|
1
|
US Bancorp
Minneapolis,
Minnesota
|
$20M
|
+$2.88M
|
+112,469
|
+17%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$15.6M
|
+$668K
|
+26,106
|
+4%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$9.76M
|
+$5.93M
|
+231,682
|
+153%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7.47M
|
+$982K
|
+38,413
|
+15%
|
|
|
5
|
Confluence Investment Management
St. Louis,
Missouri
|
$7.05M
|
+$534K
|
+20,860
|
+8%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$6.38M
|
-$1.32M
|
-51,466
|
-17%
|
|
|
7
|
Gateway Advisory
Westfield,
New Jersey
|
$5.76M
|
-$6.11K
|
-239
|
-0.1%
|
|
|
8
|
|
$5.7M
|
+$1.65M
|
+64,585
|
+41%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$5.57M
|
+$630K
|
+24,627
|
+13%
|
|
|
10
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$4.37M
|
-$3.77M
|
-147,420
|
-46%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.75M
|
+$1.21M
|
+47,403
|
+48%
|
|
|
12
|
Fusion Family Wealth
Woodbury,
New York
|
$2.79M
|
+$179K
|
+7,011
|
+7%
|
|
|
13
|
Asset Dedication LLC
San Francisco,
California
|
$2.78M
|
+$646K
|
+25,246
|
+30%
|
|
|
14
|
Leavell Investment Management
Mobile,
Alabama
|
$2.24M
|
+$352K
|
+13,750
|
+19%
|
|
|
15
|
|
$2.01M
|
-$700K
|
-27,384
|
-26%
|
|
|
16
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.78M
|
+$34.8K
|
+1,360
|
+2%
|
|
|
17
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.52M
|
+$1.15M
|
+44,959
|
+304%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.37M
|
+$171K
|
+6,681
|
+14%
|
|
|
19
|
Vigilant Capital Management
Portland,
Maine
|
$1.3M
|
-$4.46M
|
-174,263
|
-77%
|
|
|
20
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.08M
|
–
|
–
|
–
|
|
|
21
|
Boston Advisors
Boston,
Massachusetts
|
$1.06M
|
-$9.39K
|
-367
|
-0.9%
|
|
|
22
|
Central Trust Company
Jefferson City,
Missouri
|
$837K
|
+$409K
|
+16,000
|
+95%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$812K
|
+$5.37K
|
+210
|
+0.7%
|
|
|
24
|
BKS Advisors
Southfield,
Michigan
|
$714K
|
–
|
–
|
–
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$688K
|
+$486
|
+19
|
+0.1%
|
|
