|
1
|
US Bancorp
Minneapolis,
Minnesota
|
$17.3M
|
-$104K
|
-4,084
|
-0.6%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$17.3M
|
+$487K
|
+19,133
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$14.1M
|
+$130K
|
+5,093
|
+0.9%
|
|
|
4
|
|
$12.8M
|
+$1.09M
|
+42,766
|
+9%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.4M
|
+$972K
|
+38,216
|
+10%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$9.65M
|
+$1.89M
|
+74,509
|
+25%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$8.78M
|
+$68.8K
|
+2,707
|
+0.8%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.93M
|
+$533K
|
+20,962
|
+7%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$6.57M
|
+$528K
|
+20,779
|
+9%
|
|
|
10
|
Gateway Advisory
Westfield,
New Jersey
|
$5.53M
|
-$935K
|
-36,783
|
-15%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.35M
|
+$10.8K
|
+425
|
+0.2%
|
|
|
12
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.13M
|
-$43K
|
-1,691
|
-0.8%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$5.05M
|
-$24.8K
|
-977
|
-0.5%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$4.85M
|
-$2.64M
|
-103,949
|
-35%
|
|
|
15
|
Fusion Family Wealth
Woodbury,
New York
|
$4.79M
|
-$242K
|
-9,502
|
-5%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.26M
|
+$259K
|
+10,190
|
+6%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$4.14M
|
-$1.41M
|
-55,274
|
-25%
|
|
|
18
|
Wealthquest
Cincinnati,
Ohio
|
$4.06M
|
+$131K
|
+5,158
|
+3%
|
|
|
19
|
Legacy Private Trust
Neenah,
Wisconsin
|
$4.02M
|
–
|
–
|
–
|
|
|
20
|
Leavell Investment Management
Mobile,
Alabama
|
$3.98M
|
+$102K
|
+4,000
|
+3%
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.86M
|
+$2.03M
|
+80,016
|
+112%
|
|
|
22
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.15M
|
+$248K
|
+9,734
|
+9%
|
|
|
23
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.79M
|
+$92.5K
|
+3,636
|
+3%
|
|
|
24
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.36M
|
+$195K
|
+7,662
|
+9%
|
|
|
25
|
|
$2.26M
|
+$2.26M
|
+88,684
|
New
|
|
