|
1
|
Wells Fargo
San Francisco,
California
|
$17M
|
+$920K
|
+35,750
|
+6%
|
|
|
2
|
|
$16.7M
|
-$748K
|
-29,056
|
-4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$15.1M
|
+$145K
|
+5,634
|
+1%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$13.2M
|
-$1.72M
|
-66,819
|
-12%
|
|
|
5
|
Leavell Investment Management
Mobile,
Alabama
|
$9.44M
|
+$330K
|
+12,810
|
+4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.71M
|
+$21.7K
|
+842
|
+0.3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$7.29M
|
-$435K
|
-16,884
|
-6%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$6.54M
|
+$3.82M
|
+148,523
|
+141%
|
|
|
9
|
|
$5.96M
|
+$4.08M
|
+158,468
|
+216%
|
|
|
10
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$5.57M
|
-$739K
|
-28,715
|
-12%
|
|
|
11
|
Gateway Advisory
Westfield,
New Jersey
|
$5.15M
|
-$185K
|
-7,183
|
-3%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.12M
|
-$514K
|
-19,987
|
-9%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$4.9M
|
-$150K
|
-5,812
|
-3%
|
|
|
14
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$4.66M
|
-$718K
|
-27,904
|
-13%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$4.62M
|
+$874K
|
+33,970
|
+23%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$4.61M
|
-$30.2K
|
-1,174
|
-0.7%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$4.26M
|
-$156K
|
-6,076
|
-4%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.84M
|
+$169K
|
+6,559
|
+5%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.49M
|
-$900K
|
-34,979
|
-20%
|
|
|
20
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$3.36M
|
+$236K
|
+9,157
|
+8%
|
|
|
21
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.15M
|
–
|
–
|
–
|
|
|
22
|
Wealthquest
Cincinnati,
Ohio
|
$3M
|
-$45.3K
|
-1,759
|
-1%
|
|
|
23
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.83M
|
+$1.26M
|
+49,105
|
+80%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.8M
|
+$221K
|
+8,573
|
+9%
|
|
|
25
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$2.45M
|
+$138K
|
+5,373
|
+6%
|
|
