|
1
|
US Bancorp
Minneapolis,
Minnesota
|
$17.3M
|
+$674K
|
+26,682
|
+4%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$16.7M
|
-$514K
|
-20,347
|
-3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$13.9M
|
+$716K
|
+28,339
|
+5%
|
|
|
4
|
|
$11.6M
|
-$936K
|
-37,031
|
-7%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.41M
|
+$5.81M
|
+230,014
|
+163%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$8.66M
|
-$3.17M
|
-125,521
|
-27%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$7.71M
|
-$4.03M
|
-159,481
|
-34%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$7.46M
|
+$2.49M
|
+98,451
|
+50%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.36M
|
+$840K
|
+33,230
|
+13%
|
|
|
10
|
Gateway Advisory
Westfield,
New Jersey
|
$6.43M
|
+$64.4K
|
+2,547
|
+1%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$6.01M
|
-$119K
|
-4,702
|
-2%
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$5.62M
|
+$2.04M
|
+80,787
|
+59%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.31M
|
-$4.02K
|
-159
|
-0.1%
|
|
|
14
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.14M
|
+$100K
|
+3,975
|
+2%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$5.05M
|
-$637K
|
-25,203
|
-11%
|
|
|
16
|
Fusion Family Wealth
Woodbury,
New York
|
$5.01M
|
-$109K
|
-4,309
|
-2%
|
|
|
17
|
Legacy Private Trust
Neenah,
Wisconsin
|
$4M
|
+$3.98M
|
+157,675
|
New
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.98M
|
+$1.07M
|
+42,217
|
+37%
|
|
|
19
|
Wealthquest
Cincinnati,
Ohio
|
$3.9M
|
+$3.89M
|
+153,960
|
New
|
|
|
20
|
Leavell Investment Management
Mobile,
Alabama
|
$3.86M
|
+$278K
|
+11,000
|
+8%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.9M
|
+$163K
|
+6,464
|
+6%
|
|
|
22
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.89M
|
+$892K
|
+35,291
|
+45%
|
|
|
23
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.68M
|
-$915K
|
-36,185
|
-26%
|
|
|
24
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.16M
|
-$470K
|
-18,616
|
-18%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$2.12M
|
+$168K
|
+6,633
|
+9%
|
|
