|
1
|
US Bancorp
Minneapolis,
Minnesota
|
$23.8M
|
+$277K
|
+10,905
|
+1%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$15.6M
|
-$1.14M
|
-44,892
|
-7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$11.3M
|
+$1.63M
|
+64,237
|
+17%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$9.5M
|
-$470K
|
-18,507
|
-5%
|
|
|
5
|
|
$8.2M
|
+$498K
|
+19,610
|
+7%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$7.08M
|
-$499K
|
-19,675
|
-7%
|
|
|
7
|
Gateway Advisory
Westfield,
New Jersey
|
$6.27M
|
+$113K
|
+4,457
|
+2%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6M
|
+$804K
|
+31,673
|
+16%
|
|
|
9
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$5.24M
|
+$116K
|
+4,557
|
+2%
|
|
|
10
|
Fusion Family Wealth
Woodbury,
New York
|
$5.07M
|
-$87.1K
|
-3,433
|
-2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.92M
|
-$322K
|
-12,674
|
-6%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$4.83M
|
-$638K
|
-25,133
|
-12%
|
|
|
13
|
Confluence Investment Management
St. Louis,
Missouri
|
$4.77M
|
+$106K
|
+4,194
|
+2%
|
|
|
14
|
Leavell Investment Management
Mobile,
Alabama
|
$3.82M
|
+$279K
|
+11,000
|
+8%
|
|
|
15
|
|
$2.71M
|
+$1.03M
|
+40,513
|
+62%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$2.63M
|
+$145K
|
+5,711
|
+6%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$2.29M
|
+$741K
|
+29,207
|
+49%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.24M
|
+$1.16M
|
+45,806
|
+110%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$1.82M
|
+$554K
|
+21,836
|
+44%
|
|
|
20
|
Managed Account Services
Coconut Grove,
Florida
|
$1.58M
|
+$398K
|
+15,671
|
+34%
|
|
|
21
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.5M
|
-$203K
|
-8,000
|
-12%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.47M
|
+$1.03M
|
+40,432
|
+239%
|
|
|
23
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$1.41M
|
–
|
–
|
–
|
|
|
24
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.39M
|
-$252K
|
-9,947
|
-16%
|
|
|
25
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.23M
|
+$607K
|
+23,909
|
+100%
|
|
