|
1
|
Bank of America
Charlotte,
North Carolina
|
$5.23M
|
+$1.65M
|
+66,103
|
+46%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$4.99M
|
+$5.02M
|
+200,589
|
New
|
|
|
3
|
|
$3.36M
|
+$2.23M
|
+89,109
|
+194%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.53M
|
+$2.54M
|
+101,713
|
New
|
|
|
5
|
|
$2.49M
|
+$2.5M
|
+100,126
|
New
|
|
|
6
|
Asset Dedication LLC
San Francisco,
California
|
$2M
|
+$49.9K
|
+1,995
|
+3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.93M
|
+$422K
|
+16,868
|
+28%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$1.9M
|
+$1.11M
|
+44,394
|
+138%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1.73M
|
+$916K
|
+36,606
|
+111%
|
|
|
10
|
Confluence Investment Management
St. Louis,
Missouri
|
$1.71M
|
+$404K
|
+16,142
|
+31%
|
|
|
11
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.52M
|
+$1.24M
|
+49,449
|
+420%
|
|
|
12
|
Central Trust Company
Jefferson City,
Missouri
|
$1.48M
|
+$423K
|
+16,900
|
+40%
|
|
|
13
|
Boston Advisors
Boston,
Massachusetts
|
$1.04M
|
-$18.2K
|
-728
|
-2%
|
|
|
14
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$987K
|
+$276K
|
+11,030
|
+39%
|
|
|
15
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$921K
|
-$460K
|
-18,374
|
-33%
|
|
|
16
|
Bank of New York Mellon
New York
|
$907K
|
+$911K
|
+36,424
|
New
|
|
|
17
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$607K
|
-$18.8K
|
-750
|
-3%
|
|
|
18
|
Avantax Planning Partners
Dubuque,
Iowa
|
$586K
|
+$589K
|
+23,545
|
New
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$520K
|
+$7.5K
|
+300
|
+1%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$499K
|
+$498K
|
+19,932
|
New
|
|
|
21
|
Altium Wealth Management
Purchase,
New York
|
$448K
|
+$141K
|
+5,620
|
+45%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$364K
|
+$366K
|
+14,622
|
New
|
|
|
23
|
LPL Financial
San Diego,
California
|
$358K
|
+$360K
|
+14,397
|
New
|
|
|
24
|
Ausdal Financial Partners
Davenport,
Iowa
|
$356K
|
+$16.7K
|
+666
|
+5%
|
|
|
25
|
Vigilant Capital Management
Portland,
Maine
|
$328K
|
-$1.04M
|
-41,500
|
-76%
|
|
