|
1
|
|
$7.68M
|
+$2.69M
|
+95,847
|
+54%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$5.79M
|
+$5.79M
|
+205,995
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$5.03M
|
+$1.93M
|
+68,709
|
+62%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$4.72M
|
+$1.98M
|
+70,474
|
+72%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.57M
|
+$4.56M
|
+162,440
|
New
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$4.38M
|
+$3.02M
|
+107,362
|
+222%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$4.36M
|
+$4.36M
|
+155,214
|
New
|
|
|
8
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$4.12M
|
-$441K
|
-15,705
|
-10%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.64M
|
+$1.84M
|
+65,319
|
+101%
|
|
|
10
|
Confluence Investment Management
St. Louis,
Missouri
|
$3.6M
|
-$190K
|
-6,757
|
-5%
|
|
|
11
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$2.97M
|
+$2.36M
|
+83,889
|
+384%
|
|
|
12
|
Praetorian Wealth Management
Carmel,
California
|
$2.88M
|
+$404K
|
+14,376
|
+16%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$2.86M
|
+$2.86M
|
+101,676
|
New
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.49M
|
-$57.5K
|
-2,045
|
-2%
|
|
|
15
|
Central Trust Company
Jefferson City,
Missouri
|
$1.69M
|
+$8.43K
|
+300
|
+0.5%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$1.41M
|
+$233K
|
+8,290
|
+20%
|
|
|
17
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.32M
|
+$371K
|
+13,212
|
+39%
|
|
|
18
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.32M
|
+$157K
|
+5,597
|
+14%
|
|
|
19
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.08M
|
–
|
–
|
–
|
|
|
20
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$1.03M
|
+$13.8K
|
+490
|
+1%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$907K
|
+$694K
|
+24,715
|
+327%
|
|
|
22
|
Altium Wealth Management
Purchase,
New York
|
$800K
|
+$3.34K
|
+119
|
+0.4%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$779K
|
+$137K
|
+4,891
|
+21%
|
|
|
24
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$759K
|
+$225K
|
+8,000
|
+42%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$663K
|
+$231K
|
+8,211
|
+53%
|
|
