|
1
|
US Bancorp
Minneapolis,
Minnesota
|
$13M
|
+$710K
|
+27,952
|
+6%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$10.1M
|
+$408K
|
+16,044
|
+4%
|
|
|
3
|
|
$9.48M
|
+$295K
|
+11,599
|
+3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$8.35M
|
+$1.38M
|
+54,198
|
+20%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$7.57M
|
+$794K
|
+31,230
|
+12%
|
|
|
6
|
Gateway Advisory
Westfield,
New Jersey
|
$6.12M
|
+$220K
|
+8,662
|
+4%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$5.44M
|
-$587K
|
-23,112
|
-10%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.31M
|
+$460K
|
+18,092
|
+9%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.21M
|
+$5.24M
|
+206,126
|
New
|
|
|
10
|
Confluence Investment Management
St. Louis,
Missouri
|
$4.68M
|
-$2.29M
|
-89,914
|
-33%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$4.54M
|
-$69.8K
|
-2,747
|
-2%
|
|
|
12
|
Leavell Investment Management
Mobile,
Alabama
|
$4.05M
|
+$458K
|
+18,000
|
+13%
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.44M
|
+$230K
|
+9,054
|
+7%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$3.32M
|
+$852K
|
+33,511
|
+34%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.32M
|
+$97.9K
|
+3,853
|
+3%
|
|
|
16
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$2.83M
|
+$2.15M
|
+84,455
|
+308%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.69M
|
+$1.76M
|
+69,110
|
+187%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$2.46M
|
+$2.47M
|
+97,105
|
New
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$2.2M
|
-$917K
|
-36,073
|
-29%
|
|
|
20
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.86M
|
+$289K
|
+11,368
|
+18%
|
|
|
21
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$1.56M
|
–
|
–
|
–
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$1.48M
|
+$486K
|
+19,112
|
+49%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$1.39M
|
+$430K
|
+16,903
|
+45%
|
|
|
24
|
|
$1.3M
|
+$888K
|
+34,922
|
+213%
|
|
|
25
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.13M
|
–
|
–
|
–
|
|
