|
1
|
Bank of America
Charlotte,
North Carolina
|
$14.8M
|
+$329K
|
+12,260
|
+2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$10.9M
|
+$1.47M
|
+54,623
|
+16%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$10.6M
|
+$478K
|
+17,798
|
+5%
|
|
|
4
|
|
$10.3M
|
+$1.74M
|
+64,690
|
+20%
|
|
|
5
|
Leavell Investment Management
Mobile,
Alabama
|
$9.03M
|
+$276K
|
+10,290
|
+3%
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$8.78M
|
+$522K
|
+19,446
|
+6%
|
|
|
7
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$8.18M
|
+$458K
|
+17,040
|
+6%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.14M
|
+$132K
|
+4,904
|
+2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$6.27M
|
+$60.7K
|
+2,260
|
+1%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$6.08M
|
-$119K
|
-4,412
|
-2%
|
|
|
11
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.62M
|
+$151K
|
+5,628
|
+3%
|
|
|
12
|
Praetorian Wealth Management
Carmel,
California
|
$4.93M
|
+$135K
|
+5,020
|
+3%
|
|
|
13
|
Gateway Advisory
Westfield,
New Jersey
|
$4.89M
|
+$2.08M
|
+77,492
|
+74%
|
|
|
14
|
Azimuth Capital Management
Bloomfield Hills,
Michigan
|
$4.27M
|
-$296K
|
-11,000
|
-6%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.16M
|
-$104K
|
-3,883
|
-2%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$4.07M
|
-$6.88K
|
-256
|
-0.2%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$3.78M
|
+$163K
|
+6,080
|
+5%
|
|
|
18
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.7M
|
+$2.86M
|
+106,309
|
+334%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.45M
|
+$1.79M
|
+66,644
|
+108%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$3.3M
|
+$506K
|
+18,839
|
+18%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$3.3M
|
+$717K
|
+26,674
|
+28%
|
|
|
22
|
Sonata Capital Group
Seattle,
Washington
|
$2.91M
|
+$334K
|
+12,446
|
+13%
|
|
|
23
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$2.66M
|
+$109K
|
+4,059
|
+4%
|
|
|
24
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$2.59M
|
+$658K
|
+24,488
|
+34%
|
|
|
25
|
Central Trust Company
Jefferson City,
Missouri
|
$2.36M
|
-$34.9K
|
-1,300
|
-1%
|
|
