|
1
|
|
$15.9M
|
-$753K
|
-29,341
|
-5%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$14.8M
|
-$2.12M
|
-82,637
|
-13%
|
|
|
3
|
US Bancorp
Minneapolis,
Minnesota
|
$14.2M
|
+$1.1M
|
+42,837
|
+8%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$13.4M
|
-$1.68M
|
-65,598
|
-11%
|
|
|
5
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$9.5M
|
+$4.86M
|
+189,284
|
+104%
|
|
|
6
|
Leavell Investment Management
Mobile,
Alabama
|
$9.44M
|
–
|
–
|
–
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.88M
|
+$195K
|
+7,580
|
+3%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$7.38M
|
+$858K
|
+33,443
|
+13%
|
|
|
9
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$5.48M
|
-$71.1K
|
-2,769
|
-1%
|
|
|
10
|
Gateway Advisory
Westfield,
New Jersey
|
$5.08M
|
-$49.3K
|
-1,919
|
-1%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$4.46M
|
-$128K
|
-4,983
|
-3%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$4.45M
|
-$153K
|
-5,975
|
-3%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$4.45M
|
-$440K
|
-17,129
|
-9%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$4.19M
|
-$50.7K
|
-1,975
|
-1%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.63M
|
-$199K
|
-7,735
|
-5%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.33M
|
-$150K
|
-5,863
|
-4%
|
|
|
17
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.3M
|
+$164K
|
+6,388
|
+5%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.23M
|
+$433K
|
+16,874
|
+15%
|
|
|
19
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$2.86M
|
-$491K
|
-19,135
|
-15%
|
|
|
20
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.83M
|
–
|
–
|
–
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.75M
|
-$2.36M
|
-91,996
|
-46%
|
|
|
22
|
|
$2.71M
|
-$3.23M
|
-125,936
|
-54%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$2.65M
|
-$4.62M
|
-179,969
|
-63%
|
|
|
24
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$2.32M
|
+$28.6K
|
+1,114
|
+1%
|
|
|
25
|
Wealthquest
Cincinnati,
Ohio
|
$2.21M
|
-$785K
|
-30,566
|
-26%
|
|
