|
1
|
Bank of America
Charlotte,
North Carolina
|
$8.41M
|
+$477K
|
+17,939
|
+6%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$6.58M
|
-$75.7K
|
-2,845
|
-1%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$5.65M
|
-$99.8K
|
-3,749
|
-2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$5.22M
|
-$207K
|
-7,772
|
-4%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$4.85M
|
+$262K
|
+9,827
|
+6%
|
|
|
6
|
|
$4.51M
|
+$141K
|
+5,300
|
+3%
|
|
|
7
|
Confluence Investment Management
St. Louis,
Missouri
|
$3.74M
|
-$113K
|
-4,254
|
-3%
|
|
|
8
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$3.52M
|
-$355K
|
-13,356
|
-9%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$3.42M
|
+$3.37M
|
+126,700
|
New
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.23M
|
-$470K
|
-17,653
|
-13%
|
|
|
11
|
Praetorian Wealth Management
Carmel,
California
|
$2.96M
|
+$2.91M
|
+109,511
|
New
|
|
|
12
|
Estate Counselors
Thiensville,
Wisconsin
|
$2.95M
|
+$49.8K
|
+1,870
|
+2%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$2.5M
|
-$108K
|
-4,074
|
-4%
|
|
|
14
|
|
$2.31M
|
-$8.8M
|
-330,715
|
-79%
|
|
|
15
|
Central Trust Company
Jefferson City,
Missouri
|
$2.18M
|
+$318K
|
+11,950
|
+17%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.18M
|
-$152K
|
-5,723
|
-7%
|
|
|
17
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$2.07M
|
+$24.7K
|
+928
|
+1%
|
|
|
18
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.84M
|
+$105K
|
+3,934
|
+6%
|
|
|
19
|
Regions Financial Corp
Birmingham,
Alabama
|
$1.42M
|
+$297K
|
+11,147
|
+27%
|
|
|
20
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.22M
|
+$1.21M
|
+45,330
|
New
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.18M
|
+$133K
|
+4,986
|
+13%
|
|
|
22
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.14M
|
–
|
–
|
–
|
|
|
23
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.12M
|
+$21.3K
|
+800
|
+2%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.03M
|
+$62.5K
|
+2,348
|
+7%
|
|
|
25
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$998K
|
+$106K
|
+4,000
|
+12%
|
|
