|
1
|
|
$15.3M
|
-$541K
|
-21,136
|
-3%
|
|
|
2
|
US Bancorp
Minneapolis,
Minnesota
|
$14.4M
|
+$153K
|
+5,977
|
+1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$13.7M
|
+$392K
|
+15,330
|
+3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$12.3M
|
-$2.48M
|
-96,705
|
-17%
|
|
|
5
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$8.53M
|
-$948K
|
-37,039
|
-10%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$8.47M
|
+$1.12M
|
+43,599
|
+15%
|
|
|
7
|
Leavell Investment Management
Mobile,
Alabama
|
$8.28M
|
-$1.1M
|
-43,144
|
-12%
|
|
|
8
|
Private Advisor Group
Morristown,
New Jersey
|
$5.46M
|
+$1.01M
|
+39,547
|
+23%
|
|
|
9
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$5.25M
|
-$213K
|
-8,321
|
-4%
|
|
|
10
|
Gateway Advisory
Westfield,
New Jersey
|
$5.17M
|
+$102K
|
+3,981
|
+2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.03M
|
-$2.84M
|
-110,806
|
-36%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$5.02M
|
+$578K
|
+22,588
|
+13%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$4.31M
|
+$125K
|
+4,892
|
+3%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.44M
|
-$180K
|
-7,031
|
-5%
|
|
|
15
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.36M
|
+$69.1K
|
+2,700
|
+2%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.19M
|
-$139K
|
-5,438
|
-4%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$3.12M
|
-$1.32M
|
-51,552
|
-30%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.06M
|
-$155K
|
-6,058
|
-5%
|
|
|
19
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.82M
|
–
|
–
|
–
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.54M
|
-$204K
|
-7,970
|
-7%
|
|
|
21
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$2.17M
|
-$679K
|
-26,519
|
-24%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$2.05M
|
-$602K
|
-23,520
|
-23%
|
|
|
23
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$2.01M
|
+$2.01M
|
+78,690
|
New
|
|
|
24
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$2.01M
|
-$5.48K
|
-214
|
-0.3%
|
|
|
25
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$1.78M
|
–
|
–
|
–
|
|
