|
1
|
US Bancorp
Minneapolis,
Minnesota
|
$14.7M
|
+$945K
|
+36,814
|
+7%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$11.2M
|
-$530K
|
-20,657
|
-5%
|
|
|
3
|
|
$11.1M
|
+$612K
|
+23,847
|
+6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$9.79M
|
-$362K
|
-14,101
|
-4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$8.03M
|
+$185K
|
+7,221
|
+2%
|
|
|
6
|
Confluence Investment Management
St. Louis,
Missouri
|
$6.71M
|
-$340K
|
-13,257
|
-5%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.13M
|
-$341K
|
-13,275
|
-5%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.09M
|
+$244K
|
+9,512
|
+4%
|
|
|
9
|
Gateway Advisory
Westfield,
New Jersey
|
$5.78M
|
+$225K
|
+8,769
|
+4%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$5.44M
|
+$580K
|
+22,612
|
+12%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.34M
|
+$525K
|
+20,471
|
+11%
|
|
|
12
|
Leavell Investment Management
Mobile,
Alabama
|
$5.13M
|
+$220K
|
+8,591
|
+5%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$4.99M
|
+$12.4K
|
+485
|
+0.3%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$4.27M
|
+$1.79M
|
+69,633
|
+73%
|
|
|
15
|
Wealthquest
Cincinnati,
Ohio
|
$4.1M
|
–
|
–
|
–
|
|
|
16
|
LPL Financial
San Diego,
California
|
$3.95M
|
+$208K
|
+8,115
|
+6%
|
|
|
17
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.86M
|
+$444K
|
+17,291
|
+13%
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.74M
|
+$683K
|
+26,610
|
+22%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.62M
|
-$21.4K
|
-834
|
-0.6%
|
|
|
20
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.2M
|
-$462K
|
-18,000
|
-13%
|
|
|
21
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.1M
|
+$561K
|
+21,867
|
+22%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.98M
|
+$1.62K
|
+63
|
+0.1%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$2.46M
|
+$493K
|
+19,211
|
+25%
|
|
|
24
|
|
$2.43M
|
-$717K
|
-27,928
|
-23%
|
|
|
25
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$2.18M
|
+$171K
|
+6,644
|
+9%
|
|
