|
1
|
US Bancorp
Minneapolis,
Minnesota
|
$11.1M
|
+$857K
|
+33,701
|
+8%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$10.2M
|
+$1.07M
|
+41,984
|
+12%
|
|
|
3
|
Confluence Investment Management
St. Louis,
Missouri
|
$7.12M
|
+$479K
|
+18,836
|
+7%
|
|
|
4
|
|
$6.91M
|
+$2.4M
|
+94,255
|
+53%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$6.78M
|
+$552K
|
+21,700
|
+9%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$6.51M
|
+$900K
|
+35,389
|
+16%
|
|
|
7
|
Gateway Advisory
Westfield,
New Jersey
|
$5.79M
|
-$7.3K
|
-287
|
-0.1%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$5.64M
|
+$691K
|
+27,182
|
+14%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$4.59M
|
+$284K
|
+11,182
|
+7%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.25M
|
+$1.22M
|
+48,055
|
+40%
|
|
|
11
|
Leavell Investment Management
Mobile,
Alabama
|
$3.45M
|
+$533K
|
+20,965
|
+18%
|
|
|
12
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.35M
|
-$4.67M
|
-183,676
|
-58%
|
|
|
13
|
Vigilant Capital Management
Portland,
Maine
|
$2.87M
|
-$3.55M
|
-139,425
|
-55%
|
|
|
14
|
Asset Dedication LLC
San Francisco,
California
|
$2.81M
|
+$609K
|
+23,953
|
+28%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.72M
|
+$2.64M
|
+103,783
|
+3,224%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$2.21M
|
+$393K
|
+15,464
|
+22%
|
|
|
17
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.56M
|
+$1.18M
|
+46,422
|
+311%
|
|
|
18
|
Fusion Family Wealth
Woodbury,
New York
|
$1.25M
|
-$100K
|
-3,949
|
-7%
|
|
|
19
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.18M
|
–
|
–
|
–
|
|
|
20
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.1M
|
–
|
–
|
–
|
|
|
21
|
Boston Advisors
Boston,
Massachusetts
|
$868K
|
-$4.99K
|
-196
|
-0.6%
|
|
|
22
|
|
$862K
|
-$6.98M
|
-274,571
|
-89%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$804K
|
-$23.9K
|
-941
|
-3%
|
|
|
24
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$725K
|
+$67K
|
+2,635
|
+10%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$724K
|
+$136K
|
+5,337
|
+23%
|
|
