|
1
|
US Bancorp
Minneapolis,
Minnesota
|
$12.3M
|
+$1.26M
|
+49,723
|
+11%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$9.77M
|
-$423K
|
-16,726
|
-4%
|
|
|
3
|
|
$9.24M
|
+$2.31M
|
+91,110
|
+33%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$7.02M
|
+$232K
|
+9,164
|
+3%
|
|
|
5
|
Confluence Investment Management
St. Louis,
Missouri
|
$6.99M
|
-$142K
|
-5,599
|
-2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$6.81M
|
+$295K
|
+11,648
|
+5%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$6.06M
|
+$409K
|
+16,166
|
+7%
|
|
|
8
|
Gateway Advisory
Westfield,
New Jersey
|
$5.93M
|
+$141K
|
+5,584
|
+2%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.88M
|
+$618K
|
+24,427
|
+15%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$4.63M
|
+$31.3K
|
+1,237
|
+0.7%
|
|
|
11
|
Leavell Investment Management
Mobile,
Alabama
|
$3.61M
|
+$151K
|
+5,970
|
+4%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.24M
|
+$517K
|
+20,423
|
+19%
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.23M
|
-$118K
|
-4,675
|
-4%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$3.13M
|
+$2.71M
|
+107,082
|
+667%
|
|
|
15
|
Asset Dedication LLC
San Francisco,
California
|
$2.89M
|
+$77.9K
|
+3,077
|
+3%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$2.49M
|
+$278K
|
+10,968
|
+13%
|
|
|
17
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.73M
|
+$999K
|
+39,466
|
+138%
|
|
|
18
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.58M
|
+$19K
|
+750
|
+1%
|
|
|
19
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$1.57M
|
+$1.56M
|
+61,700
|
New
|
|
|
20
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.19M
|
+$1.27K
|
+50
|
+0.1%
|
|
|
21
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.14M
|
+$30.4K
|
+1,200
|
+3%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$1M
|
+$275K
|
+10,850
|
+38%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$962K
|
+$371K
|
+14,639
|
+63%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$941K
|
+$375K
|
+14,822
|
+67%
|
|
|
25
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$919K
|
+$275K
|
+10,871
|
+43%
|
|
