|
1
|
|
$17.5M
|
+$1.61M
|
+62,330
|
+10%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$16.1M
|
+$2.88M
|
+111,439
|
+22%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$15M
|
+$876K
|
+33,935
|
+6%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$14.9M
|
-$1.43M
|
-55,268
|
-9%
|
|
|
5
|
Leavell Investment Management
Mobile,
Alabama
|
$9.13M
|
+$431K
|
+16,695
|
+5%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$7.74M
|
-$874K
|
-33,879
|
-10%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.71M
|
+$1.12M
|
+43,460
|
+17%
|
|
|
8
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$6.32M
|
+$487K
|
+18,873
|
+8%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.65M
|
+$429K
|
+16,613
|
+8%
|
|
|
10
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$5.39M
|
+$434K
|
+16,831
|
+9%
|
|
|
11
|
Gateway Advisory
Westfield,
New Jersey
|
$5.34M
|
+$102K
|
+3,935
|
+2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$5.06M
|
+$104K
|
+4,015
|
+2%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$4.65M
|
+$440K
|
+17,045
|
+10%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$4.42M
|
-$228K
|
-8,829
|
-5%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.4M
|
-$32.7K
|
-1,268
|
-0.7%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$3.75M
|
+$498K
|
+19,311
|
+15%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.68M
|
+$977K
|
+37,857
|
+36%
|
|
|
18
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.15M
|
–
|
–
|
–
|
|
|
19
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$3.13M
|
+$275K
|
+10,668
|
+10%
|
|
|
20
|
Wealthquest
Cincinnati,
Ohio
|
$3.06M
|
+$1.03K
|
+40
|
+0%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$2.73M
|
+$939K
|
+36,374
|
+53%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.59M
|
+$50.2K
|
+1,944
|
+2%
|
|
|
23
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$2.42M
|
+$2.42M
|
+93,701
|
New
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$2.39M
|
+$661K
|
+25,619
|
+38%
|
|
|
25
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.25M
|
+$4.18K
|
+162
|
+0.2%
|
|
