|
1
|
|
$10.9M
|
+$8.98M
|
+339,711
|
+443%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$7.68M
|
-$2.3M
|
-86,983
|
-23%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$6.46M
|
+$2.57M
|
+97,173
|
+65%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$5.58M
|
+$5.31M
|
+201,055
|
+1,657%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$5.26M
|
-$1.08M
|
-40,956
|
-17%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$4.44M
|
-$229K
|
-8,652
|
-5%
|
|
|
7
|
|
$4.24M
|
-$12K
|
-454
|
-0.3%
|
|
|
8
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$3.76M
|
-$610K
|
-23,090
|
-14%
|
|
|
9
|
Confluence Investment Management
St. Louis,
Missouri
|
$3.73M
|
+$241K
|
+9,140
|
+7%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.59M
|
+$719K
|
+27,213
|
+25%
|
|
|
11
|
Estate Counselors
Thiensville,
Wisconsin
|
$2.8M
|
+$21.1K
|
+800
|
+0.8%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$2.53M
|
+$2.56M
|
+96,879
|
New
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.26M
|
+$130K
|
+4,925
|
+6%
|
|
|
14
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$1.99M
|
+$210K
|
+7,957
|
+12%
|
|
|
15
|
Central Trust Company
Jefferson City,
Missouri
|
$1.8M
|
+$66.1K
|
+2,500
|
+4%
|
|
|
16
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.69M
|
+$79.4K
|
+3,007
|
+5%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.53M
|
+$1.1M
|
+41,523
|
+245%
|
|
|
18
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.1M
|
–
|
–
|
–
|
|
|
19
|
Regions Financial Corp
Birmingham,
Alabama
|
$1.09M
|
+$228K
|
+8,627
|
+26%
|
|
|
20
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.07M
|
-$51.5K
|
-1,950
|
-5%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.01M
|
-$22K
|
-833
|
-2%
|
|
|
22
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$941K
|
-$10K
|
-380
|
-1%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$941K
|
+$94.9K
|
+3,590
|
+11%
|
|
|
24
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$863K
|
+$185K
|
+7,000
|
+27%
|
|
|
25
|
LifeSteps Financial
Claremont,
California
|
$804K
|
+$65.8K
|
+2,489
|
+9%
|
|
