|
1
|
|
$14.8M
|
+$15M
|
+580,472
|
New
|
|
|
2
|
US Bancorp
Minneapolis,
Minnesota
|
$14M
|
-$385K
|
-14,959
|
-3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$12M
|
+$3.05M
|
+118,384
|
+34%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$11.8M
|
-$2.28M
|
-88,526
|
-16%
|
|
|
5
|
|
$10.1M
|
-$631K
|
-24,493
|
-6%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$9.37M
|
-$1.48M
|
-57,637
|
-14%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.95M
|
+$648K
|
+25,176
|
+10%
|
|
|
8
|
Gateway Advisory
Westfield,
New Jersey
|
$5.94M
|
+$10.5K
|
+409
|
+0.2%
|
|
|
9
|
Leavell Investment Management
Mobile,
Alabama
|
$5.75M
|
-$51.5K
|
-2,000
|
-0.9%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.74M
|
+$99.3K
|
+3,856
|
+2%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$5.5M
|
+$330K
|
+12,827
|
+6%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.49M
|
+$5.54M
|
+215,165
|
New
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$4.97M
|
-$1.46M
|
-56,494
|
-22%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.66M
|
-$1.96M
|
-76,283
|
-29%
|
|
|
15
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$4.51M
|
+$1.73M
|
+67,272
|
+61%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$4.27M
|
-$464K
|
-18,026
|
-10%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$4.23M
|
+$34.1K
|
+1,324
|
+0.8%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$2.72M
|
-$303K
|
-11,768
|
-10%
|
|
|
19
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.61M
|
–
|
–
|
–
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$2.55M
|
-$352K
|
-13,684
|
-12%
|
|
|
21
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.21M
|
+$2.23M
|
+86,769
|
New
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.08M
|
-$199K
|
-7,741
|
-9%
|
|
|
23
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$2.01M
|
+$243K
|
+9,443
|
+14%
|
|
|
24
|
EP Wealth Advisors
Torrance,
California
|
$1.96M
|
+$745K
|
+28,921
|
+61%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.94M
|
-$1.12M
|
-43,549
|
-36%
|
|
