|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$3.9M
|
+$94.2K
|
+3,500
|
+2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$3.78M
|
+$1.62M
|
+60,018
|
+75%
|
|
|
3
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$2.48M
|
+$2.12M
|
+78,867
|
+596%
|
|
|
4
|
Praetorian Wealth Management
Carmel,
California
|
$2.28M
|
+$868K
|
+32,262
|
+62%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.09M
|
+$1.28M
|
+47,556
|
+157%
|
|
|
6
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.93M
|
+$299K
|
+11,114
|
+18%
|
|
|
7
|
|
$1.5M
|
+$902K
|
+33,511
|
+152%
|
|
|
8
|
Lee Financial
Dallas,
Texas
|
$1.38M
|
–
|
–
|
–
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$1.18M
|
+$766K
|
+28,475
|
+184%
|
|
|
10
|
Central Trust Company
Jefferson City,
Missouri
|
$1.15M
|
–
|
–
|
–
|
|
|
11
|
|
$1.08M
|
-$9.53K
|
-354
|
-0.9%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$781K
|
+$464K
|
+17,231
|
+146%
|
|
|
13
|
Prism Advisors
Studio City,
California
|
$717K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$714K
|
+$305K
|
+11,330
|
+75%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$659K
|
+$109K
|
+4,062
|
+20%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$656K
|
+$447K
|
+16,617
|
+214%
|
|
|
17
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$629K
|
+$156K
|
+5,782
|
+33%
|
|
|
18
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$552K
|
+$552K
|
+20,500
|
New
|
|
|
19
|
Regions Financial Corp
Birmingham,
Alabama
|
$541K
|
+$170K
|
+6,304
|
+46%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$485K
|
+$64.7K
|
+2,404
|
+15%
|
|
|
21
|
Altium Wealth Management
Purchase,
New York
|
$447K
|
+$447K
|
+16,610
|
New
|
|
|
22
|
Sandy Spring Bank
Olney,
Maryland
|
$446K
|
+$224K
|
+8,330
|
+101%
|
|
|
23
|
Beacon Pointe Advisors
Newport Beach,
California
|
$399K
|
+$27.2K
|
+1,012
|
+7%
|
|
|
24
|
Capital One Financial
Mclean,
Virginia
|
$350K
|
–
|
–
|
–
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$343K
|
+$10.2K
|
+379
|
+3%
|
|
