|
1
|
Bank of America
Charlotte,
North Carolina
|
$5.15M
|
+$1.04M
|
+39,986
|
+26%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$4.78M
|
-$145K
|
-5,584
|
-3%
|
|
|
3
|
Confluence Investment Management
St. Louis,
Missouri
|
$3.51M
|
-$56.5K
|
-2,170
|
-2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$2.62M
|
+$435K
|
+16,699
|
+20%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.03M
|
+$80.4K
|
+3,089
|
+4%
|
|
|
6
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$2M
|
-$593K
|
-22,780
|
-23%
|
|
|
7
|
|
$1.65M
|
+$1.37M
|
+52,829
|
+537%
|
|
|
8
|
|
$1.52M
|
-$2.87M
|
-110,148
|
-66%
|
|
|
9
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.12M
|
–
|
–
|
–
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.05M
|
+$512K
|
+19,673
|
+96%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$950K
|
+$173K
|
+6,644
|
+22%
|
|
|
12
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$809K
|
+$600K
|
+23,073
|
+298%
|
|
|
13
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$767K
|
+$27.7K
|
+1,065
|
+4%
|
|
|
14
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$761K
|
–
|
–
|
–
|
|
|
15
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$751K
|
+$744K
|
+28,596
|
New
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$698K
|
-$61.2K
|
-2,353
|
-8%
|
|
|
17
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$646K
|
+$187K
|
+7,202
|
+41%
|
|
|
18
|
Central Trust Company
Jefferson City,
Missouri
|
$630K
|
+$308K
|
+11,850
|
+98%
|
|
|
19
|
WrapManager Inc
Mill Valley,
California
|
$577K
|
-$5.96K
|
-229
|
-1%
|
|
|
20
|
Flow Traders U.S.
New York
|
$553K
|
+$548K
|
+21,053
|
New
|
|
|
21
|
Altium Wealth Management
Purchase,
New York
|
$499K
|
+$67.4K
|
+2,592
|
+16%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$454K
|
+$215K
|
+8,257
|
+91%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$441K
|
+$43.7K
|
+1,681
|
+11%
|
|
|
24
|
Bay Colony Advisors
Concord,
Massachusetts
|
$440K
|
–
|
–
|
–
|
|
|
25
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$325K
|
+$57.2K
|
+2,200
|
+22%
|
|
