|
|
|
22
|
Chatham Capital Group
Savannah,
Georgia
|
$2.26M
|
–
|
–
|
–
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$2.12M
|
+$100K
|
+3,953
|
+5%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.97M
|
+$404K
|
+15,932
|
+26%
|
|
|
25
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.61M
|
+$51.8K
|
+2,046
|
+3%
|
|
