|
1
|
US Bancorp
Minneapolis,
Minnesota
|
$16.4M
|
+$1.13M
|
+43,589
|
+7%
|
|
|
2
|
|
$15.9M
|
+$3.87M
|
+149,272
|
+32%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$14.2M
|
-$708K
|
-27,344
|
-5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$13.3M
|
+$2.16M
|
+83,436
|
+19%
|
|
|
5
|
Leavell Investment Management
Mobile,
Alabama
|
$8.74M
|
+$1.23M
|
+47,573
|
+16%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$8.66M
|
-$805K
|
-31,068
|
-9%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.62M
|
+$764K
|
+29,483
|
+13%
|
|
|
8
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$5.86M
|
+$896K
|
+34,583
|
+18%
|
|
|
9
|
Gateway Advisory
Westfield,
New Jersey
|
$5.27M
|
+$82.7K
|
+3,192
|
+2%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.25M
|
-$10.9K
|
-421
|
-0.2%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$4.99M
|
+$588K
|
+22,712
|
+13%
|
|
|
12
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$4.99M
|
+$657K
|
+25,344
|
+15%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$4.67M
|
-$8.91K
|
-344
|
-0.2%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.46M
|
+$179K
|
+6,928
|
+4%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$4.23M
|
+$210K
|
+8,116
|
+5%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$3.27M
|
-$220K
|
-8,507
|
-6%
|
|
|
17
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.17M
|
+$68.4K
|
+2,640
|
+2%
|
|
|
18
|
Wealthquest
Cincinnati,
Ohio
|
$3.07M
|
-$293K
|
-11,329
|
-9%
|
|
|
19
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$2.87M
|
+$1.4M
|
+54,115
|
+95%
|
|
|
20
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.86M
|
+$2.86M
|
+110,229
|
New
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.71M
|
+$668K
|
+25,799
|
+33%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.55M
|
+$341K
|
+13,148
|
+15%
|
|
|
23
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$2.31M
|
+$179K
|
+6,891
|
+8%
|
|
|
24
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.26M
|
+$11.6K
|
+447
|
+0.5%
|
|
|
25
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$2.02M
|
+$140K
|
+5,385
|
+7%
|
|