|
1
|
|
$4.94M
|
+$120K
|
+4,365
|
+3%
|
|
|
2
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$4.53M
|
-$471K
|
-17,153
|
-10%
|
|
|
3
|
Confluence Investment Management
St. Louis,
Missouri
|
$3.76M
|
-$116K
|
-4,225
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$3.08M
|
+$881K
|
+32,064
|
+41%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$2.71M
|
+$127K
|
+4,616
|
+5%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.52M
|
-$158K
|
-5,758
|
-6%
|
|
|
7
|
Praetorian Wealth Management
Carmel,
California
|
$2.46M
|
+$2.42M
|
+88,211
|
New
|
|
|
8
|
|
$2.13M
|
-$2.63M
|
-95,681
|
-56%
|
|
|
9
|
Estate Counselors
Thiensville,
Wisconsin
|
$1.8M
|
+$180K
|
+6,550
|
+11%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.79M
|
-$1.07M
|
-39,059
|
-38%
|
|
|
11
|
Central Trust Company
Jefferson City,
Missouri
|
$1.67M
|
+$297K
|
+10,800
|
+22%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$1.35M
|
+$1.33M
|
+48,466
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$1.17M
|
+$110K
|
+4,008
|
+11%
|
|
|
14
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.16M
|
+$3.82K
|
+139
|
+0.3%
|
|
|
15
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.07M
|
+$22K
|
+800
|
+2%
|
|
|
16
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$1.01M
|
+$25.5K
|
+930
|
+3%
|
|
|
17
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$944K
|
+$931K
|
+33,875
|
New
|
|
|
18
|
Altium Wealth Management
Purchase,
New York
|
$790K
|
-$18.2K
|
-663
|
-2%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$636K
|
+$68.5K
|
+2,493
|
+12%
|
|
|
20
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$609K
|
+$245K
|
+8,934
|
+69%
|
|
|
21
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$530K
|
+$27.5K
|
+1,000
|
+6%
|
|
|
22
|
WrapManager Inc
Mill Valley,
California
|
$502K
|
+$103K
|
+3,752
|
+26%
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
$434K
|
-$60.2K
|
-2,193
|
-12%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$429K
|
+$84.2K
|
+3,065
|
+25%
|
|
|
25
|
Valmark Advisers
Akron,
Ohio
|
$427K
|
+$157K
|
+5,726
|
+60%
|
|
