|
1
|
Bank of America
Charlotte,
North Carolina
|
$10.1M
|
+$1.26M
|
+47,580
|
+14%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$6.4M
|
+$1.38M
|
+52,324
|
+28%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$4.72M
|
+$2.28M
|
+86,210
|
+93%
|
|
|
4
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$4.41M
|
+$1.18M
|
+44,802
|
+37%
|
|
|
5
|
|
$4.29M
|
+$519K
|
+19,670
|
+14%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$3.95M
|
-$217K
|
-8,229
|
-5%
|
|
|
7
|
Confluence Investment Management
St. Louis,
Missouri
|
$3.51M
|
-$89.9K
|
-3,405
|
-2%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.91M
|
+$192K
|
+7,267
|
+7%
|
|
|
9
|
Estate Counselors
Thiensville,
Wisconsin
|
$2.81M
|
+$2.81M
|
+106,405
|
New
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.15M
|
+$115K
|
+4,343
|
+6%
|
|
|
11
|
|
$2.03M
|
+$2.02M
|
+76,649
|
New
|
|
|
12
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$1.8M
|
+$408K
|
+15,467
|
+29%
|
|
|
13
|
Central Trust Company
Jefferson City,
Missouri
|
$1.76M
|
+$591K
|
+22,400
|
+51%
|
|
|
14
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.63M
|
+$1.62M
|
+61,448
|
New
|
|
|
15
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.13M
|
–
|
–
|
–
|
|
|
16
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.11M
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.04M
|
+$29.9K
|
+1,131
|
+3%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.02M
|
+$56.9K
|
+2,155
|
+6%
|
|
|
19
|
Flow Traders U.S.
New York
|
$1.01M
|
+$1.01M
|
+38,358
|
New
|
|
|
20
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$961K
|
+$188K
|
+7,128
|
+24%
|
|
|
21
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$958K
|
+$42.3K
|
+1,603
|
+5%
|
|
|
22
|
Regions Financial Corp
Birmingham,
Alabama
|
$870K
|
+$869K
|
+32,921
|
New
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$856K
|
+$13.4K
|
+509
|
+2%
|
|
|
24
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$756K
|
–
|
–
|
–
|
|
|
25
|
LifeSteps Financial
Claremont,
California
|
$747K
|
+$746K
|
+28,258
|
New
|
|
