|
1
|
US Bancorp
Minneapolis,
Minnesota
|
$22.8M
|
+$2.77M
|
+108,852
|
+14%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$16.4M
|
+$865K
|
+34,007
|
+6%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$9.58M
|
-$186K
|
-7,333
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7.17M
|
-$316K
|
-12,428
|
-4%
|
|
|
5
|
Confluence Investment Management
St. Louis,
Missouri
|
$6.93M
|
-$125K
|
-4,917
|
-2%
|
|
|
6
|
|
$6.79M
|
+$1.09M
|
+42,736
|
+19%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$6.48M
|
+$91.5K
|
+3,599
|
+1%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$5.94M
|
+$364K
|
+14,328
|
+7%
|
|
|
9
|
Gateway Advisory
Westfield,
New Jersey
|
$5.9M
|
+$137K
|
+5,380
|
+2%
|
|
|
10
|
Fusion Family Wealth
Woodbury,
New York
|
$5.08M
|
+$2.28M
|
+89,836
|
+82%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$4.42M
|
+$54.6K
|
+2,149
|
+1%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.25M
|
+$497K
|
+19,547
|
+13%
|
|
|
13
|
Asset Dedication LLC
San Francisco,
California
|
$2.83M
|
+$46.1K
|
+1,814
|
+2%
|
|
|
14
|
Leavell Investment Management
Mobile,
Alabama
|
$2.57M
|
+$332K
|
+13,045
|
+15%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$2.09M
|
+$712K
|
+28,003
|
+52%
|
|
|
16
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.8M
|
+$18.8K
|
+740
|
+1%
|
|
|
17
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.54M
|
+$19K
|
+746
|
+1%
|
|
|
18
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$1.4M
|
+$1.39M
|
+54,850
|
New
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$1.14M
|
+$822K
|
+32,326
|
+262%
|
|
|
20
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.11M
|
+$30.5K
|
+1,200
|
+3%
|
|
|
21
|
Boston Advisors
Boston,
Massachusetts
|
$1.09M
|
+$28.2K
|
+1,110
|
+3%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$972K
|
+$281K
|
+11,068
|
+41%
|
|
|
23
|
|
$954K
|
-$1.06M
|
-41,506
|
-53%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$942K
|
+$443K
|
+17,440
|
+90%
|
|
|
25
|
Managed Account Services
Coconut Grove,
Florida
|
$914K
|
+$557K
|
+21,900
|
+157%
|
|
