|
1
|
HighTower Advisors
Chicago,
Illinois
|
$13M
|
-$91.7K
|
-3,530
|
-0.7%
|
|
|
2
|
|
$12.4M
|
+$310K
|
+11,940
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$12M
|
+$292K
|
+11,233
|
+3%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$11.3M
|
+$4.96M
|
+190,937
|
+80%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$9.22M
|
+$2.5M
|
+96,293
|
+38%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$8.29M
|
-$2.31M
|
-88,782
|
-22%
|
|
|
7
|
Leavell Investment Management
Mobile,
Alabama
|
$6.7M
|
+$2.55M
|
+98,165
|
+63%
|
|
|
8
|
Gateway Advisory
Westfield,
New Jersey
|
$4.94M
|
-$529K
|
-20,363
|
-10%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.82M
|
-$420K
|
-16,187
|
-8%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$4.72M
|
-$374K
|
-14,404
|
-7%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.1M
|
-$146K
|
-5,639
|
-3%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$4.1M
|
+$68.1K
|
+2,623
|
+2%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.06M
|
+$58.6K
|
+2,256
|
+1%
|
|
|
14
|
Confluence Investment Management
St. Louis,
Missouri
|
$3.6M
|
-$94.8K
|
-3,650
|
-3%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$3.46M
|
+$276K
|
+10,646
|
+9%
|
|
|
16
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$3.13M
|
–
|
–
|
–
|
|
|
17
|
Praetorian Wealth Management
Carmel,
California
|
$3.13M
|
+$3.09M
|
+119,102
|
New
|
|
|
18
|
Central Trust Company
Jefferson City,
Missouri
|
$2.65M
|
+$395K
|
+15,215
|
+18%
|
|
|
19
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$2.41M
|
+$59.2K
|
+2,279
|
+3%
|
|
|
20
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.31M
|
+$2.28M
|
+87,918
|
New
|
|
|
21
|
EP Wealth Advisors
Torrance,
California
|
$2.29M
|
-$2.67M
|
-102,892
|
Closed
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$2.17M
|
-$384K
|
-14,804
|
-15%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$2.14M
|
+$349K
|
+13,423
|
+20%
|
|
|
24
|
Regions Financial Corp
Birmingham,
Alabama
|
$2.03M
|
+$9.24K
|
+356
|
+0.5%
|
|
|
25
|
|
$2.02M
|
-$7.61M
|
-292,873
|
-79%
|
|
