|
1
|
Bank of America
Charlotte,
North Carolina
|
$13.2M
|
+$997K
|
+36,911
|
+8%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$9.4M
|
+$556K
|
+20,588
|
+6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$8.82M
|
-$345K
|
-12,775
|
-4%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$8.46M
|
-$191K
|
-7,068
|
-2%
|
|
|
5
|
|
$8.32M
|
-$268K
|
-9,931
|
-3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.52M
|
+$568K
|
+21,017
|
+8%
|
|
|
7
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$7.16M
|
+$1.06M
|
+39,414
|
+17%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$6.35M
|
+$343K
|
+12,701
|
+6%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$6.29M
|
+$384K
|
+14,220
|
+6%
|
|
|
10
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.56M
|
+$993K
|
+36,757
|
+22%
|
|
|
11
|
Leavell Investment Management
Mobile,
Alabama
|
$5.38M
|
–
|
–
|
–
|
|
|
12
|
Azimuth Capital Management
Bloomfield Hills,
Michigan
|
$4.61M
|
-$54K
|
-2,000
|
-1%
|
|
|
13
|
Praetorian Wealth Management
Carmel,
California
|
$4.54M
|
+$771K
|
+28,546
|
+20%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.07M
|
+$334K
|
+12,374
|
+9%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$3.96M
|
-$53K
|
-1,963
|
-1%
|
|
|
16
|
Estate Counselors
Thiensville,
Wisconsin
|
$3.33M
|
+$78.3K
|
+2,900
|
+2%
|
|
|
17
|
|
$2.98M
|
+$2.98M
|
+110,417
|
New
|
|
|
18
|
Gateway Advisory
Westfield,
New Jersey
|
$2.72M
|
-$49.2K
|
-1,822
|
-2%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$2.69M
|
+$993K
|
+36,750
|
+59%
|
|
|
20
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$2.57M
|
+$8K
|
+296
|
+0.3%
|
|
|
21
|
Central Trust Company
Jefferson City,
Missouri
|
$2.3M
|
-$4.86K
|
-180
|
-0.2%
|
|
|
22
|
Sonata Capital Group
Seattle,
Washington
|
$2.1M
|
+$415K
|
+15,375
|
+25%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.07M
|
+$461K
|
+17,064
|
+29%
|
|
|
24
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.92M
|
+$13.2K
|
+490
|
+0.7%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$1.92M
|
+$655K
|
+24,264
|
+52%
|
|
