|
1
|
US Bancorp
Minneapolis,
Minnesota
|
$23.3M
|
+$600K
|
+23,497
|
+3%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$16.6M
|
+$253K
|
+9,928
|
+2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$9.89M
|
+$359K
|
+14,052
|
+4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$9.57M
|
+$2.45M
|
+95,801
|
+34%
|
|
|
5
|
|
$7.63M
|
+$873K
|
+34,208
|
+13%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$7.53M
|
+$1.08M
|
+42,126
|
+17%
|
|
|
7
|
Gateway Advisory
Westfield,
New Jersey
|
$6.11M
|
+$228K
|
+8,920
|
+4%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$5.43M
|
-$483K
|
-18,936
|
-8%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.2M
|
+$5.22M
|
+204,599
|
New
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.15M
|
+$918K
|
+35,972
|
+22%
|
|
|
11
|
Fusion Family Wealth
Woodbury,
New York
|
$5.12M
|
+$63.1K
|
+2,471
|
+1%
|
|
|
12
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$5.08M
|
+$677K
|
+26,523
|
+15%
|
|
|
13
|
Confluence Investment Management
St. Louis,
Missouri
|
$4.62M
|
-$2.29M
|
-89,836
|
-33%
|
|
|
14
|
Leavell Investment Management
Mobile,
Alabama
|
$3.51M
|
+$949K
|
+37,175
|
+37%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$2.46M
|
+$390K
|
+15,264
|
+19%
|
|
|
16
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$2.02M
|
+$1.56M
|
+61,055
|
+323%
|
|
|
17
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.7M
|
-$94.5K
|
-3,700
|
-5%
|
|
|
18
|
|
$1.66M
|
+$708K
|
+27,744
|
+74%
|
|
|
19
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.63M
|
+$90.1K
|
+3,528
|
+6%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$1.53M
|
+$394K
|
+15,453
|
+35%
|
|
|
21
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$1.39M
|
–
|
–
|
–
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$1.25M
|
+$354K
|
+13,854
|
+39%
|
|
|
23
|
Managed Account Services
Coconut Grove,
Florida
|
$1.16M
|
+$251K
|
+9,835
|
+27%
|
|
|
24
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.11M
|
–
|
–
|
–
|
|
|
25
|
Boston Advisors
Boston,
Massachusetts
|
$1.1M
|
+$20K
|
+782
|
+2%
|
|
