|
1
|
US Bancorp
Minneapolis,
Minnesota
|
$14.5M
|
+$255K
|
+9,875
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$14.2M
|
+$1.92M
|
+74,352
|
+16%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$10.9M
|
+$2.16M
|
+83,653
|
+25%
|
|
|
4
|
|
$10.8M
|
+$738K
|
+28,631
|
+7%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$9.09M
|
-$650K
|
-25,194
|
-7%
|
|
|
6
|
Confluence Investment Management
St. Louis,
Missouri
|
$6.71M
|
+$3.29M
|
+127,700
|
+96%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.67M
|
+$668K
|
+25,884
|
+11%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$6.48M
|
+$36.5K
|
+1,416
|
+0.6%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.37M
|
+$16.9K
|
+655
|
+0.3%
|
|
|
10
|
Gateway Advisory
Westfield,
New Jersey
|
$5.99M
|
+$179K
|
+6,931
|
+3%
|
|
|
11
|
Leavell Investment Management
Mobile,
Alabama
|
$5.86M
|
+$374K
|
+14,500
|
+7%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.7M
|
-$14.4K
|
-559
|
-0.3%
|
|
|
13
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$5.51M
|
+$108K
|
+4,180
|
+2%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$5.23M
|
+$138K
|
+5,349
|
+3%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$4.77M
|
+$216K
|
+8,381
|
+5%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$4.24M
|
-$1.42M
|
-54,947
|
-25%
|
|
|
17
|
Wealthquest
Cincinnati,
Ohio
|
$4.1M
|
–
|
–
|
–
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.05M
|
+$302K
|
+11,728
|
+8%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.08M
|
+$122K
|
+4,741
|
+4%
|
|
|
20
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.07M
|
+$38.1K
|
+1,476
|
+1%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$3.05M
|
+$635K
|
+24,618
|
+26%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$2.92M
|
+$183K
|
+7,109
|
+7%
|
|
|
23
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$2.82M
|
+$225K
|
+8,715
|
+9%
|
|
|
24
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.63M
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.29M
|
+$51.9K
|
+2,012
|
+2%
|
|
