|
1
|
Bank of America
Charlotte,
North Carolina
|
$8.77M
|
+$3.62M
|
+137,015
|
+70%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$4.99M
|
+$2.38M
|
+89,829
|
+90%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$4.15M
|
-$642K
|
-24,288
|
-13%
|
|
|
4
|
|
$3.75M
|
+$2.12M
|
+79,985
|
+128%
|
|
|
5
|
Confluence Investment Management
St. Louis,
Missouri
|
$3.6M
|
+$90K
|
+3,405
|
+3%
|
|
|
6
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$3.21M
|
+$1.21M
|
+45,902
|
+60%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.7M
|
+$2.01M
|
+76,133
|
+286%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$2.43M
|
+$2.21M
|
+83,486
|
+951%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.03M
|
-$4.1K
|
-155
|
-0.2%
|
|
|
10
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$1.38M
|
+$736K
|
+27,846
|
+113%
|
|
|
11
|
Central Trust Company
Jefferson City,
Missouri
|
$1.16M
|
+$532K
|
+20,100
|
+84%
|
|
|
12
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.12M
|
–
|
–
|
–
|
|
|
13
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.11M
|
+$297K
|
+11,229
|
+36%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.01M
|
+$554K
|
+20,954
|
+121%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$964K
|
-$92.2K
|
-3,487
|
-9%
|
|
|
16
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$911K
|
+$149K
|
+5,626
|
+19%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$838K
|
-$114K
|
-4,329
|
-12%
|
|
|
18
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$769K
|
–
|
–
|
–
|
|
|
19
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$753K
|
–
|
–
|
–
|
|
|
20
|
Paulson Wealth Management
Wheaton,
Illinois
|
$651K
|
+$654K
|
+24,749
|
New
|
|
|
21
|
Altium Wealth Management
Purchase,
New York
|
$650K
|
+$150K
|
+5,666
|
+30%
|
|
|
22
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$579K
|
+$582K
|
+22,000
|
New
|
|
|
23
|
WrapManager Inc
Mill Valley,
California
|
$563K
|
-$14.7K
|
-555
|
-3%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$546K
|
+$549K
|
+20,751
|
New
|
|
|
25
|
Executive Wealth Management
Brighton,
Michigan
|
$493K
|
+$496K
|
+18,770
|
New
|
|
