|
1
|
US Bancorp
Minneapolis,
Minnesota
|
$13.3M
|
+$243K
|
+9,601
|
+2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$10.1M
|
-$118K
|
-4,666
|
-1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$9.84M
|
+$2.21M
|
+87,553
|
+29%
|
|
|
4
|
|
$9.78M
|
+$244K
|
+9,660
|
+3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$7.56M
|
-$841K
|
-33,260
|
-10%
|
|
|
6
|
Gateway Advisory
Westfield,
New Jersey
|
$6.27M
|
+$112K
|
+4,418
|
+2%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.58M
|
+$2.22M
|
+87,824
|
+67%
|
|
|
8
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$5.44M
|
+$5.41M
|
+213,777
|
New
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.41M
|
+$71.8K
|
+2,838
|
+1%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$4.96M
|
+$2.47M
|
+97,799
|
+101%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.9M
|
-$340K
|
-13,462
|
-7%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$4.84M
|
-$631K
|
-24,960
|
-12%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$4.75M
|
+$193K
|
+7,615
|
+4%
|
|
|
14
|
Confluence Investment Management
St. Louis,
Missouri
|
$4.72M
|
+$19.3K
|
+762
|
+0.4%
|
|
|
15
|
Leavell Investment Management
Mobile,
Alabama
|
$4.59M
|
+$519K
|
+20,535
|
+13%
|
|
|
16
|
Wealthquest
Cincinnati,
Ohio
|
$3.92M
|
+$3.89M
|
+153,877
|
New
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$3.8M
|
+$1.57M
|
+62,117
|
+71%
|
|
|
18
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.62M
|
+$3.6M
|
+142,260
|
New
|
|
|
19
|
LPL Financial
San Diego,
California
|
$3.22M
|
-$121K
|
-4,780
|
-4%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.86M
|
+$155K
|
+6,130
|
+6%
|
|
|
21
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.58M
|
+$704K
|
+27,818
|
+38%
|
|
|
22
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.27M
|
-$1.19M
|
-46,946
|
-34%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.68M
|
+$1.49M
|
+59,098
|
+862%
|
|
|
24
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.65M
|
-$1.19M
|
-47,155
|
-42%
|
|
|
25
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.65M
|
+$1.64M
|
+64,694
|
New
|
|
