|
1
|
UBS Group
Zurich,
Switzerland
|
$4.87M
|
+$4.48M
|
+174,296
|
+1,305%
|
|
|
2
|
|
$4.36M
|
+$4.32M
|
+167,952
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$4.05M
|
+$474K
|
+18,440
|
+13%
|
|
|
4
|
Confluence Investment Management
St. Louis,
Missouri
|
$3.52M
|
-$1.66M
|
-64,372
|
-32%
|
|
|
5
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$2.57M
|
+$2.54M
|
+98,838
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2.16M
|
+$107K
|
+4,168
|
+5%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.93M
|
+$557K
|
+21,652
|
+41%
|
|
|
8
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.11M
|
+$404K
|
+15,700
|
+58%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$767K
|
+$146K
|
+5,674
|
+24%
|
|
|
10
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$753K
|
+$11.5K
|
+448
|
+2%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$751K
|
+$178K
|
+6,930
|
+32%
|
|
|
12
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$731K
|
+$106K
|
+4,130
|
+17%
|
|
|
13
|
Bank of New York Mellon
New York
|
$666K
|
+$419K
|
+16,312
|
+174%
|
|
|
14
|
WrapManager Inc
Mill Valley,
California
|
$576K
|
-$29.5K
|
-1,147
|
-5%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$531K
|
+$171K
|
+6,632
|
+48%
|
|
|
16
|
First Allied Advisory Services
San Diego,
California
|
$493K
|
–
|
–
|
–
|
|
|
17
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$452K
|
+$200K
|
+7,776
|
+81%
|
|
|
18
|
Bay Colony Advisors
Concord,
Massachusetts
|
$435K
|
+$431K
|
+16,771
|
New
|
|
|
19
|
Altium Wealth Management
Purchase,
New York
|
$426K
|
+$422K
|
+16,425
|
New
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$385K
|
-$135K
|
-5,243
|
-26%
|
|
|
21
|
Central Trust Company
Jefferson City,
Missouri
|
$313K
|
+$274K
|
+10,650
|
+761%
|
|
|
22
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$264K
|
-$643
|
-25
|
-0.2%
|
|
|
23
|
|
$256K
|
+$253K
|
+9,843
|
New
|
|
|
24
|
Sandy Spring Bank
Olney,
Maryland
|
$241K
|
+$52.3K
|
+2,035
|
+28%
|
|
|
25
|
Ausdal Financial Partners
Davenport,
Iowa
|
$236K
|
+$797
|
+31
|
+0.3%
|
|
