|
1
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$4.86M
|
-$932K
|
-34,220
|
-16%
|
|
|
2
|
|
$4.68M
|
+$2.65M
|
+97,368
|
+129%
|
|
|
3
|
|
$4.66M
|
+$3.42M
|
+125,568
|
+269%
|
|
|
4
|
Confluence Investment Management
St. Louis,
Missouri
|
$3.76M
|
+$224K
|
+8,233
|
+6%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.8M
|
+$99.2K
|
+3,644
|
+4%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.6M
|
+$2.09M
|
+76,849
|
+396%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$2.51M
|
-$1.29M
|
-47,453
|
-34%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$2.12M
|
+$538K
|
+19,781
|
+34%
|
|
|
9
|
Estate Counselors
Thiensville,
Wisconsin
|
$1.58M
|
+$1.59M
|
+58,550
|
New
|
|
|
10
|
Central Trust Company
Jefferson City,
Missouri
|
$1.32M
|
+$248K
|
+9,100
|
+23%
|
|
|
11
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.12M
|
+$2.53K
|
+93
|
+0.2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$1.02M
|
+$398K
|
+14,623
|
+63%
|
|
|
13
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.02M
|
+$122K
|
+4,500
|
+14%
|
|
|
14
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$955K
|
-$10.3K
|
-380
|
-1%
|
|
|
15
|
Altium Wealth Management
Purchase,
New York
|
$784K
|
–
|
–
|
–
|
|
|
16
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$747K
|
+$76.1K
|
+2,796
|
+11%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$558K
|
+$561K
|
+20,620
|
New
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$550K
|
+$128K
|
+4,694
|
+30%
|
|
|
19
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$487K
|
+$54.4K
|
+2,000
|
+13%
|
|
|
20
|
D.A. Davidson & Co
Great Falls,
Montana
|
$481K
|
+$484K
|
+17,773
|
New
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$414K
|
+$6.32K
|
+232
|
+2%
|
|
|
22
|
WrapManager Inc
Mill Valley,
California
|
$386K
|
-$126K
|
-4,632
|
-25%
|
|
|
23
|
BCS Wealth Management
Johnson City,
Tennessee
|
$380K
|
–
|
–
|
–
|
|
|
24
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$349K
|
+$151K
|
+5,554
|
+75%
|
|
|
25
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$340K
|
–
|
–
|
–
|
|
