|
1
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$5.81M
|
+$5.8M
|
+213,814
|
New
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$3.81M
|
+$977K
|
+36,007
|
+35%
|
|
|
3
|
Confluence Investment Management
St. Louis,
Missouri
|
$3.52M
|
-$85.4K
|
-3,146
|
-2%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.71M
|
-$44.6K
|
-1,643
|
-2%
|
|
|
5
|
|
$2.06M
|
+$220K
|
+8,096
|
+12%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.59M
|
+$215K
|
+7,914
|
+16%
|
|
|
7
|
|
$1.27M
|
+$1.26M
|
+46,593
|
New
|
|
|
8
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.12M
|
+$1.12M
|
+41,189
|
New
|
|
|
9
|
Central Trust Company
Jefferson City,
Missouri
|
$1.08M
|
+$480K
|
+17,700
|
+80%
|
|
|
10
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.07M
|
+$612K
|
+22,564
|
+134%
|
|
|
11
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$970K
|
+$189K
|
+6,952
|
+24%
|
|
|
12
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$899K
|
+$847K
|
+31,200
|
+1,642%
|
|
|
13
|
Altium Wealth Management
Purchase,
New York
|
$788K
|
-$111K
|
-4,091
|
-12%
|
|
|
14
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$675K
|
+$3.96K
|
+146
|
+0.6%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$633K
|
+$203K
|
+7,484
|
+47%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$528K
|
+$118K
|
+4,363
|
+29%
|
|
|
17
|
Bay Colony Advisors
Concord,
Massachusetts
|
$527K
|
-$27.1K
|
-1,000
|
-5%
|
|
|
18
|
WrapManager Inc
Mill Valley,
California
|
$514K
|
+$513K
|
+18,901
|
New
|
|
|
19
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$435K
|
-$27.1K
|
-1,000
|
-6%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$425K
|
+$118K
|
+4,367
|
+39%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$409K
|
+$56.5K
|
+2,081
|
+16%
|
|
|
22
|
BCS Wealth Management
Johnson City,
Tennessee
|
$381K
|
+$381K
|
+14,037
|
New
|
|
|
23
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$342K
|
–
|
–
|
–
|
|
|
24
|
Regions Financial Corp
Birmingham,
Alabama
|
$324K
|
+$323K
|
+11,910
|
New
|
|
|
25
|
American Portfolios Advisors
Holbrook,
New York
|
$234K
|
+$135K
|
+4,965
|
+136%
|
|
