|
1
|
US Bancorp
Minneapolis,
Minnesota
|
$24.9M
|
-$390K
|
-15,378
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$14.4M
|
+$2.86M
|
+112,839
|
+25%
|
|
|
3
|
|
$12.4M
|
+$393K
|
+15,496
|
+3%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$9.93M
|
+$2.48M
|
+97,790
|
+33%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.55M
|
+$3.38M
|
+133,442
|
+66%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$7.23M
|
-$702K
|
-27,691
|
-9%
|
|
|
7
|
Gateway Advisory
Westfield,
New Jersey
|
$6.41M
|
+$13.1K
|
+517
|
+0.2%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.28M
|
+$880K
|
+34,698
|
+16%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$4.99M
|
-$652K
|
-25,736
|
-12%
|
|
|
10
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$4.71M
|
+$3.85M
|
+151,700
|
+450%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$4.51M
|
+$12.6K
|
+497
|
+0.3%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.48M
|
-$767K
|
-30,261
|
-15%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$4.31M
|
+$47.1K
|
+1,858
|
+1%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$4.24M
|
+$897K
|
+35,390
|
+27%
|
|
|
15
|
IHT Wealth Management
Chicago,
Illinois
|
$4.01M
|
+$14.5K
|
+573
|
+0.4%
|
|
|
16
|
Wealthquest
Cincinnati,
Ohio
|
$3.81M
|
+$3.8M
|
+149,925
|
New
|
|
|
17
|
Leavell Investment Management
Mobile,
Alabama
|
$3.73M
|
+$355K
|
+14,000
|
+11%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$3.56M
|
-$399K
|
-15,728
|
-10%
|
|
|
19
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.62M
|
-$90.5K
|
-3,570
|
-3%
|
|
|
20
|
Washington Trust Bank
Spokane,
Washington
|
$2.36M
|
+$2.36M
|
+92,952
|
New
|
|
|
21
|
Chatham Capital Group
Savannah,
Georgia
|
$2.26M
|
–
|
–
|
–
|
|
|
22
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.17M
|
-$862K
|
-34,012
|
-29%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$2.07M
|
+$116K
|
+4,558
|
+6%
|
|
|
24
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.79M
|
+$308K
|
+12,144
|
+21%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.67M
|
-$229K
|
-9,052
|
-12%
|
|
