|
1
|
US Bancorp
Minneapolis,
Minnesota
|
$13.7M
|
+$247K
|
+9,656
|
+2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$11.7M
|
+$1.51M
|
+58,976
|
+15%
|
|
|
3
|
|
$10.5M
|
+$592K
|
+23,183
|
+6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$10.1M
|
+$178K
|
+6,959
|
+2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$7.81M
|
+$189K
|
+7,403
|
+2%
|
|
|
6
|
Confluence Investment Management
St. Louis,
Missouri
|
$7.02M
|
+$2.25M
|
+87,992
|
+47%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.44M
|
+$818K
|
+31,993
|
+15%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.82M
|
+$358K
|
+14,009
|
+7%
|
|
|
9
|
Gateway Advisory
Westfield,
New Jersey
|
$5.53M
|
-$793K
|
-31,037
|
-13%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$4.96M
|
+$157K
|
+6,137
|
+3%
|
|
|
11
|
Leavell Investment Management
Mobile,
Alabama
|
$4.89M
|
+$256K
|
+10,000
|
+6%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$4.84M
|
-$41.2K
|
-1,612
|
-0.8%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.79M
|
-$154K
|
-6,012
|
-3%
|
|
|
14
|
Wealthquest
Cincinnati,
Ohio
|
$4.08M
|
+$131K
|
+5,131
|
+3%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$3.72M
|
+$469K
|
+18,340
|
+14%
|
|
|
16
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.65M
|
–
|
–
|
–
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.63M
|
+$741K
|
+29,013
|
+26%
|
|
|
18
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.4M
|
+$797K
|
+31,201
|
+31%
|
|
|
19
|
|
$3.13M
|
+$3.12M
|
+122,022
|
New
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.04M
|
+$1.73M
|
+67,502
|
+133%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.97M
|
+$1.84M
|
+72,036
|
+165%
|
|
|
22
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.52M
|
+$234K
|
+9,137
|
+10%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$2.46M
|
-$1.36M
|
-53,185
|
-36%
|
|
|
24
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$2M
|
+$2M
|
+78,081
|
New
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$1.96M
|
+$321K
|
+12,573
|
+20%
|
|
